We are live on ! Find out more

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
EWM
351
Evercore Wealth Management
New York
$759K -$371K -1,733 -32%
PG
352
Pendal Group
Australia
$754K +$461K +2,154 +140%
SCM
353
Seascape Capital Management
New Hampshire
$751K +$102K +479 +15%
FIM
354
Freedom Investment Management
Connecticut
$731K -$168K -785 -18%
S
355
SignatureFD
Georgia
$722K -$168K -786 -18%
RFC
356
Regions Financial Corp
Alabama
$714K -$13.1K -61 -2%
CCM
357
Cinctive Capital Management
New York
$713K -$6.83M -31,944 -90%
HAG
358
HighPoint Advisor Group
Illinois
$704K +$60.3K +282 +9%
GIM
359
Groesbeck Investment Management
New Jersey
$702K -$152K -710 -17%
WR
360
WD Rutherford
Oregon
$686K
PP
361
Pegasus Partners
Wisconsin
$681K -$287K -1,341 -29%
MWA
362
Motive Wealth Advisors
Michigan
$679K -$6.21K -29 -0.9%
PFG
363
PAX Financial Group
Texas
$679K -$1.93K -9 -0.3%
NA
364
NewEdge Advisors
Louisiana
$668K +$1.71K +8 +0.2%
Rafferty Asset Management
365
Rafferty Asset Management
New York
$650K +$248K +1,159 +57%
SCA
366
Stokes Capital Advisors
South Carolina
$639K +$6.42K +30 +1%
AWM
367
AE Wealth Management
Kansas
$633K +$7.92K +37 +1%
CI
368
Cigna Investments
Connecticut
$624K +$91.4K +427 +16%
MIP
369
Marietta Investment Partners
Wisconsin
$618K
AP
370
Advisor Partners
California
$617K -$2.78K -13 -0.4%
AO
371
Advisor OS
Illinois
$616K -$13.3K -62 -2%
Wealthfront Advisers
372
Wealthfront Advisers
California
$607K +$134K +628 +27%
TW
373
TrinityPoint Wealth
Connecticut
$602K +$14.5K +68 +2%
MAM
374
Martingale Asset Management
Massachusetts
$597K -$2.11M -9,848 -77%
CAM
375
CenterStar Asset Management
Illinois
$593K

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.