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623 hedge funds and large institutions have $18.7B invested in Steris in 2021 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 271 increasing their positions, 168 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

78% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 49

61% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 168

21% more capital invested

Capital invested by funds: $15.5B → $18.7B (+$3.28B)

5% more funds holding

Funds holding: 591623 (+32)

3.22% less ownership

Funds ownership: 95.28%92.06% (-3.2%)

26% less call options, than puts

Call options by funds: $18.5M | Put options by funds: $24.9M

Holders
623
Holders Change
+32
Holders Change %
+5.41%
% of All Funds
10.84%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
87
Increased
271
Reduced
168
Closed
49
Calls
$18.5M
Puts
$24.9M
Net Calls
-$6.43M
Net Calls Change
-$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DBG
326
De Burlo Group
Massachusetts
$1.11M
UIM
327
USS Investment Management
United Kingdom
$1.09M
BEI
328
Benjamin Edwards Inc
Missouri
$1.08M -$20.5K -102 -2%
COI
329
Connable Office Inc
Michigan
$1.07M
V
330
Veritable
Delaware
$1.07M +$207K +1,028 +25%
KAS
331
Kestra Advisory Services
Texas
$1.04M -$115K -569 -10%
BFO
332
Boston Family Office
Massachusetts
$975K
PP
333
Pegasus Partners
Wisconsin
$965K -$216K -1,074 -19%
DC
334
Derby & Company
Massachusetts
$954K
LWAM
335
Legacy Wealth Asset Management
Minnesota
$950K -$35.8K -178 -4%
PCS
336
Personal CFO Solutions
New Jersey
$935K -$47.5K -236 -5%
AF
337
Advisornet Financial
Minnesota
$931K +$26K +129 +3%
TA
338
Teton Advisors
New York
$906K +$884K +4,392 New
FIM
339
Freedom Investment Management
Connecticut
$900K +$272K +1,349 +45%
PFO
340
Pathstone Family Office
New Jersey
$899K +$877K +4,358 New
KeyBank National Association
341
KeyBank National Association
Ohio
$898K -$5.84K -29 -0.7%
S
342
SignatureFD
Georgia
$891K +$31.6K +157 +4%
Creative Planning
343
Creative Planning
Kansas
$883K +$45.7K +227 +6%
ZB
344
Zions Bancorporation
Utah
$883K +$395K +1,963 +85%
CB
345
Commerce Bank
Missouri
$870K +$73.5K +365 +9%
Thrivent Financial for Lutherans
346
Thrivent Financial for Lutherans
Minnesota
$865K +$108K +535 +15%
SFO
347
Standard Family Office
South Dakota
$862K +$721K +3,581 +598%
IAN
348
Integrated Advisors Network
Texas
$858K +$57.4K +285 +7%
GIM
349
Groesbeck Investment Management
New Jersey
$855K +$117K +582 +16%
SBH
350
Segall Bryant & Hamill
Illinois
$854K

STE Hedge Fund Activity: Q2 2021 in Review

623 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q2 2021, worth a combined $18.7B — up 21% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new STE positions and 49 closed out — a net gain of 38 holders — while 271 added to existing stakes and 168 trimmed.

The largest buyer was APG Asset Management, adding an estimated $536M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $118M sold.

  • 623 institutional investors held Steris (STE) as of Q2 2021, up from 591 in Q1 2021.
  • Funds reported $18.7B of Steris stock for Q2 2021, up 21% quarter-over-quarter.
  • 87 funds opened new Steris positions in Q2 2021 and 49 closed out, a net change of +38 holders.
  • The largest Steris buyer in Q2 2021 was APG Asset Management, an estimated $536M added.
  • The largest Steris seller in Q2 2021 was Westfield Capital Management, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2021.