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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
Franklin Resources
51
Franklin Resources
California
$23.6M -$41.4M -464,300 -63%
Morgan Stanley
52
Morgan Stanley
New York
$22.6M -$5.3M -59,370 -19%
DAC
53
Dividend Assets Capital
South Carolina
$20.9M +$1.23M +13,745 +6%
Citadel Advisors
54
Citadel Advisors
Florida
$20.7M -$6.73M -75,488 -24%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$19.5M +$1.06M +11,899 +6%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$18.3M +$959K +10,747 +5%
Daiwa Securities Group
57
Daiwa Securities Group
Japan
$17.2M +$9.05M +101,396 +107%
Canada Pension Plan Investment Board
58
Canada Pension Plan Investment Board
Ontario, Canada
$16.6M +$12.2M +136,200 +252%
AIG
59
American International Group
New York
$15.4M +$196K +2,196 +1%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$14.5M +$1.29M +14,410 +10%
CCM
61
Channing Capital Management
Illinois
$14.3M -$2.39M -26,781 -14%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$14.2M -$238K -2,668 -2%
Retirement Systems of Alabama
63
Retirement Systems of Alabama
Alabama
$14M +$34.6K +388 +0.2%
JP Morgan Chase
64
JP Morgan Chase
New York
$13.3M +$7.57M +84,836 +125%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$13M +$224K +2,516 +2%
Deutsche Bank
66
Deutsche Bank
Germany
$12.9M -$5.07M -56,796 -28%
Swiss National Bank
67
Swiss National Bank
Switzerland
$12.7M +$232K +2,600 +2%
SFM
68
Stack Financial Management
Montana
$12.5M -$232K -2,601 -2%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$12.3M +$76.3K +855 +0.6%
Lazard Asset Management
70
Lazard Asset Management
New York
$12.2M +$1.29M +14,425 +12%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.1M +$1.45M +16,201 +13%
UCFA
72
United Capital Financial Advisors
Texas
$11.4M -$66K -740 -0.6%
STCG
73
Speece Thorson Capital Group
Minnesota
$11.3M -$82.2K -921 -0.7%
Canada Life
74
Canada Life
Manitoba, Canada
$10.8M -$744K -8,342 -6%
UBS Group
75
UBS Group
Switzerland
$10.8M +$1.3M +14,626 +13%

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.