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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
CB
326
Commerce Bank
Missouri
$1.14M -$29.7K -130 -3%
PCS
327
Personal CFO Solutions
New Jersey
$1.13M +$9.82K +43 +0.9%
BFO
328
Boston Family Office
Massachusetts
$1.13M -$1.37K -6 -0.1%
V
329
Veritable
Delaware
$1.12M -$99.4K -435 -9%
GAM
330
Gotham Asset Management
New York
$1.12M +$188K +821 +22%
National Bank of Canada
331
National Bank of Canada
Quebec, Canada
$1.1M +$1.02M +4,478 New
NA
332
NewEdge Advisors
Louisiana
$1.08M +$269K +1,177 +36%
KeyBank National Association
333
KeyBank National Association
Ohio
$1.08M -$11.2K -49 -1%
ARMT
334
Amica Retiree Medical Trust
Rhode Island
$1.08M
Thrivent Financial for Lutherans
335
Thrivent Financial for Lutherans
Minnesota
$1.07M +$457 +2 +0%
SF
336
Synovus Financial
Georgia
$1.01M -$133K -581 -12%
WF
337
Welch & Forbes
Massachusetts
$977K
Wealthfront Advisers
338
Wealthfront Advisers
California
$940K +$204K +894 +30%
AO
339
Advisor OS
Illinois
$929K +$181K +794 +26%
IB
340
Intrust Bank
Kansas
$927K -$4.57K -20 -0.5%
SCM
341
Seascape Capital Management
New Hampshire
$920K +$23.3K +102 +3%
FT
342
Fiduciary Trust
Massachusetts
$909K +$2.29K +10 +0.3%
EWM
343
Evercore Wealth Management
New York
$903K -$914 -4 -0.1%
AP
344
Advisor Partners
California
$893K +$148K +649 +21%
S
345
SignatureFD
Georgia
$888K +$26.3K +115 +3%
CM
346
Castleark Management
Illinois
$871K -$36.6K -160 -4%
Twin Tree Management
347
Twin Tree Management
Texas
$862K +$809K +3,543 New
VIA
348
Vident Investment Advisory
Georgia
$857K -$334K -1,464 -29%
BCV
349
Banque Cantonale Vaudoise
Switzerland
$852K +$457K +2,000 +133%
FIM
350
Freedom Investment Management
Connecticut
$850K -$20.1K -88 -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.