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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 %
LSA
526
Lion Street Advisors
Texas
$5K +$5K +35 New
MWA
527
Marshall Wace Asia
Hong Kong
$5K +$5K +38 New
LWM
528
Liberty Wealth Management
California
$4K – – –
PMFA
529
Plante Moran Financial Advisors
Michigan
$4K – – –
FAM
530
Fred Alger Management
New York
$4K +$4K +26 New
PA
531
Procyon Advisors
Connecticut
$3K -$8K -48 -73%
BFC
532
Bedel Financial Consulting
Indiana
$3K – – –
BWM
533
BerganKDV Wealth Management
Minnesota
$3K +$818 +6 +38%
TFO
534
Tarbox Family Office
California
$3K +$3K +24 New
ABC
535
Associated Banc-Corp
Wisconsin
$3K +$3K +24 New
EIP
536
Ellis Investment Partners
Pennsylvania
$3K +$3K +27 New
TPCW
537
TD Private Client Wealth
New York
$2.1K +$2.1K +15 New
EFSCE
538
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$2K +13 New
BL
539
Balentine LLC
Georgia
$2K +$2K +16 New
FDCDDQ
540
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.26K – – –
GWS
541
Glassman Wealth Services
Virginia
$1K -$2.2K -11 -69%
GWM
542
Geneos Wealth Management
Colorado
$1K – – –
VCM
543
Versant Capital Management
Arizona
$1K +$182 +2 +22%
TWA
544
TCI Wealth Advisors
Arizona
$1K +$571 +4 +133%
PWMG
545
Prestige Wealth Management Group
New Jersey
$1K +$1K +5 New
Fidelity International
546
Fidelity International
Bermuda
$1K +$1K +8 New
WIM
547
Westside Investment Management
California
$626 +$626 +4,475 New
SWA
548
Sutton Wealth Advisors
Florida
$420 +$420 +3 New
TI
549
tru Independence
Oregon
$6 – – –
MWNA
550
Marshall Wace North America
New York
– -$45.9M -300,985 Closed
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