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657 hedge funds and large institutions have $20.8B invested in Steris in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 233 increasing their positions, 243 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

671% more call options, than puts

Call options by funds: $36.6M | Put options by funds: $4.75M

91% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 43

16% more capital invested

Capital invested by funds: $17.8B → $20.8B (+$2.92B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more funds holding

Funds holding: 621657 (+36)

0.33% less ownership

Funds ownership: 94.28%93.95% (-0.33%)

4% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 243

Holders
657
Holders Change
+36
Holders Change %
+5.8%
% of All Funds
10.32%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
82
Increased
233
Reduced
243
Closed
43
Calls
$36.6M
Puts
$4.75M
Net Calls
+$31.9M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FHB
251
First Hawaiian Bank
Hawaii
$2.8M -$600 -3 -0%
SOADOR
252
State of Alaska Department of Revenue
Alaska
$2.77M -$1.8M -9,009 -42%
SIA
253
Sit Investment Associates
Minnesota
$2.71M -$25K -125 -1%
CA
254
Clearstead Advisors
Ohio
$2.68M -$400 -2 -0%
CNB
255
Czech National Bank
Czech Republic
$2.64M +$11.4K +57 +0.5%
CWM
256
CIBC World Markets
New York
$2.62M +$1.32M +6,610 +132%
MML Investors Services
257
MML Investors Services
Massachusetts
$2.6M +$226K +1,128 +11%
AI
258
Atria Investments
North Carolina
$2.55M -$149K -745 -6%
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$2.5M -$73.6K -368 -3%
Neuberger Berman Group
260
Neuberger Berman Group
New York
$2.48M +$820K +4,096 +59%
OSAM
261
O'Shaughnessy Asset Management
Connecticut
$2.39M +$98.4K +492 +5%
VanEck Associates
262
VanEck Associates
New York
$2.39M -$203K -1,015 -9%
Daiwa Securities Group
263
Daiwa Securities Group
Japan
$2.38M +$15.2K +76 +0.7%
SAA
264
Southeast Asset Advisors
Georgia
$2.3M -$556K -2,777 -21%
NAM
265
Nissay Asset Management
Japan
$2.3M -$64.4K -322 -3%
SI
266
Stephens Inc
Arkansas
$2.27M +$8K +40 +0.4%
MWA
267
Meridian Wealth Advisors
Texas
$2.26M +$146K +729 +8%
CCM
268
Coldstream Capital Management
Washington
$2.23M +$8.4K +42 +0.4%
Rafferty Asset Management
269
Rafferty Asset Management
New York
$2.16M +$143K +715 +8%
Mariner
270
Mariner
Kansas
$2.15M +$52.2K +261 +3%
Public Sector Pension Investment Board (PSP Investments)
271
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.13M -$286K -1,428 -13%
BFEC
272
Benjamin F. Edwards & Company
Missouri
$2.1M +$83.4K +417 +5%
GT
273
Glenmede Trust
Pennsylvania
$2.07M
Schroder Investment Management Group
274
Schroder Investment Management Group
United Kingdom
$2.06M +$121K +604 +7%
BG
275
Bahl & Gaynor
Ohio
$2.04M -$256K -1,279 -12%

STE Hedge Fund Activity: Q2 2023 in Review

657 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q2 2023, worth a combined $20.8B — up 16% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new STE positions and 43 closed out — a net gain of 39 holders — while 233 added to existing stakes and 243 trimmed.

The largest buyer was Sustainable Growth Advisers, adding an estimated $88.9M. The largest seller was Select Equity Group, cutting an estimated $83.1M.

  • 657 institutional investors held Steris (STE) as of Q2 2023, up from 621 in Q1 2023.
  • Funds reported $20.8B of Steris stock for Q2 2023, up 16% quarter-over-quarter.
  • 82 funds opened new Steris positions in Q2 2023 and 43 closed out, a net change of +39 holders.
  • The largest Steris buyer in Q2 2023 was Sustainable Growth Advisers, an estimated $88.9M added.
  • The largest Steris seller in Q2 2023 was Select Equity Group, an estimated $83.1M sold.

Based on aggregated 13F filings for Q2 2023.