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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
BlackRock
1
BlackRock
New York
$886M +$15.9M +140,347 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$860M +$15.1M +133,510 +2%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$851M -$14.9M -131,458 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$545M -$67.3M -594,941 -11%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$301M +$3.29M +29,062 +1%
State Street
6
State Street
Massachusetts
$263M -$31.5M -278,437 -11%
WCM Investment Management
7
WCM Investment Management
California
$261M +$142M +1,253,653 +122%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$260M +$11.7M +103,392 +5%
Principal Financial Group
9
Principal Financial Group
Iowa
$184M -$1.8M -15,958 -1%
Fisher Asset Management
10
Fisher Asset Management
Washington
$161M -$3.88M -34,317 -2%
Wells Fargo
11
Wells Fargo
California
$147M -$272K -2,409 -0.2%
Victory Capital Management
12
Victory Capital Management
Texas
$143M -$8.48K -75 -0%
Bessemer Group
13
Bessemer Group
New Jersey
$136M -$18M -159,436 -12%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$132M -$5.4M -47,744 -4%
FCM
15
Frontier Capital Management
Massachusetts
$123M +$10.5M +92,420 +9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$119M +$1.23M +10,838 +1%
ACH
17
ArrowMark Colorado Holdings
Colorado
$109M -$5.32M -47,013 -5%
American Century Companies
18
American Century Companies
Missouri
$108M -$30.8M -271,996 -22%
Norges Bank
19
Norges Bank
Norway
$103M -$996K -8,810 -1%
CAM
20
Congress Asset Management
Massachusetts
$102M -$941K -8,317 -0.9%
Federated Hermes
21
Federated Hermes
Pennsylvania
$99.3M +$94.5M +835,616 +2,546%
Northern Trust
22
Northern Trust
Illinois
$90.8M +$17M +149,935 +23%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$88.5M +$2.01M +17,744 +2%
Macquarie Group
24
Macquarie Group
Australia
$88.4M -$11.2M -99,309 -11%
HA
25
Homestead Advisers
Virginia
$85.2M -$2.26M -20,000 -3%

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.