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566 hedge funds and large institutions have $13.7B invested in Steris in 2020 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 227 increasing their positions, 187 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $10M

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

21% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 187

16% more capital invested

Capital invested by funds: $11.8B → $13.7B (+$1.91B)

0.94% more ownership

Funds ownership: 90.75%91.68% (+0.94%)

8% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 62

2% less funds holding

Funds holding: 575566 (-9)

Holders
566
Holders Change
-9
Holders Change %
-1.57%
% of All Funds
11.42%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
57
Increased
227
Reduced
187
Closed
62
Calls
$22.1M
Puts
$10M
Net Calls
+$12.1M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
501
Winslow Evans & Crocker
Massachusetts
$37K
CI
502
CX Institutional
Indiana
$37K +$14.1K +88 +73%
LAS
503
Lloyd Advisory Services
Georgia
$30K +$1.6K +10 +6%
PFWA
504
Paces Ferry Wealth Advisors
Georgia
$30K +$27K +169 New
LWA
505
Lenox Wealth Advisors
New York
$27K +$8.63K +54 +54%
AA
506
AlphaMark Advisors
Kentucky
$26K
CFD
507
Creative Financial Designs
Indiana
$26K
NR
508
Newfound Research
Massachusetts
$26K +$23.7K +148 New
HPC
509
HM Payson & Co
Maine
$25K
HWM
510
HighMark Wealth Management
Minnesota
$23K +$160 +1 +0.8%
DAM
511
Delta Asset Management
Tennessee
$22K
SL
512
Savior LLC
Massachusetts
$21K
BBHC
513
Brown Brothers Harriman & Co
New York
$20K
AIM
514
AIA Investment Management
Singapore
$19K
AssetMark Inc
515
AssetMark Inc
California
$19K +$15.7K +98 +817%
C
516
Cerebellum
California
$18K -$126K -787 -88%
EWA
517
Evolution Wealth Advisors
Florida
$18K
SIC
518
Salem Investment Counselors
North Carolina
$18K
CG
519
Cutler Group
California
$17K +$16K +100 New
CDIA
520
Capital Directions Investment Advisors
Georgia
$16K
LF
521
Lee Financial
Texas
$14K -$2.56K -16 -17%
HWM
522
Holloway Wealth Management
Florida
$13K
EARNEST Partners
523
EARNEST Partners
Georgia
$12K
TAIM
524
TD Ameritrade Investment Management
Nebraska
$12K
BWP
525
Baldwin Wealth Partners
Massachusetts
$12K +$1.12K +7 +11%

STE Hedge Fund Activity: Q3 2020 in Review

566 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q3 2020, worth a combined $13.7B — up 16% from $11.8B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of STE and 57 opened new positions — a net loss of 5 holders — while 187 trimmed existing stakes and 227 added.

The largest buyer was London Company of Virginia, opening a new position worth an estimated $118M. The largest seller was Vanguard Group, cutting an estimated $82.1M.

  • 566 institutional investors held Steris (STE) as of Q3 2020, down from 575 in Q2 2020.
  • Funds reported $13.7B of Steris stock for Q3 2020, up 16% quarter-over-quarter.
  • 57 funds opened new Steris positions in Q3 2020 and 62 closed out, a net change of -5 holders.
  • The largest Steris buyer in Q3 2020 was London Company of Virginia, an estimated $118M added.
  • The largest Steris seller in Q3 2020 was Vanguard Group, an estimated $82.1M sold.

Based on aggregated 13F filings for Q3 2020.