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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
MYLI
351
Meiji Yasuda Life Insurance
Japan
$847K +$795K +3,481 New
GIM
352
Groesbeck Investment Management
New Jersey
$836K
RP
353
Riverwater Partners
Wisconsin
$836K +$785K +3,434 New
AWM
354
AE Wealth Management
Kansas
$821K +$62.6K +274 +9%
WR
355
WD Rutherford
Oregon
$818K
Rafferty Asset Management
356
Rafferty Asset Management
New York
$818K +$41.4K +181 +6%
RFC
357
Regions Financial Corp
Alabama
$810K -$37.5K -164 -5%
PFG
358
PAX Financial Group
Texas
$801K -$7.77K -34 -1%
MWA
359
Motive Wealth Advisors
Michigan
$782K -$25.4K -111 -3%
SCA
360
Stokes Capital Advisors
South Carolina
$762K
MIP
361
Marietta Investment Partners
Wisconsin
$736K
TW
362
TrinityPoint Wealth
Connecticut
$727K +$9.6K +42 +1%
DGAM
363
Desjardins Global Asset Management
Quebec, Canada
$719K +$675K +2,954 New
BTWM
364
Baker Tilly Wealth Management
Wisconsin
$711K +$138K +602 +26%
FC
365
FORA Capital
Florida
$710K +$666K +2,915 New
MYAM
366
Meiji Yasuda Asset Management
Japan
$708K +$400K +1,752 +152%
O
367
Ossiam
France
$701K +$117K +513 +22%
SI
368
Stephens Inc
Arkansas
$698K +$6.63K +29 +1%
CIM
369
Contravisory Investment Management
Massachusetts
$689K +$74.3K +325 +13%
ACM
370
Ashford Capital Management
Delaware
$672K
ETC
371
Exchange Traded Concepts
Oklahoma
$656K +$11K +48 +2%
WCM
372
Washington Capital Management
Washington
$645K
First Manhattan
373
First Manhattan
New York
$644K
KRSITF
374
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$643K +$25.1K +110 +4%
Lazard Asset Management
375
Lazard Asset Management
New York
$634K -$10.5M -45,775 -95%

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.