We are live on ! Find out more

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
MSFS
376
Main Street Financial Solutions
Pennsylvania
$784K -$6.13K -29 -0.8%
RB
377
Rodgers Brothers
Pennsylvania
$784K -$10.6K -50 -1%
LWAM
378
Legacy Wealth Asset Management
Minnesota
$779K +$11.4K +54 +2%
KRSITF
379
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$774K +$11.2K +53 +2%
AIP
380
Ameritas Investment Partners
Nebraska
$769K -$16.9K -80 -2%
DI
381
DFPG Investments
Utah
$763K +$85K +402 +13%
S
382
SignatureFD
Georgia
$758K -$34.1K -161 -4%
MC
383
Matisse Capital
Oregon
$747K
WIM
384
Westside Investment Management
California
$744K
BC
385
Bowman & Company
Wisconsin
$736K +$47.2K +223 +7%
HAG
386
HighPoint Advisor Group
Illinois
$710K +$680K +3,216 New
IB
387
Intrust Bank
Kansas
$710K +$1.9K +9 +0.3%
Fifth Third Bancorp
388
Fifth Third Bancorp
Ohio
$709K +$39.1K +185 +6%
OIA
389
OneDigital Investment Advisors
Kansas
$700K +$78.5K +371 +13%
FT
390
Fiduciary Trust
Massachusetts
$699K
ECM
391
Everence Capital Management
Indiana
$693K
Simplex Trading
392
Simplex Trading
Illinois
$681K +$579K +2,738 +756%
FFO
393
Fiduciary Family Office
Florida
$670K +$644K +3,047 New
PFG
394
PAX Financial Group
Texas
$655K -$51.6K -244 -8%
AWS
395
Atria Wealth Solutions
New York
$654K +$20.9K +99 +3%
HCM
396
Hilton Capital Management
New York
$651K +$626K +2,962 New
TW
397
TritonPoint Wealth
Maryland
$651K +$626K +2,959 New
SCM
398
Seascape Capital Management
New Hampshire
$644K -$24.7K -117 -4%
FA
399
FDx Advisors
Illinois
$621K -$38.7K -183 -6%
AC
400
AXQ Capital
New Jersey
$616K +$592K +2,800 New

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.