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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
Bank of Nova Scotia
251
Bank of Nova Scotia
Ontario, Canada
$2.7M +$794K +3,756 +44%
Axa
252
Axa
France
$2.68M -$11.4M -54,084 -82%
OAM
253
Oppenheimer Asset Management
New York
$2.65M -$171K -809 -6%
SIA
254
Sit Investment Associates
Minnesota
$2.63M -$22.2K -105 -0.9%
Allspring Global Investments
255
Allspring Global Investments
North Carolina
$2.62M -$1.62M -7,677 -39%
CA
256
Clearstead Advisors
Ohio
$2.59M -$2.5M -11,810 -50%
PAM
257
Panagora Asset Management
Massachusetts
$2.57M +$23.5K +111 +1%
OPERF
258
Oregon Public Employees Retirement Fund
Oregon
$2.56M +$846K +4,000 +52%
SI
259
Stephens Inc
Arkansas
$2.56M +$415K +1,960 +20%
Allianz Asset Management
260
Allianz Asset Management
Germany
$2.54M -$1.37M -6,458 -36%
MWA
261
Meridian Wealth Advisors
Texas
$2.48M +$157K +740 +7%
KBC Group
262
KBC Group
Belgium
$2.48M -$1.05M -4,943 -30%
CCM
263
Coldstream Capital Management
Washington
$2.47M +$283K +1,338 +14%
ACM
264
Aquatic Capital Management
Illinois
$2.44M +$2.35M +11,100 New
Daiwa Securities Group
265
Daiwa Securities Group
Japan
$2.43M +$25.4K +120 +1%
NAM
266
Nissay Asset Management
Japan
$2.43M +$116K +550 +5%
American Century Companies
267
American Century Companies
Missouri
$2.42M -$19.5K -92 -0.8%
Citadel Advisors
268
Citadel Advisors
Florida
$2.42M -$21.7M -102,377 -90%
TFS
269
Thoroughbred Financial Services
Tennessee
$2.37M -$57.3K -271 -2%
SOADOR
270
State of Alaska Department of Revenue
Alaska
$2.35M -$223K -1,055 -9%
Mariner
271
Mariner
Kansas
$2.24M -$90.5K -428 -4%
Rafferty Asset Management
272
Rafferty Asset Management
New York
$2.21M -$51K -241 -2%
AssetMark Inc
273
AssetMark Inc
California
$2.21M +$74.9K +354 +4%
CT
274
Colonial Trust
South Carolina
$2.14M +$185K +873 +10%
GT
275
Glenmede Trust
Pennsylvania
$2.14M -$92.4K -437 -4%

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.