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518 hedge funds and large institutions have $11.4B invested in Steris in 2019 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 166 increasing their positions, 198 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 41

8% more funds holding

Funds holding: 480518 (+38)

6% more capital invested

Capital invested by funds: $10.8B → $11.4B (+$598M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.05% less ownership

Funds ownership: 88.07%88.02% (-0.05%)

16% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 198

58% less call options, than puts

Call options by funds: $3.69M | Put options by funds: $8.73M

Holders
518
Holders Change
+38
Holders Change %
+7.92%
% of All Funds
10.21%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
90
Increased
166
Reduced
198
Closed
41
Calls
$3.69M
Puts
$8.73M
Net Calls
-$5.04M
Net Calls Change
-$9.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.43B +$199M +1,359,600 +17%
BlackRock
2
BlackRock
New York
$1.12B -$337M -2,298,732 -24%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$824M -$75.3M -513,806 -9%
State Street
4
State Street
Massachusetts
$547M +$114M +774,516 +28%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$385M -$69.4M -473,610 -16%
WCM Investment Management
6
WCM Investment Management
California
$357M -$52.8M -360,419 -13%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$297M +$36.5M +248,912 +15%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$212M +$65.9M +449,941 +48%
Select Equity Group
9
Select Equity Group
New York
$207M +$179M +1,219,655 +901%
Northern Trust
10
Northern Trust
Illinois
$180M +$22.3M +151,962 +15%
Invesco
11
Invesco
Georgia
$165M +$1.03M +6,998 +0.6%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$163M +$3.02M +20,636 +2%
Goldman Sachs
13
Goldman Sachs
New York
$161M +$88M +600,507 +133%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$159M -$12.4M -84,535 -7%
ACH
15
ArrowMark Colorado Holdings
Colorado
$147M +$15.3M +104,202 +12%
Wells Fargo
16
Wells Fargo
California
$141M +$1.42M +9,698 +1%
Norges Bank
17
Norges Bank
Norway
$137M -$988K -6,738 -0.7%
Fisher Asset Management
18
Fisher Asset Management
Washington
$132M -$30M -204,529 -19%
PAMU
19
Pictet Asset Management (UK)
United Kingdom
$131M +$126M +861,918 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$114M -$44.8M -305,381 -29%
Principal Financial Group
21
Principal Financial Group
Iowa
$111M -$53.9M -367,596 -33%
Bessemer Group
22
Bessemer Group
New Jersey
$110M +$976K +6,661 +0.9%
Bank of America
23
Bank of America
North Carolina
$110M +$3.93M +26,780 +4%
FCM
24
Frontier Capital Management
Massachusetts
$110M -$2.11M -14,421 -2%
Westfield Capital Management
25
Westfield Capital Management
Massachusetts
$108M +$1.13M +7,698 +1%

STE Hedge Fund Activity: Q4 2019 in Review

518 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2019, worth a combined $11.4B — up 5.6% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new STE positions and 41 closed out — a net gain of 49 holders — while 166 added to existing stakes and 198 trimmed.

The largest buyer was Vanguard Group, adding an estimated $199M. The largest seller was BlackRock, cutting an estimated $337M.

  • 518 institutional investors held Steris (STE) as of Q4 2019, up from 480 in Q3 2019.
  • Funds reported $11.4B of Steris stock for Q4 2019, up 5.6% quarter-over-quarter.
  • 90 funds opened new Steris positions in Q4 2019 and 41 closed out, a net change of +49 holders.
  • The largest Steris buyer in Q4 2019 was Vanguard Group, an estimated $199M added.
  • The largest Steris seller in Q4 2019 was BlackRock, an estimated $337M sold.

Based on aggregated 13F filings for Q4 2019.