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305 hedge funds and large institutions have $5.26B invested in Steris in 2016 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 101 increasing their positions, 123 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 33

3% more funds holding

Funds holding: 297305 (+8)

1.06% more ownership

Funds ownership: 90.65%91.71% (+1.1%)

8% less capital invested

Capital invested by funds: $5.69B → $5.26B (-$432M)

18% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 123

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

85% less call options, than puts

Call options by funds: $1.75M | Put options by funds: $11.6M

Holders
305
Holders Change
+8
Holders Change %
+2.69%
% of All Funds
7.63%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
44
Increased
101
Reduced
123
Closed
33
Calls
$1.75M
Puts
$11.6M
Net Calls
-$9.9M
Net Calls Change
+$4.53M
Name Holding Trade Value Shares
Change
Change in
Stake
JHIU
1
Janus Henderson Investors US
Colorado
$582M +$97.6M +1,438,898 +20%
Vanguard Group
2
Vanguard Group
Pennsylvania
$478M +$12.9M +190,762 +3%
IAM
3
Iridian Asset Management
Connecticut
$264M -$17.2M -253,440 -6%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$248M +$86.4M +1,273,111 +53%
BFA
5
BlackRock Fund Advisors
California
$185M -$185K -2,725 -0.1%
Westfield Capital Management
6
Westfield Capital Management
Massachusetts
$164M -$10.3M -152,462 -6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$160M -$997K -14,693 -0.6%
Wells Fargo
8
Wells Fargo
California
$151M -$70.1M -1,033,184 -32%
BIT
9
BlackRock Institutional Trust
California
$122M -$2.18M -32,151 -2%
CRM
10
Cramer Rosenthal McGlynn
Connecticut
$119M +$29.4M +432,902 +32%
FCM
11
Frontier Capital Management
Massachusetts
$119M +$4.44M +65,496 +4%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$118M +$1.74M +25,666 +1%
American Century Companies
13
American Century Companies
Missouri
$117M +$18.2M +267,714 +18%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$107M -$2.07M -30,520 -2%
Fisher Asset Management
15
Fisher Asset Management
Washington
$107M -$3.66M -53,938 -3%
State Street
16
State Street
Massachusetts
$104M -$264K -3,894 -0.3%
Franklin Resources
17
Franklin Resources
California
$85.1M +$5.21M +76,875 +6%
HIM
18
Hermes Investment Management
United Kingdom
$75.3M +$9.94M +146,614 +15%
CIP
19
Champlain Investment Partners
Vermont
$73.1M +$3.87M +57,115 +6%
ACH
20
ArrowMark Colorado Holdings
Colorado
$71.8M +$33.4M +492,166 +86%
SDJVC
21
St. Denis J. Villere & Co
Louisiana
$70M +$1.51M +22,255 +2%
EAM
22
Edge Asset Management
Washington
$63.5M +$24.9M +366,789 +64%
Goldman Sachs
23
Goldman Sachs
New York
$60.1M +$1.31M +19,340 +2%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$56.7M +$508K +7,485 +0.9%
Public Employees Retirement Association of Colorado
25
Public Employees Retirement Association of Colorado
Colorado
$55.7M -$4.67M -68,907 -8%

STE Hedge Fund Activity: Q4 2016 in Review

305 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2016, worth a combined $5.26B — down 7.6% from $5.69B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new STE positions and 33 closed out — a net gain of 11 holders — while 101 added to existing stakes and 123 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $97.6M. The largest seller was Fred Alger Management, exiting entirely with an estimated $81.9M sold.

  • 305 institutional investors held Steris (STE) as of Q4 2016, up from 297 in Q3 2016.
  • Funds reported $5.26B of Steris stock for Q4 2016, down 7.6% quarter-over-quarter.
  • 44 funds opened new Steris positions in Q4 2016 and 33 closed out, a net change of +11 holders.
  • The largest Steris buyer in Q4 2016 was Janus Henderson Investors US, an estimated $97.6M added.
  • The largest Steris seller in Q4 2016 was Fred Alger Management, an estimated $81.9M sold.

Based on aggregated 13F filings for Q4 2016.