Steris
553 hedge funds and large institutions have $10.6B invested in Steris in 2020 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 190 increasing their positions, 194 reducing their positions, and 63 closing their positions.
297% more call options, than puts
Call options by funds: $13.9M | Put options by funds: $3.5M
200% more funds holding in top 10
Funds holding in top 10: 3 → 9 (+6)
67% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 63
7% more funds holding
Funds holding: 518 → 553 (+35)
1.27% more ownership
Funds ownership: 88.02% → 89.29% (+1.3%)
2% less repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 194
7% less capital invested
Capital invested by funds: $11.4B → $10.6B (-$775M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM Investment Management
Laguna Beach,
California
|
+$409M |
| 2 |
Select Equity Group
New York
|
+$81.8M |
| 3 |
ACM
Alta Capital Management
Salt Lake City,
Utah
|
+$66.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$53.6M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$41.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$115M |
| 2 |
Janus Henderson Group
London,
|
-$98.4M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$69.2M |
| 4 |
Millennium Management
New York
|
-$55.7M |
| 5 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$54.3M |
STE Hedge Fund Activity: Q1 2020 in Review
553 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q1 2020, worth a combined $10.6B — down 6.8% from $11.4B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new STE positions and 63 closed out — a net gain of 42 holders — while 190 added to existing stakes and 194 trimmed.
The largest buyer was WCM Investment Management, adding an estimated $409M. The largest seller was Wells Fargo, cutting an estimated $115M.
- 553 institutional investors held Steris (STE) as of Q1 2020, up from 518 in Q4 2019.
- Funds reported $10.6B of Steris stock for Q1 2020, down 6.8% quarter-over-quarter.
- 105 funds opened new Steris positions in Q1 2020 and 63 closed out, a net change of +42 holders.
- The largest Steris buyer in Q1 2020 was WCM Investment Management, an estimated $409M added.
- The largest Steris seller in Q1 2020 was Wells Fargo, an estimated $115M sold.
Based on aggregated 13F filings for Q1 2020.