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706 hedge funds and large institutions have $21.5B invested in Steris in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 252 increasing their positions, 263 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,851% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $2.42M

75% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $20.3B → $21.5B (+$1.15B)

5.43% more ownership

Funds ownership: 93.68%99.11% (+5.4%)

4% more funds holding

Funds holding: 682706 (+24)

4% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 263

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
706
Holders Change
+24
Holders Change %
+3.52%
% of All Funds
10.29%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
84
Increased
252
Reduced
263
Closed
48
Calls
$47.2M
Puts
$2.42M
Net Calls
+$44.8M
Net Calls Change
+$439K
Name Holding Trade Value Shares
Change
Change in
Stake
YCM
226
Yousif Capital Management
Michigan
$3.36M -$81.2K -384 -2%
HighTower Advisors
227
HighTower Advisors
Illinois
$3.35M +$3.17K +15 +0.1%
SAM
228
Silvercrest Asset Management
New York
$3.31M +$50.8K +240 +2%
MML Investors Services
229
MML Investors Services
Massachusetts
$3.31M +$861K +4,069 +37%
AIM
230
Achmea Investment Management
Netherlands
$3.23M +$1.13M +5,353 +57%
KM
231
Kabouter Management
Illinois
$3.23M -$2.84M -13,425 -48%
PGAM
232
Princeton Global Asset Management
New Jersey
$3.11M +$15.2K +72 +0.5%
FHB
233
First Hawaiian Bank
Hawaii
$3.04M +$279K +1,317 +11%
SWP
234
Stratos Wealth Partners
Ohio
$3.03M -$10.4K -49 -0.4%
OSAM
235
O'Shaughnessy Asset Management
Connecticut
$3.02M -$76.6K -362 -3%
MYIA
236
Mount Yale Investment Advisors
Colorado
$3M -$52.2K -247 -2%
TRCT
237
Tower Research Capital (TRC)
New York
$3M +$2.17M +10,244 +301%
Assenagon Asset Management
238
Assenagon Asset Management
Luxembourg
$3M -$545K -2,576 -16%
CIBC Asset Management
239
CIBC Asset Management
Ontario, Canada
$2.98M -$131K -619 -4%
Nisa Investment Advisors
240
Nisa Investment Advisors
Missouri
$2.95M -$1.11M -5,260 -28%
CAPTRUST Financial Advisors
241
CAPTRUST Financial Advisors
North Carolina
$2.92M -$65.6K -310 -2%
MOACM
242
Mutual of America Capital Management
New York
$2.91M -$124K -586 -4%
ET
243
Equitable Trust
Tennessee
$2.83M -$30.5K -144 -1%
CWM
244
CIBC World Markets
New York
$2.8M +$1.54M +7,278 +134%
FIM
245
Fruth Investment Management
Texas
$2.78M
X
246
Xponance
Pennsylvania
$2.78M -$24.7K -117 -0.9%
PCIA
247
Prime Capital Investment Advisors
Kansas
$2.74M +$2.64M +12,463 New
VanEck Associates
248
VanEck Associates
New York
$2.73M +$77K +364 +3%
DAC
249
Dividend Assets Capital
South Carolina
$2.72M -$53.7K -254 -2%
AQR Capital Management
250
AQR Capital Management
Connecticut
$2.7M -$284K -1,343 -10%

STE Hedge Fund Activity: Q4 2023 in Review

706 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2023, worth a combined $21.5B — up 5.7% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new STE positions and 48 closed out — a net gain of 36 holders — while 252 added to existing stakes and 263 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $817M. The largest seller was WCM Investment Management, cutting an estimated $119M.

  • 706 institutional investors held Steris (STE) as of Q4 2023, up from 682 in Q3 2023.
  • Funds reported $21.5B of Steris stock for Q4 2023, up 5.7% quarter-over-quarter.
  • 84 funds opened new Steris positions in Q4 2023 and 48 closed out, a net change of +36 holders.
  • The largest Steris buyer in Q4 2023 was Morgan Stanley, an estimated $817M added.
  • The largest Steris seller in Q4 2023 was WCM Investment Management, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2023.