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645 hedge funds and large institutions have $22.2B invested in Steris in 2022 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 212 increasing their positions, 252 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.52% more ownership

Funds ownership: 91.28%92.79% (+1.5%)

5% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 64

1% more capital invested

Capital invested by funds: $22B → $22.2B (+$286M)

1% less funds holding

Funds holding: 650645 (-5)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

16% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 252

17% less call options, than puts

Call options by funds: $21.8M | Put options by funds: $26.4M

Holders
645
Holders Change
-5
Holders Change %
-0.77%
% of All Funds
10.17%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
67
Increased
212
Reduced
252
Closed
64
Calls
$21.8M
Puts
$26.4M
Net Calls
-$4.61M
Net Calls Change
-$537K
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
326
Boston Family Office
Massachusetts
$1.12M
RCAMU
327
Rothschild & Co Asset Management US
Connecticut
$1.11M -$2.37M -10,237 -69%
PCS
328
Personal CFO Solutions
New Jersey
$1.1M -$18.8K -81 -2%
CB
329
Commerce Bank
Missouri
$1.1M -$27.4K -118 -3%
KeyBank National Association
330
KeyBank National Association
Ohio
$1.06M -$9.97K -43 -1%
Thrivent Financial for Lutherans
331
Thrivent Financial for Lutherans
Minnesota
$1.06M +$3.25K +14 +0.3%
V
332
Veritable
Delaware
$1.05M -$65.4K -282 -6%
Creative Planning
333
Creative Planning
Kansas
$1.04M -$98.5K -425 -9%
RB
334
Rodgers Brothers
Pennsylvania
$1.04M -$232K -1,000 -19%
AssetMark Inc
335
AssetMark Inc
California
$1.03M +$576K +2,483 +140%
WF
336
Welch & Forbes
Massachusetts
$970K
WCF
337
West Coast Financial
California
$969K -$366K -1,578 -28%
EWM
338
Evercore Wealth Management
New York
$933K +$35K +151 +4%
S
339
SignatureFD
Georgia
$931K +$47.5K +205 +6%
IB
340
Intrust Bank
Kansas
$928K +$7.19K +31 +0.8%
GWM
341
GDS Wealth Management
Texas
$918K -$738K -3,184 -46%
AP
342
Advisor Partners
California
$912K +$23.6K +102 +3%
SCM
343
Seascape Capital Management
New Hampshire
$911K -$2.78K -12 -0.3%
FT
344
Fiduciary Trust
Massachusetts
$903K
Wealthfront Advisers
345
Wealthfront Advisers
California
$886K -$45.9K -198 -5%
BF
346
BOK Financial
Oklahoma
$878K +$475K +2,050 +130%
FIM
347
Freedom Investment Management
Connecticut
$868K +$23.6K +102 +3%
SF
348
Synovus Financial
Georgia
$860K -$134K -579 -14%
CCM
349
Conway Capital Management
California
$859K +$824K +3,554 New
WSCM
350
Wellington Shields Capital Management
New York
$858K +$301K +1,300 +58%

STE Hedge Fund Activity: Q1 2022 in Review

645 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q1 2022, worth a combined $22.2B — up 1.3% from $22B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new STE positions and 64 closed out — a net gain of 3 holders — while 212 added to existing stakes and 252 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $399M. The largest seller was Marshall Wace, cutting an estimated $124M.

  • 645 institutional investors held Steris (STE) as of Q1 2022, down from 650 in Q4 2021.
  • Funds reported $22.2B of Steris stock for Q1 2022, up 1.3% quarter-over-quarter.
  • 67 funds opened new Steris positions in Q1 2022 and 64 closed out, a net change of +3 holders.
  • The largest Steris buyer in Q1 2022 was T. Rowe Price Associates, an estimated $399M added.
  • The largest Steris seller in Q1 2022 was Marshall Wace, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2022.