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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
SWS
376
SYSTM Wealth Solutions
Illinois
$592K +$564K +3,208 New
National Bank of Canada
377
National Bank of Canada
Quebec, Canada
$586K -$29.5K -168 -5%
IB
378
Intrust Bank
Kansas
$567K +$10.4K +59 +2%
BCM
379
Bayesian Capital Management
New York
$559K +$533K +3,029 New
GCC
380
Guardian Capital (Canada)
Ontario, Canada
$551K -$1.27M -7,196 -71%
LWAM
381
Legacy Wealth Asset Management
Minnesota
$550K +$65.4K +372 +14%
WR
382
WD Rutherford
Oregon
$549K -$51.9K -295 -9%
DWM
383
Dakota Wealth Management
Florida
$546K +$26.9K +153 +5%
EMG
384
ETF Managers Group
New Jersey
$546K +$20.7K +118 +4%
ACM
385
Alta Capital Management
Utah
$531K -$37.5M -213,323 -99%
EA
386
Emerald Advisers
Pennsylvania
$530K -$8.26K -47 -2%
TI
387
Tidal Investments
Wisconsin
$528K +$39.4K +224 +8%
EI
388
Ethic Inc
New York
$511K -$84.7K -482 -15%
TW
389
TrinityPoint Wealth
Connecticut
$495K +$24.4K +139 +5%
LWP
390
Lumature Wealth Partners
Georgia
$492K +$9.49K +54 +2%
SCA
391
Stokes Capital Advisors
South Carolina
$491K -$57.1K -325 -11%
First Manhattan
392
First Manhattan
New York
$489K
BCV
393
Banque Cantonale Vaudoise
Switzerland
$480K
WF
394
Welch & Forbes
Massachusetts
$478K -$250K -1,423 -35%
CM
395
Castleark Management
Illinois
$473K -$28.1K -160 -6%
FTDI
396
First Trust Direct Indexing
Massachusetts
$465K +$45.5K +259 +11%
HFAS
397
Hummer Financial Advisory Services
Illinois
$462K
DGAM
398
Desjardins Global Asset Management
Quebec, Canada
$458K -$66.6K -379 -13%
LNWWM
399
Laird Norton Wetherby Wealth Management
California
$447K +$86.2K +490 +25%
MCA
400
Magnolia Capital Advisors
Mississippi
$444K +$6.15K +35 +1%

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.