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334 hedge funds and large institutions have $6.63B invested in Steris in 2017 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 124 increasing their positions, 104 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 32

19% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 104

7% more funds holding

Funds holding: 311334 (+23)

2% less capital invested

Capital invested by funds: $6.79B → $6.63B (-$161M)

1.17% less ownership

Funds ownership: 90.33%89.16% (-1.2%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

72% less call options, than puts

Call options by funds: $1.62M | Put options by funds: $5.87M

Holders
334
Holders Change
+23
Holders Change %
+7.4%
% of All Funds
7.58%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
55
Increased
124
Reduced
104
Closed
32
Calls
$1.62M
Puts
$5.87M
Net Calls
-$4.25M
Net Calls Change
-$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
26
Homestead Advisers
Virginia
$66.9M
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$64.8M +$19M +212,584 +40%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$62.2M +$929K +10,410 +1%
Northern Trust
29
Northern Trust
Illinois
$55.4M -$3.3M -37,014 -6%
Ameriprise
30
Ameriprise
Minnesota
$52.1M +$28M +314,371 +112%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$51.8M -$2.66M -29,826 -5%
Bank of America
32
Bank of America
North Carolina
$50.8M +$9.17M +102,812 +22%
WHG
33
Westwood Holdings Group
Texas
$48.9M -$645K -7,233 -1%
Invesco
34
Invesco
Georgia
$45M +$23.1M +258,795 +101%
ACM
35
Atlanta Capital Management
Georgia
$37.2M -$116K -1,305 -0.3%
DDC
36
DF Dent & Co
Maryland
$35.1M -$31.4M -352,189 -47%
TCIM
37
TIAA CREF Investment Management
New York
$34.4M -$952K -10,674 -3%
Charles Schwab
38
Charles Schwab
California
$31.5M +$1.17M +13,122 +4%
TA
39
Teachers Advisors
New York
$30.5M -$390K -4,377 -1%
Prudential Financial
40
Prudential Financial
New Jersey
$29.9M +$13.3M +149,378 +78%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$29.8M +$7.78M +87,166 +34%
PC
42
Polar Capital
United Kingdom
$28.5M +$3.57M +40,000 +14%
DP
43
Dearborn Partners
Illinois
$28.4M -$635K -7,120 -2%
CCM
44
Copeland Capital Management
Pennsylvania
$27.9M -$6.95M -77,898 -20%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$27.7M +$1.97M +22,067 +8%
Goldman Sachs
46
Goldman Sachs
New York
$27.6M -$22.7M -254,507 -45%
RJA
47
Raymond James & Associates
Florida
$27M +$1.49M +16,751 +6%
GKIM
48
GW&K Investment Management
Massachusetts
$26.1M +$103K +1,149 +0.4%
SAM
49
Silvercrest Asset Management
New York
$25.7M +$1.18M +13,237 +5%
CRC
50
Curi RMB Capital
Illinois
$24.6M -$1.3M -14,538 -5%

STE Hedge Fund Activity: Q4 2017 in Review

334 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2017, worth a combined $6.63B — down 2.4% from $6.79B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new STE positions and 32 closed out — a net gain of 23 holders — while 124 added to existing stakes and 104 trimmed.

The largest buyer was Ameriprise, adding an estimated $28M. The largest seller was Nationwide Fund Advisors, exiting entirely with an estimated $41.6M sold.

  • 334 institutional investors held Steris (STE) as of Q4 2017, up from 311 in Q3 2017.
  • Funds reported $6.63B of Steris stock for Q4 2017, down 2.4% quarter-over-quarter.
  • 55 funds opened new Steris positions in Q4 2017 and 32 closed out, a net change of +23 holders.
  • The largest Steris buyer in Q4 2017 was Ameriprise, an estimated $28M added.
  • The largest Steris seller in Q4 2017 was Nationwide Fund Advisors, an estimated $41.6M sold.

Based on aggregated 13F filings for Q4 2017.