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623 hedge funds and large institutions have $18.7B invested in Steris in 2021 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 271 increasing their positions, 168 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

78% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 49

61% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 168

21% more capital invested

Capital invested by funds: $15.5B → $18.7B (+$3.28B)

5% more funds holding

Funds holding: 591623 (+32)

3.22% less ownership

Funds ownership: 95.28%92.06% (-3.2%)

26% less call options, than puts

Call options by funds: $18.5M | Put options by funds: $24.9M

Holders
623
Holders Change
+32
Holders Change %
+5.41%
% of All Funds
10.84%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
87
Increased
271
Reduced
168
Closed
49
Calls
$18.5M
Puts
$24.9M
Net Calls
-$6.43M
Net Calls Change
-$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WSC
426
Wellington Shields & Co
New York
$392K
DADC
427
D.A. Davidson & Co
Montana
$387K +$378K +1,876 New
BFA
428
Beaumont Financial Advisors
Massachusetts
$386K
QVT
429
Quantitative Value Technologies
Kansas
$384K -$6.85K -34 -2%
RJT
430
Raymond James Trust
Florida
$370K -$46.1K -229 -11%
PWPS
431
Pinnacle Wealth Planning Services
Ohio
$366K -$20.7K -103 -5%
CS
432
Comerica Securities
Michigan
$358K -$386K -1,915 -52%
YWP
433
YorkBridge Wealth Partners
New York
$358K +$2.62K +13 +0.8%
MSA
434
Marino Stram & Associates
Massachusetts
$358K +$349K +1,734 New
FP
435
Foundry Partners
Minnesota
$348K
SWM
436
Shakespeare Wealth Management
Wisconsin
$348K +$324K +1,610 New
TI
437
Tidal Investments
Wisconsin
$346K -$7.25K -36 -2%
APA
438
American Portfolios Advisors
New York
$345K +$24K +119 +8%
GT
439
Greenleaf Trust
Michigan
$340K +$20.9K +104 +7%
RIM
440
Redpoint Investment Management
Australia
$335K
CAM
441
Cresset Asset Management
Illinois
$330K +$40.7K +202 +14%
CG
442
Colony Group
Massachusetts
$329K -$119K -589 -27%
FNBT
443
FineMark National Bank & Trust
Florida
$326K +$318K +1,579 New
DDC
444
DF Dent & Co
Maryland
$324K -$1.21K -6 -0.4%
SPIA
445
Steward Partners Investment Advisory
New York
$322K +$22.8K +113 +8%
PG
446
Pendal Group
Australia
$318K -$6.24K -31 -2%
BCV
447
Banque Cantonale Vaudoise
Switzerland
$310K
Vontobel Holding
448
Vontobel Holding
Switzerland
$307K +$299K +1,486 New
CWM
449
Curi Wealth Management
North Carolina
$298K -$150K -743 -34%
PA
450
Parallel Advisors
California
$293K +$10.3K +51 +4%

STE Hedge Fund Activity: Q2 2021 in Review

623 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q2 2021, worth a combined $18.7B — up 21% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new STE positions and 49 closed out — a net gain of 38 holders — while 271 added to existing stakes and 168 trimmed.

The largest buyer was APG Asset Management, adding an estimated $536M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $118M sold.

  • 623 institutional investors held Steris (STE) as of Q2 2021, up from 591 in Q1 2021.
  • Funds reported $18.7B of Steris stock for Q2 2021, up 21% quarter-over-quarter.
  • 87 funds opened new Steris positions in Q2 2021 and 49 closed out, a net change of +38 holders.
  • The largest Steris buyer in Q2 2021 was APG Asset Management, an estimated $536M added.
  • The largest Steris seller in Q2 2021 was Westfield Capital Management, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2021.