Steris
409 hedge funds and large institutions have $9.16B invested in Steris in 2019 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 145 increasing their positions, 137 reducing their positions, and 70 closing their positions.
55% more call options, than puts
Call options by funds: $9.95M | Put options by funds: $6.4M
15% more capital invested
Capital invested by funds: $7.97B → $9.16B (+$1.19B)
6% more repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 137
0% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 70
1% less funds holding
Funds holding: 412 → 409 (-3)
3.73% less ownership
Funds ownership: 88.3% → 84.58% (-3.7%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$94.6M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$58.3M |
| 3 |
PC
Polar Capital
London,
United Kingdom
|
+$36.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$35.7M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$27.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$106M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$69.7M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$38.1M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$35.8M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$35.1M |
STE Hedge Fund Activity: Q1 2019 in Review
409 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q1 2019, worth a combined $9.16B — up 15% from $7.97B a quarter earlier.
Fund positioning in STE was balanced in Q1 2019: 70 funds opened new positions, 70 closed out, 145 added to existing stakes and 137 trimmed.
The largest buyer was William Blair Investment Management, opening a new position worth an estimated $94.6M. The largest seller was Principal Financial Group, cutting an estimated $106M.
- 409 institutional investors held Steris (STE) as of Q1 2019, down from 412 in Q4 2018.
- Funds reported $9.16B of Steris stock for Q1 2019, up 15% quarter-over-quarter.
- 70 funds opened new Steris positions in Q1 2019 and 70 closed out, a net change of 0 holders.
- The largest Steris buyer in Q1 2019 was William Blair Investment Management, an estimated $94.6M added.
- The largest Steris seller in Q1 2019 was Principal Financial Group, an estimated $106M sold.
Based on aggregated 13F filings for Q1 2019.