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Steris
STE

Overview Fund Activity

655 hedge funds and large institutions have $20.8B invested in Steris in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 232 increasing their positions, 242 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+36
Holders Change %
+5.82%
% of All Funds
10.33%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
82
Increased
232
Reduced
242
Closed
43
Calls
$36.6M
Puts
$4.75M
Net Calls
+$31.9M
Net Calls Change
+$14.5M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$100M
2
FCM
Frontier Capital Management
Massachusetts
+$49.4M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
+$34.6M
4
Marshall Wace
Marshall Wace
United Kingdom
+$30.6M
5
BlackRock
BlackRock
New York
+$28.6M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$93.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$71.6M
3
Bank of America
Bank of America
North Carolina
-$57.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$56M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$42.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
401
Veritable
Delaware
$581K -$90.7K -403 -13%
LCM
402
LRT Capital Management
Texas
$577K +$577K +2,612 New
FI
403
Financial Insights
Washington
$571K +$249K +1,105 +77%
MCA
404
Magnolia Capital Advisors
Mississippi
$571K – – –
SIA
405
SkyView Investment Advisors
New Jersey
$570K +$23.2K +103 +4%
SG Americas Securities
406
SG Americas Securities
New York
$552K +$552K +2,453 New
BC
407
Bowman & Company
Wisconsin
$547K +$11.5K +51 +2%
KFP
408
KB Financial Partners
New Jersey
$540K +$19.1K +85 +4%
RWM
409
Ritholtz Wealth Management
New York
$531K +$531K +2,361 New
VI
410
Vestcor Inc
New Brunswick, Canada
$531K – – –
BTWM
411
Baker Tilly Wealth Management
Wisconsin
$530K +$4.73K +21 +0.9%
ACM
412
Alta Capital Management
Utah
$530K -$112K -497 -17%
LNWWM
413
Laird Norton Wetherby Wealth Management
California
$521K +$3.38K +15 +0.7%
TMAM
414
Tokio Marine Asset Management
Japan
$521K +$8.32K +37 +2%
CI Investments Inc
415
CI Investments Inc
Ontario, Canada
$496K +$240K +1,068 +94%
LFAS
416
Level Four Advisory Services
Texas
$492K -$1.13K -5 -0.2%
Vontobel Holding
417
Vontobel Holding
Switzerland
$488K – – –
WWP
418
WR Wealth Planners
Missouri
$487K +$22K +98 +5%
MAP
419
Moody Aldrich Partners
Massachusetts
$486K -$24.5K -109 -5%
AT
420
American Trust
Kentucky
$471K +$124K +549 +36%
KAS
421
Kestra Advisory Services
Texas
$467K -$256K -1,137 -35%
VFA
422
Values First Advisors
Tennessee
$462K -$3.15K -14 -0.7%
OFS
423
OneAscent Financial Services
Alabama
$462K +$35.7K +159 +8%
WCF
424
West Coast Financial
California
$457K -$176K -782 -28%
OWM
425
OneAscent Wealth Management
Alabama
$448K -$1.35K -6 -0.3%
15 16
17
18 19