We are live on ! Find out more

628 hedge funds and large institutions have $18.3B invested in Steris in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 214 increasing their positions, 240 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 45

1% more funds holding

Funds holding: 623628 (+5)

3% less capital invested

Capital invested by funds: $18.7B → $18.3B (-$470M)

1.51% less ownership

Funds ownership: 92.06%90.55% (-1.5%)

11% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 240

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

44% less call options, than puts

Call options by funds: $12.3M | Put options by funds: $21.8M

Holders
628
Holders Change
+5
Holders Change %
+0.8%
% of All Funds
10.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
59
Increased
214
Reduced
240
Closed
45
Calls
$12.3M
Puts
$21.8M
Net Calls
-$9.49M
Net Calls Change
-$3.07M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
426
Toews Corporation
New Jersey
$388K +$407K +1,900 New
ED
427
Exane Derivatives
France
$388K +$401K +1,874 +7,808%
BFA
428
Beaumont Financial Advisors
Massachusetts
$382K
DADC
429
D.A. Davidson & Co
Montana
$376K -$7.49K -35 -2%
YWP
430
YorkBridge Wealth Partners
New York
$373K +$19.3K +90 +5%
Cetera Investment Advisers
431
Cetera Investment Advisers
Illinois
$371K -$49.6K -232 -11%
FPS
432
Fieldpoint Private Securities
Connecticut
$370K -$6.63K -31 -2%
CS
433
Comerica Securities
Michigan
$366K +$11.6K +54 +3%
PWPS
434
Pinnacle Wealth Planning Services
Ohio
$361K -$1.93K -9 -0.5%
GT
435
Greenleaf Trust
Michigan
$357K +$21.6K +101 +6%
CAM
436
Cresset Asset Management
Illinois
$355K +$29.5K +138 +9%
APA
437
American Portfolios Advisors
New York
$354K +$13.5K +63 +4%
FP
438
Foundry Partners
Minnesota
$345K
SWM
439
Shakespeare Wealth Management
Wisconsin
$334K
TSS
440
Two Sigma Securities
New York
$333K +$349K +1,629 New
RIM
441
Redpoint Investment Management
Australia
$332K
RJT
442
Raymond James Trust
Florida
$323K -$45.6K -213 -12%
GT
443
Glenview Trust
Kentucky
$323K +$125K +582 +58%
FTDI
444
First Trust Direct Indexing
Massachusetts
$322K +$37K +173 +12%
FL
445
Fort LP
Maryland
$321K -$73K -341 -18%
FNBT
446
FineMark National Bank & Trust
Florida
$321K -$1.28K -6 -0.4%
DDC
447
DF Dent & Co
Maryland
$321K
SPIA
448
Steward Partners Investment Advisory
New York
$320K +$1.07K +5 +0.3%
CFG
449
Citizens Financial Group
Rhode Island
$318K +$334K +1,559 New
BF
450
BOK Financial
Oklahoma
$317K +$331K +1,549 New

STE Hedge Fund Activity: Q3 2021 in Review

628 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q3 2021, worth a combined $18.3B — down 2.5% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new STE positions and 45 closed out — a net gain of 14 holders — while 214 added to existing stakes and 240 trimmed.

The largest buyer was Vanguard Group, adding an estimated $124M. The largest seller was Frontier Capital Management, exiting entirely with an estimated $63.9M sold.

  • 628 institutional investors held Steris (STE) as of Q3 2021, up from 623 in Q2 2021.
  • Funds reported $18.3B of Steris stock for Q3 2021, down 2.5% quarter-over-quarter.
  • 59 funds opened new Steris positions in Q3 2021 and 45 closed out, a net change of +14 holders.
  • The largest Steris buyer in Q3 2021 was Vanguard Group, an estimated $124M added.
  • The largest Steris seller in Q3 2021 was Frontier Capital Management, an estimated $63.9M sold.

Based on aggregated 13F filings for Q3 2021.