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Steris
STE

Overview Fund Activity

655 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, 232 increasing their positions, 242 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+36
Holders Change %
+5.82%
% of All Funds
10.33%
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
232
Reduced
242
Closed
43
Calls
$36.6M
Puts
$4.75M
Net Calls
+$31.9M
Net Calls Change
+$14.5M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$100M
2
FCM
Frontier Capital Management
Massachusetts
+$49.4M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
+$34.6M
4
Marshall Wace
Marshall Wace
United Kingdom
+$30.6M
5
BlackRock
BlackRock
New York
+$28.6M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$93.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$71.6M
3
Bank of America
Bank of America
North Carolina
-$57.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$56M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$42.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Verition Fund Management
376
Verition Fund Management
Connecticut
$686K -$74.7K -332 -10%
AWS
377
Atria Wealth Solutions
New York
$668K -$67K -298 -9%
WR
378
WD Rutherford
Oregon
$668K – – –
IB
379
Intrust Bank
Kansas
$663K -$38.5K -171 -5%
OHWP
380
Oak Harbor Wealth Partners
North Carolina
$663K -$107K -476 -14%
NA
381
NewEdge Advisors
Louisiana
$658K -$253K -1,124 -28%
CTC
382
Central Trust Company
Missouri
$650K -$644K -2,861 -50%
WF
383
Welch & Forbes
Massachusetts
$647K +$65K +289 +11%
NIG
384
NFJ Investment Group
Texas
$643K -$16.7M -74,069 -96%
OIA
385
OneDigital Investment Advisors
Kansas
$629K +$23.2K +103 +4%
TW
386
TrinityPoint Wealth
Connecticut
$626K +$14.9K +66 +2%
CAM
387
Cresset Asset Management
Illinois
$626K +$626K +2,783 New
Fifth Third Bancorp
388
Fifth Third Bancorp
Ohio
$624K +$2.25K +10 +0.4%
CA
389
Cetera Advisors
Colorado
$614K -$17.8K -79 -3%
DWM
390
Dakota Wealth Management
Florida
$604K -$55.1K -245 -8%
FTDI
391
First Trust Direct Indexing
Massachusetts
$603K +$36.2K +161 +6%
SEM
392
Suncoast Equity Management
Florida
$602K +$67.5K +300 +13%
SEC
393
Seven Eight Capital
New York
$597K -$91.8K -408 -13%
GT
394
Glenview Trust
Kentucky
$593K +$29.5K +131 +5%
SFA
395
Sequoia Financial Advisors
Ohio
$591K +$303K +1,345 +105%
PWG
396
Portside Wealth Group
Utah
$591K +$591K +2,628 New
O
397
Ossiam
France
$590K +$336K +1,493 +132%
GC
398
Guardian Capital
Ontario, Canada
$586K -$14.6K -65 -2%
BCV
399
Banque Cantonale Vaudoise
Switzerland
$585K – – –
First Manhattan
400
First Manhattan
New York
$581K – – –
14 15
16
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