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Steris
STE

Overview Fund Activity

619 hedge funds and large institutions have $17.8B invested in Steris in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 239 increasing their positions, 229 reducing their positions, and 76 closing their positions.

Holders
619
Holders Change
-27
Holders Change %
-4.18%
% of All Funds
9.91%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
65
Increased
239
Reduced
229
Closed
76
Calls
$19M
Puts
$1.55M
Net Calls
+$17.4M
Net Calls Change
-$3M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.16B
2
FPP
2
Findlay Park Partners
United Kingdom
$101M
3
Morgan Stanley
3
Morgan Stanley
New York
$811M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$91.1M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$106M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$1.49M
2
ESCM
2
Echo Street Capital Management
New York
$0
3
NHAS
3
Novo Holdings A/S
Denmark
$0
4
Select Equity Group
4
Select Equity Group
New York
$256M
5
UCFA
5
United Capital Financial Advisors
Texas
$30.6M
Name Market Value Shares Shares
Change 		Shares
Change %
WWP
401
WR Wealth Planners
Missouri
$396K 2,068 +115 +6%
SM
402
Sciencast Management
New Jersey
$383K 1,830 +1,830 New
OWM
403
OneAscent Wealth Management
Alabama
$382K 1,996 -156 -7%
William Blair Investment Management
404
William Blair Investment Management
Illinois
$381K 1,990 -55,868 -97%
KBFS
405
Kohmann Bosshard Financial Services
Ohio
$377K 1,970 – –
CFG
406
Citizens Financial Group
Rhode Island
$376K 1,967 -90 -4%
TRCT
407
Tower Research Capital (TRC)
New York
$372K 1,948 +618 +46%
Wealthfront Advisers
408
Wealthfront Advisers
California
$370K 1,932 +196 +11%
OFS
409
OneAscent Financial Services
Alabama
$363K 1,897 -174 -8%
BFA
410
Beaumont Financial Advisors
Massachusetts
$363K 1,897 +25 +1%
HPM
411
Hoxton Planning & Management
West Virginia
$353K 1,845 -12 -0.6%
Citadel Advisors
412
Citadel Advisors
Florida
$350K 1,830 -2,049 -53%
MIM
413
MTM Investment Management
South Carolina
$347K 1,812 +193 +12%
CC
414
Courier Capital
New York
$346K 1,807 +478 +36%
BRWA
415
B. Riley Wealth Advisors
Florida
$344K 1,799 +261 +17%
P
416
Pitcairn
Pennsylvania
$341K 1,785 – –
PWP
417
Phillips Wealth Planners
Mississippi
$341K 1,774 +1,774 New
FIM
418
Freedom Investment Management
Connecticut
$341K 1,781 -266 -13%
LWP
419
Lumature Wealth Partners
Georgia
$339K 1,774 -889 -33%
BFG
420
Bleakley Financial Group
New Jersey
$337K 1,764 -51 -3%
SS
421
Simplicity Solutions
Minnesota
$337K 1,764 +1,764 New
EA
422
Emerald Advisers
Pennsylvania
$334K 1,745 -1,122 -39%
GAG
423
GM Advisory Group
New York
$334K 1,744 +28 +2%
JIC
424
Johnson Investment Counsel
Ohio
$332K 1,738 -108 -6%
CCA
425
Conestoga Capital Advisors
Pennsylvania
$330K 1,725 +230 +15%
15 16
17
18 19