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657 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, 233 increasing their positions, 243 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

671% more call options, than puts

Call options by funds: $36.6M | Put options by funds: $4.75M

91% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 43

16% more capital invested

Capital invested by funds: $17.8B → $20.8B (+$2.92B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more funds holding

Funds holding: 621657 (+36)

0.33% less ownership

Funds ownership: 94.28%93.95% (-0.33%)

4% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 243

Holders
657
Holders Change
+36
Holders Change %
+5.8%
% of All Funds
10.32%
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
233
Reduced
243
Closed
43
Calls
$36.6M
Puts
$4.75M
Net Calls
+$31.9M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BCV
401
Banque Cantonale Vaudoise
Switzerland
$585K
First Manhattan
402
First Manhattan
New York
$581K
V
403
Veritable
Delaware
$581K -$80.6K -403 -13%
LCM
404
LRT Capital Management
Texas
$577K +$523K +2,612 New
FI
405
Financial Insights
Washington
$571K +$221K +1,105 +77%
MCA
406
Magnolia Capital Advisors
Mississippi
$571K
SIA
407
SkyView Investment Advisors
New Jersey
$570K +$20.6K +103 +4%
SG Americas Securities
408
SG Americas Securities
New York
$552K +$491K +2,453 New
BC
409
Bowman & Company
Wisconsin
$547K +$10.2K +51 +2%
KFP
410
KB Financial Partners
New Jersey
$540K +$17K +85 +4%
RWM
411
Ritholtz Wealth Management
New York
$531K +$472K +2,361 New
VI
412
Vestcor Inc
New Brunswick, Canada
$531K
BTWM
413
Baker Tilly Wealth Management
Wisconsin
$530K +$4.2K +21 +0.9%
ACM
414
Alta Capital Management
Utah
$530K -$99.5K -497 -17%
LNWWM
415
Laird Norton Wetherby Wealth Management
California
$521K +$3K +15 +0.7%
TMAM
416
Tokio Marine Asset Management
Japan
$521K +$7.4K +37 +2%
CI Investments Inc
417
CI Investments Inc
Ontario, Canada
$496K +$214K +1,068 +94%
LFAS
418
Level Four Advisory Services
Texas
$492K -$1K -5 -0.2%
Vontobel Holding
419
Vontobel Holding
Switzerland
$488K
WWP
420
WR Wealth Planners
Missouri
$487K +$19.6K +98 +5%
MAP
421
Moody Aldrich Partners
Massachusetts
$486K -$21.8K -109 -5%
AT
422
American Trust
Kentucky
$471K +$110K +549 +36%
KAS
423
Kestra Advisory Services
Texas
$467K -$228K -1,137 -35%
VFA
424
Values First Advisors
Tennessee
$462K -$2.8K -14 -0.7%
OFS
425
OneAscent Financial Services
Alabama
$462K +$31.8K +159 +8%

STE Hedge Fund Activity: Q2 2023 in Review

657 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q2 2023, worth a combined $20.8B — up 16% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new STE positions and 43 closed out — a net gain of 39 holders — while 233 added to existing stakes and 243 trimmed.

The largest buyer was Sustainable Growth Advisers, adding an estimated $88.9M. The largest seller was Select Equity Group, cutting an estimated $83.1M.

  • 657 institutional investors held Steris (STE) as of Q2 2023, up from 621 in Q1 2023.
  • Funds reported $20.8B of Steris stock for Q2 2023, up 16% quarter-over-quarter.
  • 82 funds opened new Steris positions in Q2 2023 and 43 closed out, a net change of +39 holders.
  • The largest Steris buyer in Q2 2023 was Sustainable Growth Advisers, an estimated $88.9M added.
  • The largest Steris seller in Q2 2023 was Select Equity Group, an estimated $83.1M sold.

Based on aggregated 13F filings for Q2 2023.