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650 hedge funds and large institutions have $22B invested in Steris in 2021 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 239 increasing their positions, 208 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

49% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 67

20% more capital invested

Capital invested by funds: $18.3B → $22B (+$3.7B)

15% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 208

4% more funds holding

Funds holding: 628650 (+22)

0.73% more ownership

Funds ownership: 90.55%91.28% (+0.73%)

21% less call options, than puts

Call options by funds: $15.5M | Put options by funds: $19.6M

Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
10%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.12%
New
100
Increased
239
Reduced
208
Closed
67
Calls
$15.5M
Puts
$19.6M
Net Calls
-$4.07M
Net Calls Change
+$5.42M
Name Holding Trade Value Shares
Change
Change in
Stake
VI
401
Vestcor Inc
New Brunswick, Canada
$462K -$27.2K -119 -6%
WSC
402
Wellington Shields & Co
New York
$462K
YWP
403
YorkBridge Wealth Partners
New York
$460K +$14.6K +64 +4%
Cetera Investment Advisers
404
Cetera Investment Advisers
Illinois
$459K +$16.2K +71 +4%
GT
405
Greenleaf Trust
Michigan
$459K +$31.3K +137 +8%
Verition Fund Management
406
Verition Fund Management
Connecticut
$458K +$430K +1,882 New
HF
407
HRT Financial
New York
$456K +$429K +1,877 New
BFA
408
Beaumont Financial Advisors
Massachusetts
$455K
GT
409
Glenview Trust
Kentucky
$447K +$59.4K +260 +16%
VFA
410
Values First Advisors
Tennessee
$447K +$165K +721 +65%
FPS
411
Fieldpoint Private Securities
Connecticut
$442K +$1.14K +5 +0.3%
Wolverine Trading
412
Wolverine Trading
Illinois
$441K +$103K +449 +33%
DADC
413
D.A. Davidson & Co
Montana
$439K -$10.3K -45 -2%
APA
414
American Portfolios Advisors
New York
$438K +$15.3K +67 +4%
TA
415
Teton Advisors
New York
$438K -$548K -2,400 -57%
VPIM
416
Vanguard Personalized Indexing Management
California
$437K +$123K +539 +43%
LWAC
417
Laurel Wealth Advisors (California)
California
$437K +$410K +1,795 New
AssetMark Inc
418
AssetMark Inc
California
$431K +$370K +1,618 +1,072%
AIM
419
Aigen Investment Management
New York
$429K -$494K -2,163 -54%
PWPS
420
Pinnacle Wealth Planning Services
Ohio
$429K -$1.83K -8 -0.5%
Nomura Holdings
421
Nomura Holdings
Japan
$425K -$22.8M -99,778 -98%
DTL
422
Dynamic Technology Lab
Singapore
$425K +$399K +1,748 New
ED
423
Exane Derivatives
France
$423K -$36.6K -160 -8%
CS
424
Comerica Securities
Michigan
$411K -$23.3K -102 -6%
FP
425
Foundry Partners
Minnesota
$411K

STE Hedge Fund Activity: Q4 2021 in Review

650 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2021, worth a combined $22B — up 20% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new STE positions and 67 closed out — a net gain of 33 holders — while 239 added to existing stakes and 208 trimmed.

The largest buyer was Marshall Wace, adding an estimated $256M. The largest seller was Generation Investment Management, cutting an estimated $146M.

  • 650 institutional investors held Steris (STE) as of Q4 2021, up from 628 in Q3 2021.
  • Funds reported $22B of Steris stock for Q4 2021, up 20% quarter-over-quarter.
  • 100 funds opened new Steris positions in Q4 2021 and 67 closed out, a net change of +33 holders.
  • The largest Steris buyer in Q4 2021 was Marshall Wace, an estimated $256M added.
  • The largest Steris seller in Q4 2021 was Generation Investment Management, an estimated $146M sold.

Based on aggregated 13F filings for Q4 2021.