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628 hedge funds and large institutions have $18.3B invested in Steris in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 214 increasing their positions, 240 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 45

1% more funds holding

Funds holding: 623628 (+5)

3% less capital invested

Capital invested by funds: $18.7B → $18.3B (-$470M)

1.51% less ownership

Funds ownership: 92.06%90.55% (-1.5%)

11% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 240

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

44% less call options, than puts

Call options by funds: $12.3M | Put options by funds: $21.8M

Holders
628
Holders Change
+5
Holders Change %
+0.8%
% of All Funds
10.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
59
Increased
214
Reduced
240
Closed
45
Calls
$12.3M
Puts
$21.8M
Net Calls
-$9.49M
Net Calls Change
-$3.07M
Name Holding Trade Value Shares
Change
Change in
Stake
COI
326
Connable Office Inc
Michigan
$959K -$110K -516 -10%
BFO
327
Boston Family Office
Massachusetts
$947K -$19.3K -90 -2%
DC
328
Derby & Company
Massachusetts
$945K
SGI
329
Summit Global Investments
Utah
$943K -$370K -1,727 -27%
PCS
330
Personal CFO Solutions
New Jersey
$942K +$17.1K +80 +2%
LWAM
331
Legacy Wealth Asset Management
Minnesota
$923K -$18.8K -88 -2%
KeyBank National Association
332
KeyBank National Association
Ohio
$917K +$28.9K +135 +3%
PI
333
PEAK6 Investments
Illinois
$908K +$950K +4,441 +148,033%
ARMT
334
Amica Retiree Medical Trust
Rhode Island
$907K -$417K -1,950 -31%
SBH
335
Segall Bryant & Hamill
Illinois
$906K +$64.2K +300 +7%
Creative Planning
336
Creative Planning
Kansas
$898K +$24.6K +115 +3%
Thrivent Financial for Lutherans
337
Thrivent Financial for Lutherans
Minnesota
$895K +$40.2K +188 +4%
SA
338
SRN Advisors
Pennsylvania
$881K -$507K -2,369 -35%
MOS
339
MGO One Seven
Ohio
$873K -$33.4K -156 -4%
TA
340
Teton Advisors
New York
$858K -$41.1K -192 -4%
WF
341
Welch & Forbes
Massachusetts
$820K
AIM
342
Aigen Investment Management
New York
$815K +$854K +3,991 New
FWM
343
FFT Wealth Management
Pennsylvania
$811K +$822K +3,843 +3,074%
IB
344
Intrust Bank
Kansas
$783K +$34.2K +160 +4%
GAM
345
Gotham Asset Management
New York
$771K -$11.6K -54 -1%
PHK
346
Point72 Hong Kong
Hong Kong
$771K +$807K +3,774 New
CM
347
Castleark Management
Illinois
$764K
CA
348
CastleArk Alternatives
Illinois
$764K +$800K +3,740 New
GTCM
349
Gyon Technologies Capital Management
New Jersey
$763K +$799K +3,735 New
FT
350
Fiduciary Trust
Massachusetts
$761K +$136K +635 +21%

STE Hedge Fund Activity: Q3 2021 in Review

628 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q3 2021, worth a combined $18.3B — down 2.5% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new STE positions and 45 closed out — a net gain of 14 holders — while 214 added to existing stakes and 240 trimmed.

The largest buyer was Vanguard Group, adding an estimated $124M. The largest seller was Frontier Capital Management, exiting entirely with an estimated $63.9M sold.

  • 628 institutional investors held Steris (STE) as of Q3 2021, up from 623 in Q2 2021.
  • Funds reported $18.3B of Steris stock for Q3 2021, down 2.5% quarter-over-quarter.
  • 59 funds opened new Steris positions in Q3 2021 and 45 closed out, a net change of +14 holders.
  • The largest Steris buyer in Q3 2021 was Vanguard Group, an estimated $124M added.
  • The largest Steris seller in Q3 2021 was Frontier Capital Management, an estimated $63.9M sold.

Based on aggregated 13F filings for Q3 2021.