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387 hedge funds and large institutions have $8.53B invested in Steris in 2018 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 148 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 36

19% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 124

7% more capital invested

Capital invested by funds: $7.96B → $8.53B (+$577M)

6% more funds holding

Funds holding: 366387 (+21)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.6% less ownership

Funds ownership: 89.83%88.23% (-1.6%)

10% less call options, than puts

Call options by funds: $5.41M | Put options by funds: $6.02M

Holders
387
Holders Change
+21
Holders Change %
+5.74%
% of All Funds
8.85%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
60
Increased
148
Reduced
124
Closed
36
Calls
$5.41M
Puts
$6.02M
Net Calls
-$605K
Net Calls Change
+$6.33M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
76
Legato Capital Management
California
$13.6M +$792K +7,000 +6%
PPA
77
Parametric Portfolio Associates
Washington
$13.4M +$7.07M +62,530 +114%
BTW
78
Boston Trust Walden
Massachusetts
$12.9M -$1.1M -9,705 -8%
UBS Group
79
UBS Group
Switzerland
$12.4M -$1.82M -16,123 -13%
GAM
80
Gotham Asset Management
New York
$12.2M +$9.2M +81,330 +318%
CCM
81
Channing Capital Management
Illinois
$12.2M -$3.24M -28,693 -21%
Daiwa Securities Group
82
Daiwa Securities Group
Japan
$11.9M -$2.62M -23,128 -18%
GI
83
GAMCO Investors
Connecticut
$11.7M
STCG
84
Speece Thorson Capital Group
Minnesota
$11.6M -$1.88M -16,633 -14%
ESCM
85
Echo Street Capital Management
New York
$11.4M +$1.21M +10,740 +12%
WBC
86
Westpac Banking Corp
Australia
$10.9M +$10.7M +95,019 New
WCF
87
West Coast Financial
California
$9.72M +$314K +2,775 +3%
UBS AM
88
UBS AM
Illinois
$9.62M +$48.3K +427 +0.5%
Lazard Asset Management
89
Lazard Asset Management
New York
$9.53M +$643K +5,685 +7%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$9.11M +$530K +4,684 +6%
Canada Pension Plan Investment Board
91
Canada Pension Plan Investment Board
Ontario, Canada
$8.37M +$5.91M +52,300 +250%
Barclays
92
Barclays
United Kingdom
$8.17M +$3.12M +27,600 +63%
CS
93
Credit Suisse
Switzerland
$8.11M -$56.5K -500 -0.7%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$7.88M -$194K -1,718 -2%
State of Tennessee, Department of Treasury
95
State of Tennessee, Department of Treasury
Tennessee
$7.85M +$973K +8,604 +14%
MC
96
Middleton & Co
Massachusetts
$7.63M -$662K -5,855 -8%
Comerica Bank
97
Comerica Bank
Texas
$7.59M +$411K +3,635 +5%
NC
98
Nicholas Company
Wisconsin
$7.49M -$398K -3,520 -5%
AAMU
99
Amundi Asset Management US
Massachusetts
$7.03M -$44.8K -396 -0.6%
ASRS
100
Arizona State Retirement System
Arizona
$6.87M +$146K +1,288 +2%

STE Hedge Fund Activity: Q3 2018 in Review

387 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q3 2018, worth a combined $8.53B — up 7.3% from $7.96B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new STE positions and 36 closed out — a net gain of 24 holders — while 148 added to existing stakes and 124 trimmed.

The largest buyer was WCM Investment Management, adding an estimated $142M. The largest seller was St. Denis J. Villere & Co, exiting entirely with an estimated $97.5M sold.

  • 387 institutional investors held Steris (STE) as of Q3 2018, up from 366 in Q2 2018.
  • Funds reported $8.53B of Steris stock for Q3 2018, up 7.3% quarter-over-quarter.
  • 60 funds opened new Steris positions in Q3 2018 and 36 closed out, a net change of +24 holders.
  • The largest Steris buyer in Q3 2018 was WCM Investment Management, an estimated $142M added.
  • The largest Steris seller in Q3 2018 was St. Denis J. Villere & Co, an estimated $97.5M sold.

Based on aggregated 13F filings for Q3 2018.