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Steris
STE

Overview Fund Activity

619 hedge funds and large institutions have $17.8B invested in Steris in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 239 increasing their positions, 229 reducing their positions, and 76 closing their positions.

Holders
619
Holders Change
-27
Holders Change %
-4.18%
% of All Funds
9.91%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
65
Increased
239
Reduced
229
Closed
76
Calls
$19M
Puts
$1.55M
Net Calls
+$17.4M
Net Calls Change
-$3M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.16B
2
FPP
2
Findlay Park Partners
United Kingdom
$101M
3
Morgan Stanley
3
Morgan Stanley
New York
$811M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$91.1M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$106M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$1.49M
2
ESCM
2
Echo Street Capital Management
New York
$0
3
NHAS
3
Novo Holdings A/S
Denmark
$0
4
Select Equity Group
4
Select Equity Group
New York
$256M
5
UCFA
5
United Capital Financial Advisors
Texas
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
376
TrinityPoint Wealth
Connecticut
$520K +$6.7K +35 +1%
OIA
377
OneDigital Investment Advisors
Kansas
$516K +$516K +2,695 New
GC
378
Guardian Capital
Ontario, Canada
$511K -$59.9K -313 -10%
BCV
379
Banque Cantonale Vaudoise
Switzerland
$498K – – –
WF
380
Welch & Forbes
Massachusetts
$495K – – –
First Manhattan
381
First Manhattan
New York
$494K -$12.4K -65 -2%
MCA
382
Magnolia Capital Advisors
Mississippi
$485K +$25.4K +133 +6%
FTDI
383
First Trust Direct Indexing
Massachusetts
$482K +$383 +2 +0.1%
GT
384
Glenview Trust
Kentucky
$479K +$60.6K +317 +14%
HFAS
385
Hummer Financial Advisory Services
Illinois
$478K – – –
SIA
386
SkyView Investment Advisors
New Jersey
$465K +$85.6K +447 +23%
RWM
387
Revisor Wealth Management
Ohio
$459K +$459K +2,400 New
DGAM
388
Desjardins Global Asset Management
Quebec, Canada
$458K -$17K -89 -4%
SEM
389
Suncoast Equity Management
Florida
$454K +$1.91K +10 +0.4%
BC
390
Bowman & Company
Wisconsin
$454K +$123K +643 +37%
VI
391
Vestcor Inc
New Brunswick, Canada
$451K -$2.68K -14 -0.6%
BTWM
392
Baker Tilly Wealth Management
Wisconsin
$447K +$2.87K +15 +0.6%
KFP
393
KB Financial Partners
New Jersey
$443K +$70.2K +367 +19%
LNWWM
394
Laird Norton Wetherby Wealth Management
California
$440K -$22.8K -119 -5%
TMAM
395
Tokio Marine Asset Management
Japan
$436K +$78.2K +409 +22%
MAP
396
Moody Aldrich Partners
Massachusetts
$434K -$383 -2 -0.1%
LFAS
397
Level Four Advisory Services
Texas
$419K +$18K +94 +4%
Vontobel Holding
398
Vontobel Holding
Switzerland
$415K -$44.2K -231 -10%
MM
399
MQS Management
New York
$406K +$406K +2,125 New
VFA
400
Values First Advisors
Tennessee
$396K -$3.63K -19 -0.9%
14 15
16
17 18