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706 hedge funds and large institutions have $21.5B invested in Steris in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 252 increasing their positions, 263 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,851% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $2.42M

75% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $20.3B → $21.5B (+$1.15B)

5.43% more ownership

Funds ownership: 93.68%99.11% (+5.4%)

4% more funds holding

Funds holding: 682706 (+24)

4% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 263

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
706
Holders Change
+24
Holders Change %
+3.52%
% of All Funds
10.29%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
84
Increased
252
Reduced
263
Closed
48
Calls
$47.2M
Puts
$2.42M
Net Calls
+$44.8M
Net Calls Change
+$439K
Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
401
Credit Agricole
France
$614K +$395K +1,867 +201%
TW
402
TrinityPoint Wealth
Connecticut
$613K -$2.12K -10 -0.4%
SEM
403
Suncoast Equity Management
Florida
$608K -$6.34K -30 -1%
SP
404
Stonebrook Private
Michigan
$606K +$583K +2,757 New
WR
405
WD Rutherford
Oregon
$603K -$50.8K -240 -8%
IFU
406
iSAM Funds (UK)
United Kingdom
$597K +$72.1K +341 +14%
CA
407
Cetera Advisors
Colorado
$596K +$10.2K +48 +2%
PP
408
PDT Partners
New York
$594K +$211 +1 +0%
Walleye Trading
409
Walleye Trading
New York
$592K -$68.1K -322 -11%
LWM
410
Lakeridge Wealth Management
Ohio
$591K +$568K +2,687 New
Squarepoint
411
Squarepoint
New York
$589K -$211 -1 -0%
PCM
412
Prelude Capital Management
New York
$588K +$369K +1,745 +187%
FTDI
413
First Trust Direct Indexing
Massachusetts
$588K -$34.3K -162 -6%
OHWP
414
Oak Harbor Wealth Partners
North Carolina
$588K -$126K -594 -18%
PWG
415
Portside Wealth Group
Utah
$585K +$3.17K +15 +0.6%
GC
416
Guggenheim Capital
Illinois
$583K -$148K -700 -21%
O
417
Ossiam
France
$582K +$105K +497 +23%
CCA
418
Conestoga Capital Advisors
Pennsylvania
$580K +$122K +575 +28%
SWS
419
SYSTM Wealth Solutions
Illinois
$575K -$279K -1,320 -34%
DWM
420
Dakota Wealth Management
Florida
$574K +$7.4K +35 +1%
WF
421
Welch & Forbes
Massachusetts
$569K -$2.12K -10 -0.4%
AAM
422
Advisors Asset Management
Colorado
$567K +$196K +928 +56%
TMAM
423
Tokio Marine Asset Management
Japan
$559K
MCM
424
MAI Capital Management
Ohio
$543K +$188K +887 +56%
OQS
425
Occudo Quantitative Strategies
Florida
$533K +$513K +2,424 New

STE Hedge Fund Activity: Q4 2023 in Review

706 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2023, worth a combined $21.5B — up 5.7% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new STE positions and 48 closed out — a net gain of 36 holders — while 252 added to existing stakes and 263 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $817M. The largest seller was WCM Investment Management, cutting an estimated $119M.

  • 706 institutional investors held Steris (STE) as of Q4 2023, up from 682 in Q3 2023.
  • Funds reported $21.5B of Steris stock for Q4 2023, up 5.7% quarter-over-quarter.
  • 84 funds opened new Steris positions in Q4 2023 and 48 closed out, a net change of +36 holders.
  • The largest Steris buyer in Q4 2023 was Morgan Stanley, an estimated $817M added.
  • The largest Steris seller in Q4 2023 was WCM Investment Management, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2023.