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648 hedge funds and large institutions have $17B invested in Steris in 2022 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 195 increasing their positions, 281 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

639% more call options, than puts

Call options by funds: $23.6M | Put options by funds: $3.19M

32% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 69

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

7% more capital invested

Capital invested by funds: $15.9B → $17B (+$1.12B)

2% more funds holding

Funds holding: 637648 (+11)

2.76% less ownership

Funds ownership: 95.6%92.84% (-2.8%)

31% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 281

Holders
648
Holders Change
+11
Holders Change %
+1.73%
% of All Funds
10.42%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
91
Increased
195
Reduced
281
Closed
69
Calls
$23.6M
Puts
$3.19M
Net Calls
+$20.4M
Net Calls Change
+$46.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VI
401
Vestcor Inc
New Brunswick, Canada
$438K -$195K -1,107 -32%
Vontobel Holding
402
Vontobel Holding
Switzerland
$438K +$80.4K +457 +24%
SEM
403
Suncoast Equity Management
Florida
$437K +$15.8K +90 +4%
BTWM
404
Baker Tilly Wealth Management
Wisconsin
$428K -$13.5K -77 -3%
Fifth Third Bancorp
405
Fifth Third Bancorp
Ohio
$421K +$42.2K +240 +12%
MAP
406
Moody Aldrich Partners
Massachusetts
$419K -$4.92K -28 -1%
VF
407
Virtu Financial
New York
$416K +$396K +2,252 New
GT
408
Glenview Trust
Kentucky
$404K +$16.9K +96 +5%
OWM
409
OneAscent Wealth Management
Alabama
$397K +$26.7K +152 +8%
BF
410
BOK Financial
Oklahoma
$394K +$38.7K +220 +12%
BHCM
411
Boulder Hill Capital Management
New York
$388K -$17.6K -100 -5%
LFAS
412
Level Four Advisory Services
Texas
$387K +$369K +2,096 New
VFA
413
Values First Advisors
Tennessee
$386K -$47.5K -270 -11%
OFS
414
OneAscent Financial Services
Alabama
$383K +$57.7K +328 +19%
CFG
415
Citizens Financial Group
Rhode Island
$380K +$54K +307 +18%
AWS
416
Atria Wealth Solutions
New York
$378K -$69.8K -397 -16%
FIM
417
Freedom Investment Management
Connecticut
$378K -$33.9K -193 -9%
SIA
418
SkyView Investment Advisors
New Jersey
$366K -$23.9K -136 -6%
KBFS
419
Kohmann Bosshard Financial Services
Ohio
$364K -$25K -142 -7%
SAM
420
Strategy Asset Managers
California
$363K -$27.8K -158 -7%
WWP
421
WR Wealth Planners
Missouri
$361K +$5.1K +29 +2%
KFP
422
KB Financial Partners
New Jersey
$360K -$27.4K -156 -7%
TGAM
423
TBH Global Asset Management
Tennessee
$356K
BFA
424
Beaumont Financial Advisors
Massachusetts
$346K +$527 +3 +0.2%
TMAM
425
Tokio Marine Asset Management
Japan
$346K +$5.98K +34 +2%

STE Hedge Fund Activity: Q4 2022 in Review

648 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2022, worth a combined $17B — up 7.1% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new STE positions and 69 closed out — a net gain of 22 holders — while 195 added to existing stakes and 281 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $274M. The largest seller was Janus Henderson Group, cutting an estimated $419M.

  • 648 institutional investors held Steris (STE) as of Q4 2022, up from 637 in Q3 2022.
  • Funds reported $17B of Steris stock for Q4 2022, up 7.1% quarter-over-quarter.
  • 91 funds opened new Steris positions in Q4 2022 and 69 closed out, a net change of +22 holders.
  • The largest Steris buyer in Q4 2022 was Morgan Stanley, an estimated $274M added.
  • The largest Steris seller in Q4 2022 was Janus Henderson Group, an estimated $419M sold.

Based on aggregated 13F filings for Q4 2022.