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299 hedge funds and large institutions have $5.39B invested in Steris in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 113 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

6% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 31

2% more capital invested

Capital invested by funds: $5.26B → $5.39B (+$129M)

0.37% less ownership

Funds ownership: 91.71%91.34% (-0.37%)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 113

2% less funds holding

Funds holding: 305299 (-6)

81% less call options, than puts

Call options by funds: $1.42M | Put options by funds: $7.41M

Holders
299
Holders Change
-6
Holders Change %
-1.97%
% of All Funds
7.44%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
33
Increased
109
Reduced
113
Closed
31
Calls
$1.42M
Puts
$7.41M
Net Calls
-$5.99M
Net Calls Change
+$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JHIU
1
Janus Henderson Investors US
Colorado
$602M +$2.34M +33,758 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$470M -$22.2M -321,525 -5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$454M +$198M +2,856,744 +78%
BlackRock
4
BlackRock
New York
$366M +$363M +5,240,530 +16,597%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$180M +$15.7M +226,303 +10%
Westfield Capital Management
6
Westfield Capital Management
Massachusetts
$166M -$3.29M -47,536 -2%
American Century Companies
7
American Century Companies
Missouri
$144M +$22.7M +328,635 +19%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$131M +$9.47M +136,852 +8%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$115M +$5.01M +72,457 +5%
Wells Fargo
10
Wells Fargo
California
$109M -$46.5M -671,619 -30%
Fisher Asset Management
11
Fisher Asset Management
Washington
$108M -$2.6M -37,558 -2%
State Street
12
State Street
Massachusetts
$106M -$1.2M -17,386 -1%
CRM
13
Cramer Rosenthal McGlynn
Connecticut
$99.3M -$23.3M -337,233 -19%
ACH
14
ArrowMark Colorado Holdings
Colorado
$94.3M +$20.2M +291,574 +27%
Franklin Resources
15
Franklin Resources
California
$88.5M +$754K +10,900 +0.9%
FCM
16
Frontier Capital Management
Massachusetts
$88.3M -$33.9M -490,021 -28%
CIP
17
Champlain Investment Partners
Vermont
$85.8M +$10.4M +150,885 +14%
HIM
18
Hermes Investment Management
United Kingdom
$75.7M -$1.97M -28,492 -3%
SDJVC
19
St. Denis J. Villere & Co
Louisiana
$72.8M +$676K +9,773 +0.9%
EAM
20
Edge Asset Management
Washington
$68.9M +$3.49M +50,442 +5%
VFA
21
Virtus Fund Advisers
Connecticut
$67.3M +$12.4M +178,925 +23%
DDC
22
DF Dent & Co
Maryland
$64.8M +$13M +187,295 +25%
Principal Financial Group
23
Principal Financial Group
Iowa
$61.7M +$5.43M +78,477 +10%
Norges Bank
24
Norges Bank
Norway
$56.9M +$10.3M +148,657 +22%
Public Employees Retirement Association of Colorado
25
Public Employees Retirement Association of Colorado
Colorado
$56.5M -$962K -13,900 -2%

STE Hedge Fund Activity: Q1 2017 in Review

299 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q1 2017, worth a combined $5.39B — up 2.5% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new STE positions and 31 closed out — a net gain of 2 holders — while 109 added to existing stakes and 113 trimmed.

The largest buyer was BlackRock, adding an estimated $363M. The largest seller was Iridian Asset Management, exiting entirely with an estimated $264M sold.

  • 299 institutional investors held Steris (STE) as of Q1 2017, down from 305 in Q4 2016.
  • Funds reported $5.39B of Steris stock for Q1 2017, up 2.5% quarter-over-quarter.
  • 33 funds opened new Steris positions in Q1 2017 and 31 closed out, a net change of +2 holders.
  • The largest Steris buyer in Q1 2017 was BlackRock, an estimated $363M added.
  • The largest Steris seller in Q1 2017 was Iridian Asset Management, an estimated $264M sold.

Based on aggregated 13F filings for Q1 2017.