We are live on ! Find out more

637 hedge funds and large institutions have $15.9B invested in Steris in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 258 increasing their positions, 228 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 228

3.15% more ownership

Funds ownership: 92.45%95.6% (+3.1%)

4% less funds holding

Funds holding: 665637 (-28)

16% less capital invested

Capital invested by funds: $19B → $15.9B (-$3.09B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

22% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 81

75% less call options, than puts

Call options by funds: $8.51M | Put options by funds: $34.6M

Holders
637
Holders Change
-28
Holders Change %
-4.21%
% of All Funds
10.97%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
63
Increased
258
Reduced
228
Closed
81
Calls
$8.51M
Puts
$34.6M
Net Calls
-$26M
Net Calls Change
-$37.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LWP
401
Lumature Wealth Partners
Georgia
$434K +$444K +2,183 +512%
LWAM
402
Legacy Wealth Asset Management
Minnesota
$433K -$743K -3,651 -58%
BCV
403
Banque Cantonale Vaudoise
Switzerland
$433K
PFS
404
Prospera Financial Services
Texas
$427K +$327K +1,609 +168%
TW
405
TrinityPoint Wealth
Connecticut
$423K +$24K +118 +5%
HFAS
406
Hummer Financial Advisory Services
Illinois
$416K
AWS
407
Atria Wealth Solutions
New York
$406K -$248K -1,219 -33%
CIM
408
Contravisory Investment Management
Massachusetts
$399K -$12.2K -60 -2%
BTWM
409
Baker Tilly Wealth Management
Wisconsin
$399K -$11.6K -57 -2%
VPIM
410
Vanguard Personalized Indexing Management
California
$396K -$82K -403 -14%
Millennium Management
411
Millennium Management
New York
$395K -$35.9M -176,205 -99%
MCA
412
Magnolia Capital Advisors
Mississippi
$394K
VFA
413
Values First Advisors
Tennessee
$392K +$26.7K +131 +6%
DTL
414
Dynamic Technology Lab
Singapore
$390K +$477K +2,344 New
MAP
415
Moody Aldrich Partners
Massachusetts
$382K +$65.5K +322 +16%
Cetera Investment Advisers
416
Cetera Investment Advisers
Illinois
$381K +$20.1K +99 +5%
BC
417
Bowman & Company
Wisconsin
$381K +$23.8K +117 +5%
SEM
418
Suncoast Equity Management
Florida
$378K -$61K -300 -12%
MWA
419
Meridian Wealth Advisors
Texas
$377K +$159K +782 +53%
FTDI
420
First Trust Direct Indexing
Massachusetts
$375K +$34K +167 +8%
WA
421
Wambolt & Associates
Colorado
$374K
FIM
422
Freedom Investment Management
Connecticut
$372K -$20.6K -101 -4%
JCIA
423
Jackson Creek Investment Advisors
Colorado
$368K +$2.65K +13 +0.6%
P
424
Pitcairn
Pennsylvania
$367K -$6.31K -31 -1%
BHCM
425
Boulder Hill Capital Management
New York
$366K +$448K +2,200 New

STE Hedge Fund Activity: Q3 2022 in Review

637 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q3 2022, worth a combined $15.9B — down 16% from $19B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of STE and 63 opened new positions — a net loss of 18 holders — while 228 trimmed existing stakes and 258 added.

The largest buyer was Janus Henderson Group, adding an estimated $475M. The largest seller was Marshall Wace, cutting an estimated $104M.

  • 637 institutional investors held Steris (STE) as of Q3 2022, down from 665 in Q2 2022.
  • Funds reported $15.9B of Steris stock for Q3 2022, down 16% quarter-over-quarter.
  • 63 funds opened new Steris positions in Q3 2022 and 81 closed out, a net change of -18 holders.
  • The largest Steris buyer in Q3 2022 was Janus Henderson Group, an estimated $475M added.
  • The largest Steris seller in Q3 2022 was Marshall Wace, an estimated $104M sold.

Based on aggregated 13F filings for Q3 2022.