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648 hedge funds and large institutions have $17B invested in Steris in 2022 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 195 increasing their positions, 281 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

639% more call options, than puts

Call options by funds: $23.6M | Put options by funds: $3.19M

32% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 69

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

7% more capital invested

Capital invested by funds: $15.9B → $17B (+$1.12B)

2% more funds holding

Funds holding: 637648 (+11)

2.76% less ownership

Funds ownership: 95.6%92.84% (-2.8%)

31% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 281

Holders
648
Holders Change
+11
Holders Change %
+1.73%
% of All Funds
10.42%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
91
Increased
195
Reduced
281
Closed
69
Calls
$23.6M
Puts
$3.19M
Net Calls
+$20.4M
Net Calls Change
+$46.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
351
Commerce Bank
Missouri
$758K -$25.3K -144 -3%
GCA
352
Greenwood Capital Associates
South Carolina
$756K -$103K -585 -13%
MOS
353
MGO One Seven
Ohio
$750K -$95.1K -541 -12%
MGP
354
Metis Global Partners
California
$749K +$455K +2,589 +176%
IC
355
IEQ Capital
California
$747K -$256K -1,458 -26%
JCM
356
Jag Capital Management
Missouri
$746K -$89.3K -508 -11%
Mercer Global Advisors
357
Mercer Global Advisors
Colorado
$741K -$151K -861 -18%
Citadel Advisors
358
Citadel Advisors
Florida
$716K -$17.4M -98,998 -96%
KeyBank National Association
359
KeyBank National Association
Ohio
$710K -$38.7K -220 -5%
RP
360
Riverwater Partners
Wisconsin
$708K +$52.7K +300 +8%
OWA
361
Outlook Wealth Advisors
Texas
$690K +$1.05K +6 +0.2%
SCM
362
Seascape Capital Management
New Hampshire
$687K -$1.41K -8 -0.2%
FT
363
Fiduciary Trust
Massachusetts
$684K
EWM
364
Evercore Wealth Management
New York
$683K -$26K -148 -4%
PFG
365
PAX Financial Group
Texas
$675K -$42.9K -244 -6%
MSFS
366
Main Street Financial Solutions
Pennsylvania
$672K +$40.4K +230 +7%
KRSITF
367
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$662K
WSCM
368
Wellington Shields Capital Management
New York
$656K
CA
369
Cetera Advisors
Colorado
$644K +$613K +3,486 New
WCF
370
West Coast Financial
California
$644K -$53.5K -304 -8%
S
371
SignatureFD
Georgia
$643K +$18.8K +107 +3%
RWM
372
Ritholtz Wealth Management
New York
$642K -$144K -817 -19%
AWAU
373
Alliance Wealth Advisors (Utah)
Utah
$615K +$586K +3,330 New
V
374
Veritable
Delaware
$604K -$5.1K -29 -0.9%
EWM
375
Executive Wealth Management
Michigan
$600K +$476K +2,705 +498%

STE Hedge Fund Activity: Q4 2022 in Review

648 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2022, worth a combined $17B — up 7.1% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new STE positions and 69 closed out — a net gain of 22 holders — while 195 added to existing stakes and 281 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $274M. The largest seller was Janus Henderson Group, cutting an estimated $419M.

  • 648 institutional investors held Steris (STE) as of Q4 2022, up from 637 in Q3 2022.
  • Funds reported $17B of Steris stock for Q4 2022, up 7.1% quarter-over-quarter.
  • 91 funds opened new Steris positions in Q4 2022 and 69 closed out, a net change of +22 holders.
  • The largest Steris buyer in Q4 2022 was Morgan Stanley, an estimated $274M added.
  • The largest Steris seller in Q4 2022 was Janus Henderson Group, an estimated $419M sold.

Based on aggregated 13F filings for Q4 2022.