STE icon

Steris
STE

Overview Fund Activity

551 hedge funds and large institutions have $10.6B invested in Steris in 2020 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 190 increasing their positions, 194 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+34
Holders Change %
+6.58%
% of All Funds
12.17%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.2%
New
103
Increased
190
Reduced
194
Closed
63
Calls
$13.9M
Puts
$3.5M
Net Calls
+$10.4M
Net Calls Change
+$15.4M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
$711M
2
Select Equity Group
Select Equity Group
New York
$266M
3
ACM
Alta Capital Management
Utah
$62.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.36B
5
Franklin Resources
Franklin Resources
California
$75.1M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$21.4M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$665M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$289M
4
Millennium Management
Millennium Management
New York
$13.9M
5
FCM
Frontier Capital Management
Massachusetts
$50M
Name Holding Trade Value Shares
Change 		Shares
Change %
PM
501
Precept Management
Texas
$14K -$4.61M -32,900 -100%
EWA
502
Evolution Wealth Advisors
Florida
$14K -$3.4K -25 -20%
SIC
503
Salem Investment Counselors
North Carolina
$14K – – –
VFA
504
Valeo Financial Advisors
Indiana
$14K +$1.39K +9 +11%
CDIA
505
Capital Directions Investment Advisors
Georgia
$13K – – –
GRP
506
Global Retirement Partners
California
$11K +$11K +82 New
AIL
507
AGF Investments LLC
Ontario, Canada
$10K +$541 +4 +6%
TAIM
508
TD Ameritrade Investment Management
Nebraska
$10K +$2.22K +16 +29%
KPW
509
Kore Private Wealth
New York
$10K +$6.14K +43 +159%
VCM
510
Vigilant Capital Management
Maine
$10K +$10K +70 New
LWA
511
Lenox Wealth Advisors
New York
$10K +$10K +73 New
EARNEST Partners
512
EARNEST Partners
Georgia
$9K – – –
FGAM
513
Financial Gravity Asset Management
Texas
$8.97K -$4.62K -33 -34%
SWM
514
Sugarloaf Wealth Management
Georgia
$8K – – –
BCA
515
Berman Capital Advisors
Georgia
$8K – – –
PFBT
516
Parkside Financial Bank & Trust
Missouri
$8K +$1.02K +7 +15%
BWA
517
BDO Wealth Advisors
Florida
$8K +$8K +54 New
LC
518
Lindbrook Capital
California
$7K +$1.21K +9 +21%
PCTC
519
Perkins Coie Trust Company
Washington
$7K +$7K +47 New
BWP
520
Baldwin Wealth Partners
Massachusetts
$7K +$7K +53 New
FRA
521
Front Row Advisors
California
$6K -$1.36K -10 -19%
PW
522
Price Wealth
Texas
$6K +$4.8K +36 +400%
JSC
523
Jackson Square Capital
California
$5K -$5.71K -40 -53%
AF
524
Allworth Financial
California
$5K -$4.17K -30 -45%
ETC
525
Exchange Traded Concepts
Oklahoma
$5K -$513 -4 -9%
19 20
21
22 23