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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
Wealth Enhancement Advisory Services
351
Wealth Enhancement Advisory Services
Minnesota
$984K -$18.6K -88 -2%
PEA
352
Park Edge Advisors
Ohio
$969K +$10.8K +51 +1%
Thrivent Financial for Lutherans
353
Thrivent Financial for Lutherans
Minnesota
$943K -$8.25K -39 -0.9%
CIA
354
Compass Ion Advisors
Pennsylvania
$941K +$13.3K +63 +1%
PCS
355
Personal CFO Solutions
New Jersey
$935K +$38.1K +180 +4%
Millennium Management
356
Millennium Management
New York
$922K -$6.64M -31,396 -88%
PAS
357
Park Avenue Securities
New York
$916K -$6.13K -29 -0.7%
GJWM
358
Gilliland Jeter Wealth Management
Arkansas
$896K +$862K +4,075 New
CAM
359
Cresset Asset Management
Illinois
$894K +$138K +651 +19%
RP
360
Riverwater Partners
Wisconsin
$888K -$20.5K -97 -2%
MLICM
361
Metropolitan Life Insurance Company (MetLife)
New York
$884K -$12.9K -61 -1%
NA
362
NewEdge Advisors
Louisiana
$883K +$235K +1,112 +38%
BCM
363
Bayesian Capital Management
New York
$879K +$846K +4,000 New
AI
364
Atom Investors
Texas
$870K +$600K +2,836 +253%
QWP
365
Quotient Wealth Partners
Texas
$866K +$834K +3,941 New
Cetera Investment Advisers
366
Cetera Investment Advisers
Illinois
$860K -$1.69K -8 -0.2%
AWAU
367
Alliance Wealth Advisors (Utah)
Utah
$853K +$13.3K +63 +2%
SCM
368
Stevens Capital Management
Pennsylvania
$849K +$817K +3,863 New
MOS
369
MGO One Seven
Ohio
$841K -$42.9K -203 -5%
Mercer Global Advisors
370
Mercer Global Advisors
Colorado
$818K -$210K -993 -21%
EWM
371
Evercore Wealth Management
New York
$813K
GCA
372
Greenwood Capital Associates
South Carolina
$802K -$57.7K -273 -7%
IC
373
IEQ Capital
California
$794K -$353K -1,671 -32%
IWA
374
Invera Wealth Advisors
Oregon
$786K +$757K +3,577 New
FI
375
Financial Insights
Washington
$786K +$38.9K +184 +5%

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.