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706 hedge funds and large institutions have $21.5B invested in Steris in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 252 increasing their positions, 263 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,851% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $2.42M

75% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $20.3B → $21.5B (+$1.15B)

5.43% more ownership

Funds ownership: 93.68%99.11% (+5.4%)

4% more funds holding

Funds holding: 682706 (+24)

4% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 263

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
706
Holders Change
+24
Holders Change %
+3.52%
% of All Funds
10.29%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
84
Increased
252
Reduced
263
Closed
48
Calls
$47.2M
Puts
$2.42M
Net Calls
+$44.8M
Net Calls Change
+$439K
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
326
INTECH Investment Management
Florida
$1.25M -$435K -2,059 -27%
PHIMC
327
Private Harbour Investment Management & Counsel
Ohio
$1.23M -$52.9K -250 -4%
MGP
328
Metis Global Partners
California
$1.23M +$204K +964 +21%
Focus Partners Wealth
329
Focus Partners Wealth
Massachusetts
$1.21M +$1.16M +5,484 New
CB
330
Commerce Bank
Missouri
$1.2M +$348K +1,646 +43%
CAN
331
Cetera Advisor Networks
California
$1.2M +$90.5K +428 +8%
OAM
332
Ostrum Asset Management
France
$1.19M -$76.8K -363 -6%
SAA
333
Southeast Asset Advisors
Georgia
$1.18M -$998K -4,721 -47%
DT
334
Diversified Trust
Tennessee
$1.17M +$18.2K +86 +2%
Wellington Management Group
335
Wellington Management Group
Massachusetts
$1.14M +$1.1M +5,182 New
NMERB
336
New Mexico Educational Retirement Board
New Mexico
$1.13M
COI
337
Connable Office Inc
Michigan
$1.12M
IMRF
338
Illinois Municipal Retirement Fund
Illinois
$1.11M
VPIM
339
Vanguard Personalized Indexing Management
California
$1.11M -$325K -1,537 -23%
TWM
340
Trueblood Wealth Management
Ohio
$1.1M +$1.06M +5,020 New
CP
341
Covenant Partners
Tennessee
$1.1M
BEI
342
Benjamin Edwards Inc
Missouri
$1.08M -$4.44K -21 -0.4%
DBG
343
De Burlo Group
Massachusetts
$1.08M
LF
344
Lee Financial
Texas
$1.05M -$634 -3 -0.1%
AWM
345
Apollon Wealth Management
South Carolina
$1.04M +$557K +2,632 +126%
IEFM
346
IQ EQ Fund Management
Ireland
$1.03M -$11.2K -53 -1%
BFO
347
Boston Family Office
Massachusetts
$1.02M
NG
348
Norden Group
Utah
$1.01M +$26.6K +126 +3%
CVA
349
Central Valley Advisors
California
$1.01M +$974K +4,607 New
GLA
350
Great Lakes Advisors
Illinois
$1.01M -$11.2K -53 -1%

STE Hedge Fund Activity: Q4 2023 in Review

706 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2023, worth a combined $21.5B — up 5.7% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new STE positions and 48 closed out — a net gain of 36 holders — while 252 added to existing stakes and 263 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $817M. The largest seller was WCM Investment Management, cutting an estimated $119M.

  • 706 institutional investors held Steris (STE) as of Q4 2023, up from 682 in Q3 2023.
  • Funds reported $21.5B of Steris stock for Q4 2023, up 5.7% quarter-over-quarter.
  • 84 funds opened new Steris positions in Q4 2023 and 48 closed out, a net change of +36 holders.
  • The largest Steris buyer in Q4 2023 was Morgan Stanley, an estimated $817M added.
  • The largest Steris seller in Q4 2023 was WCM Investment Management, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2023.