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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
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$649M +$13.9M +155,493 +2%
BlackRock
2
BlackRock
New York
$628M +$21.3M +239,200 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$622M +$10.5M +117,983 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$514M -$24.3M -272,750 -4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$281M -$11.8M -132,178 -4%
State Street
6
State Street
Massachusetts
$210M -$18.7M -209,398 -8%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$175M +$22M +246,607 +14%
Principal Financial Group
8
Principal Financial Group
Iowa
$158M -$4.97M -55,761 -3%
Westfield Capital Management
9
Westfield Capital Management
Massachusetts
$148M -$13.3M -149,320 -8%
Fisher Asset Management
10
Fisher Asset Management
Washington
$133M -$2.11M -23,645 -2%
ACH
11
ArrowMark Colorado Holdings
Colorado
$130M +$1.05M +11,742 +0.8%
Bessemer Group
12
Bessemer Group
New Jersey
$114M -$7.48M -83,827 -6%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$109M -$9.75M -109,247 -8%
American Century Companies
14
American Century Companies
Missouri
$104M +$13.6M +152,346 +15%
Wells Fargo
15
Wells Fargo
California
$96.7M +$6.14M +68,881 +7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$89.1M +$85.5K +958 +0.1%
SDJVC
17
St. Denis J. Villere & Co
Louisiana
$82.6M -$870K -9,750 -1%
CIP
18
Champlain Investment Partners
Vermont
$81.2M -$13.9M -155,755 -14%
FCM
19
Frontier Capital Management
Massachusetts
$80.7M -$8.23M -92,293 -9%
Macquarie Group
20
Macquarie Group
Australia
$77.6M +$155K +1,733 +0.2%
CRM
21
Cramer Rosenthal McGlynn
Connecticut
$75.8M -$3.74M -41,886 -5%
Public Employees Retirement Association of Colorado
22
Public Employees Retirement Association of Colorado
Colorado
$74.2M +$3.11M +34,823 +4%
Norges Bank
23
Norges Bank
Norway
$73.7M +$6.07M +68,043 +9%
CAM
24
Congress Asset Management
Massachusetts
$71.9M +$19.7M +220,268 +37%
HIM
25
Hermes Investment Management
United Kingdom
$69.7M -$1.64M -18,332 -2%

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.