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Steris
STE

Overview Fund Activity

619 hedge funds and large institutions have $17.8B invested in Steris in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 239 increasing their positions, 229 reducing their positions, and 76 closing their positions.

Holders
619
Holders Change
-27
Holders Change %
-4.18%
% of All Funds
9.91%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
65
Increased
239
Reduced
229
Closed
76
Calls
$19M
Puts
$1.55M
Net Calls
+$17.4M
Net Calls Change
-$3M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.16B
2
FPP
2
Findlay Park Partners
United Kingdom
$101M
3
Morgan Stanley
3
Morgan Stanley
New York
$811M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$91.1M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$106M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$1.49M
2
ESCM
2
Echo Street Capital Management
New York
$0
3
NHAS
3
Novo Holdings A/S
Denmark
$0
4
Select Equity Group
4
Select Equity Group
New York
$256M
5
UCFA
5
United Capital Financial Advisors
Texas
$30.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BFO
326
Boston Family Office
Massachusetts
$886K 4,629 – –
Cetera Investment Advisers
327
Cetera Investment Advisers
Illinois
$874K 4,572 -511 -10%
IC
328
IEQ Capital
California
$857K 4,478 +431 +11%
EWM
329
Executive Wealth Management
Michigan
$856K 4,476 +1,228 +38%
Thrivent Financial for Lutherans
330
Thrivent Financial for Lutherans
Minnesota
$851K 4,447 -13 -0.3%
GLA
331
Great Lakes Advisors
Illinois
$837K 4,375 +4,375 New
CB
332
Commerce Bank
Missouri
$817K 4,271 +167 +4%
API
333
Advisor Partners II
California
$812K 4,245 -90 -2%
PFO
334
Pathstone Family Office
New Jersey
$805K 4,156 -5,842 -58%
MGP
335
Metis Global Partners
California
$794K 4,153 +96 +2%
GCA
336
Greenwood Capital Associates
South Carolina
$792K 4,142 +49 +1%
RP
337
Riverwater Partners
Wisconsin
$788K 4,122 +291 +8%
PCS
338
Personal CFO Solutions
New Jersey
$786K 4,109 -2 -0%
MOS
339
MGO One Seven
Ohio
$776K 4,056 -5 -0.1%
NA
340
NewEdge Advisors
Louisiana
$775K 4,049 -220 -5%
LWAM
341
Legacy Wealth Asset Management
Minnesota
$760K 3,973 +996 +33%
MSFS
342
Main Street Financial Solutions
Pennsylvania
$729K 3,801 +177 +5%
FT
343
Fiduciary Trust
Massachusetts
$709K 3,706 – –
EWM
344
Evercore Wealth Management
New York
$707K 3,696 -3 -0.1%
AIP
345
Ameritas Investment Partners
Nebraska
$703K 3,677 -4,000 -52%
EI
346
Ethic Inc
New York
$695K 3,631 +866 +31%
DA
347
Duality Advisers
Florida
$694K 3,626 +3,626 New
RB
348
Rodgers Brothers
Pennsylvania
$691K 3,614 -500 -12%
PFG
349
PAX Financial Group
Texas
$688K 3,596 -61 -2%
WSCM
350
Wellington Shields Capital Management
New York
$679K 3,550 – –
12 13
14
15 16