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657 hedge funds and large institutions have $20.8B invested in Steris in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 233 increasing their positions, 243 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

671% more call options, than puts

Call options by funds: $36.6M | Put options by funds: $4.75M

91% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 43

16% more capital invested

Capital invested by funds: $17.8B → $20.8B (+$2.92B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more funds holding

Funds holding: 621657 (+36)

0.33% less ownership

Funds ownership: 94.28%93.95% (-0.33%)

4% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 243

Holders
657
Holders Change
+36
Holders Change %
+5.8%
% of All Funds
10.32%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
82
Increased
233
Reduced
243
Closed
43
Calls
$36.6M
Puts
$4.75M
Net Calls
+$31.9M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
351
Legacy Wealth Asset Management
Minnesota
$909K +$13.4K +67 +2%
AI
352
AXS Investments
New York
$900K +$800K +4,000 New
GCA
353
Greenwood Capital Associates
South Carolina
$898K -$30K -150 -4%
MGP
354
Metis Global Partners
California
$873K -$54.4K -272 -7%
GC
355
Guggenheim Capital
Illinois
$869K -$429K -2,143 -36%
CB
356
Commerce Bank
Missouri
$863K -$87.4K -437 -10%
Squarepoint
357
Squarepoint
New York
$856K +$761K +3,805 New
Man Group
358
Man Group
United Kingdom
$855K +$761K +3,801 New
MSFS
359
Main Street Financial Solutions
Pennsylvania
$852K -$3K -15 -0.4%
RL
360
Retireful LLC
Michigan
$836K +$743K +3,714 New
SWS
361
SYSTM Wealth Solutions
Illinois
$835K +$90.6K +453 +14%
EWM
362
Evercore Wealth Management
New York
$832K
AWAU
363
Alliance Wealth Advisors (Utah)
Utah
$831K +$38K +190 +5%
RB
364
Rodgers Brothers
Pennsylvania
$814K +$600 +3 +0.1%
Northwestern Mutual Wealth Management
365
Northwestern Mutual Wealth Management
Wisconsin
$809K +$381K +1,903 +112%
AIP
366
Ameritas Investment Partners
Nebraska
$805K -$19.8K -99 -3%
KRSITF
367
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$802K +$6.2K +31 +0.9%
WSCM
368
Wellington Shields Capital Management
New York
$799K
FA
369
FDx Advisors
Illinois
$778K -$572K -2,861 -45%
S
370
SignatureFD
Georgia
$775K -$3.8K -19 -0.5%
Los Angeles Capital Management
371
Los Angeles Capital Management
California
$769K +$684K +3,420 New
MC
372
Matisse Capital
Oregon
$764K
WIM
373
Westside Investment Management
California
$762K -$5.6K -28 -0.8%
PFG
374
PAX Financial Group
Texas
$746K -$55.8K -279 -8%
BPA
375
Beacon Pointe Advisors
California
$720K +$640K +3,200 New

STE Hedge Fund Activity: Q2 2023 in Review

657 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q2 2023, worth a combined $20.8B — up 16% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new STE positions and 43 closed out — a net gain of 39 holders — while 233 added to existing stakes and 243 trimmed.

The largest buyer was Sustainable Growth Advisers, adding an estimated $88.9M. The largest seller was Select Equity Group, cutting an estimated $83.1M.

  • 657 institutional investors held Steris (STE) as of Q2 2023, up from 621 in Q1 2023.
  • Funds reported $20.8B of Steris stock for Q2 2023, up 16% quarter-over-quarter.
  • 82 funds opened new Steris positions in Q2 2023 and 43 closed out, a net change of +39 holders.
  • The largest Steris buyer in Q2 2023 was Sustainable Growth Advisers, an estimated $88.9M added.
  • The largest Steris seller in Q2 2023 was Select Equity Group, an estimated $83.1M sold.

Based on aggregated 13F filings for Q2 2023.