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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
PFBT
526
Parkside Financial Bank & Trust
Missouri
$12K +$1.28K +8 +14%
BWA
527
BDO Wealth Advisors
Florida
$10K
BCA
528
Berman Capital Advisors
Georgia
$10K
SWM
529
Sugarloaf Wealth Management
Georgia
$10K
VFA
530
Valeo Financial Advisors
Indiana
$9K -$6.88K -43 -45%
HIA
531
Harbor Investment Advisory
Maryland
$9K -$4.16K -26 -33%
MPWT
532
MassMutual Private Wealth & Trust
Connecticut
$9K -$2.88K -18 -27%
FDCDDQ
533
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.81K
HF
534
Halpern Financial
Virginia
$7.22K +$6.56K +41 New
ETC
535
Exchange Traded Concepts
Oklahoma
$7K -$5.44K -34 -48%
JSC
536
Jackson Square Capital
California
$7K
FRA
537
Front Row Advisors
California
$6K -$1.6K -10 -23%
AF
538
Allworth Financial
California
$6K
SIS
539
Sound Income Strategies
Florida
$6K +$5.44K +34 New
CA
540
Crewe Advisors
Utah
$5K
TWA
541
TCI Wealth Advisors
Arizona
$5K +$1.12K +7 +35%
GFPC
542
Global Financial Private Client
Florida
$4.88K
Millennium Management
543
Millennium Management
New York
$4.6K -$12.6M -78,950 -75%
BFC
544
Bedel Financial Consulting
Indiana
$4K
BWM
545
BerganKDV Wealth Management
Minnesota
$4K
CAL
546
Capital Advisors Ltd
Ohio
$4K
FFA
547
Founders Financial Alliance
North Carolina
$4K +$3.36K +21 New
NNP
548
Nachman Norwood & Parrott
South Carolina
$4K +$3.84K +24 New
LWM
549
Liberty Wealth Management
California
$3K -$1.6K -10 -36%
FMP
550
Financial Management Professionals
Texas
$3K

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.