We are live on ! Find out more

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
VRS
201
Virginia Retirement Systems
Virginia
$700K +$714K +8,000 New
NA
202
Neuburgh Advisers
California
$664K +$110K +1,232 +19%
RCAMU
203
Rothschild & Co Asset Management US
Connecticut
$655K +$668K +7,489 New
Nomura Holdings
204
Nomura Holdings
Japan
$648K +$660K +7,399 New
Balyasny Asset Management
205
Balyasny Asset Management
Illinois
$645K +$75.5K +846 +13%
CIC
206
Carnegie Investment Counsel
Ohio
$643K -$74K -830 -10%
HighTower Advisors
207
HighTower Advisors
Illinois
$641K +$395K +4,426 +152%
AIA
208
Allegis Investment Advisors
Idaho
$638K +$277K +3,102 +74%
GCA
209
Greenwood Capital Associates
South Carolina
$630K -$39.5K -443 -6%
RB
210
Rodgers Brothers
Pennsylvania
$600K
DIA
211
Denver Investment Advisors
Colorado
$595K
AAM
212
Advisors Asset Management
Colorado
$589K -$788K -8,838 -57%
HHC
213
Hutchin Hill Capital
New York
$569K -$223K -2,500 -28%
NA
214
NewEdge Advisors
Louisiana
$565K -$10.8K -121 -2%
VAM
215
Visionary Asset Management
Texas
$534K +$195K +2,186 +56%
DBG
216
De Burlo Group
Massachusetts
$533K
VF
217
Virtu Financial
New York
$529K +$540K +6,051 New
AAM
218
Aureus Asset Management
Massachusetts
$518K +$122K +1,370 +30%
SCM
219
Shelton Capital Management
Colorado
$498K
LIA
220
LS Investment Advisors
Michigan
$486K -$118K -1,327 -19%
LTFS
221
Ladenburg Thalmann Financial Services
Florida
$485K +$58.2K +652 +13%
MCIM
222
Meadow Creek Investment Management
Georgia
$483K +$79.9K +896 +19%
PTC
223
Private Trust Company
Ohio
$479K
BFO
224
Boston Family Office
Massachusetts
$466K
WCM
225
Washington Capital Management
Washington
$450K -$254K -2,850 -36%

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.