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650 hedge funds and large institutions have $22B invested in Steris in 2021 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 239 increasing their positions, 208 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

49% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 67

20% more capital invested

Capital invested by funds: $18.3B → $22B (+$3.7B)

15% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 208

4% more funds holding

Funds holding: 628650 (+22)

0.73% more ownership

Funds ownership: 90.55%91.28% (+0.73%)

21% less call options, than puts

Call options by funds: $15.5M | Put options by funds: $19.6M

Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
10%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.12%
New
100
Increased
239
Reduced
208
Closed
67
Calls
$15.5M
Puts
$19.6M
Net Calls
-$4.07M
Net Calls Change
+$5.42M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
251
ClearBridge Investments
New York
$2.81M +$236K +1,031 +10%
EVM
252
Eaton Vance Management
Massachusetts
$2.63M +$44.8K +196 +2%
WE
253
Wealth Effects
Massachusetts
$2.59M +$2.43M +10,625 New
GT
254
Glenmede Trust
Pennsylvania
$2.57M +$48.9K +214 +2%
HSBC Holdings
255
HSBC Holdings
United Kingdom
$2.56M +$1.17M +5,109 +95%
NAM
256
Nissay Asset Management
Japan
$2.51M +$48.7K +213 +2%
DILIC
257
Dai-ichi Life Insurance Company
Japan
$2.48M -$77.2K -338 -3%
VanEck Associates
258
VanEck Associates
New York
$2.45M +$50.3K +220 +2%
SLG
259
Stanley-Laman Group
Pennsylvania
$2.4M +$273K +1,195 +14%
Daiwa Securities Group
260
Daiwa Securities Group
Japan
$2.38M -$45.5K -199 -2%
KC
261
Kenfarb & Co
Kentucky
$2.37M +$2.22M +9,727 New
BFEC
262
Benjamin F. Edwards & Company
Missouri
$2.32M -$50K -219 -2%
FDS
263
Freedom Day Solutions
Texas
$2.29M +$37.5K +164 +2%
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$2.27M -$704K -3,081 -25%
GP
265
Geneva Partners
Wisconsin
$2.23M +$2.09M +9,165 New
PG
266
Pendal Group
Australia
$2.23M +$1.25M +5,458 +148%
GTCM
267
Gyon Technologies Capital Management
New Jersey
$2.23M +$1.24M +5,412 +145%
OPPTF
268
OPSEU Pension Plan Trust Fund
Ontario, Canada
$2.22M +$32K +140 +2%
BS
269
Bessemer Securities
New York
$2.2M +$273K +1,194 +15%
Swedbank
270
Swedbank
Sweden
$2.18M
GCC
271
Guardian Capital (Canada)
Ontario, Canada
$2.17M
MCM
272
MAI Capital Management
Ohio
$2.09M +$228 +1 +0%
JCM
273
Jacobsen Capital Management
Utah
$2.06M -$12.8K -56 -0.7%
OSAM
274
O'Shaughnessy Asset Management
Connecticut
$2.03M -$276K -1,208 -13%
SAM
275
Securian Asset Management
Minnesota
$2.01M -$45.7K -200 -2%

STE Hedge Fund Activity: Q4 2021 in Review

650 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2021, worth a combined $22B — up 20% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new STE positions and 67 closed out — a net gain of 33 holders — while 239 added to existing stakes and 208 trimmed.

The largest buyer was Marshall Wace, adding an estimated $256M. The largest seller was Generation Investment Management, cutting an estimated $146M.

  • 650 institutional investors held Steris (STE) as of Q4 2021, up from 628 in Q3 2021.
  • Funds reported $22B of Steris stock for Q4 2021, up 20% quarter-over-quarter.
  • 100 funds opened new Steris positions in Q4 2021 and 67 closed out, a net change of +33 holders.
  • The largest Steris buyer in Q4 2021 was Marshall Wace, an estimated $256M added.
  • The largest Steris seller in Q4 2021 was Generation Investment Management, an estimated $146M sold.

Based on aggregated 13F filings for Q4 2021.