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650 hedge funds and large institutions have $22B invested in Steris in 2021 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 239 increasing their positions, 208 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

49% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 67

20% more capital invested

Capital invested by funds: $18.3B → $22B (+$3.7B)

15% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 208

4% more funds holding

Funds holding: 628650 (+22)

0.73% more ownership

Funds ownership: 90.55%91.28% (+0.73%)

21% less call options, than puts

Call options by funds: $15.5M | Put options by funds: $19.6M

Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
10%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.12%
New
100
Increased
239
Reduced
208
Closed
67
Calls
$15.5M
Puts
$19.6M
Net Calls
-$4.07M
Net Calls Change
+$5.42M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
426
Parallel Advisors
California
$408K +$48.4K +212 +14%
SC
427
Shearwater Capital
Colorado
$408K +$382K +1,674 New
TI
428
Tidal Investments
Wisconsin
$401K -$103K -452 -22%
KFA
429
Krane Funds Advisors
New York
$399K -$68.1K -298 -15%
RIM
430
Redpoint Investment Management
Australia
$395K
SWM
431
Shakespeare Wealth Management
Wisconsin
$392K
RJT
432
Raymond James Trust
Florida
$391K +$5.71K +25 +2%
MCS
433
Metatron Capital SICAV
Malta
$390K +$366K +1,604 New
AGP
434
Autumn Glory Partners
Texas
$390K +$366K +1,601 New
PCA
435
Pallas Capital Advisors
Massachusetts
$387K -$14.6K -64 -4%
SPIA
436
Steward Partners Investment Advisory
New York
$386K +$3.66K +16 +1%
BF
437
BOK Financial
Oklahoma
$385K +$7.77K +34 +2%
FNBT
438
FineMark National Bank & Trust
Florida
$383K
DDC
439
DF Dent & Co
Maryland
$382K
FTDI
440
First Trust Direct Indexing
Massachusetts
$381K -$2.74K -12 -0.8%
II
441
Inspire Investing
Idaho
$380K +$357K +1,562 New
Vontobel Holding
442
Vontobel Holding
Switzerland
$375K +$9.6K +42 +3%
HDIM
443
Hanson & Doremus Investment Management
Vermont
$365K
CCA
444
Conestoga Capital Advisors
Pennsylvania
$361K +$8K +35 +2%
HWIS
445
Hancock Whitney Investment Services
Louisiana
$354K +$335K +1,465 New
PAG
446
Private Advisor Group
New Jersey
$353K -$196K -857 -37%
CG
447
Colony Group
Massachusetts
$346K -$21.2K -93 -6%
IRF
448
IBM Retirement Fund
New York
$345K -$222K -970 -41%
CFG
449
Citizens Financial Group
Rhode Island
$338K -$35.6K -156 -10%
YIA
450
YHB Investment Advisors
Connecticut
$332K -$1.6K -7 -0.5%

STE Hedge Fund Activity: Q4 2021 in Review

650 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2021, worth a combined $22B — up 20% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new STE positions and 67 closed out — a net gain of 33 holders — while 239 added to existing stakes and 208 trimmed.

The largest buyer was Marshall Wace, adding an estimated $256M. The largest seller was Generation Investment Management, cutting an estimated $146M.

  • 650 institutional investors held Steris (STE) as of Q4 2021, up from 628 in Q3 2021.
  • Funds reported $22B of Steris stock for Q4 2021, up 20% quarter-over-quarter.
  • 100 funds opened new Steris positions in Q4 2021 and 67 closed out, a net change of +33 holders.
  • The largest Steris buyer in Q4 2021 was Marshall Wace, an estimated $256M added.
  • The largest Steris seller in Q4 2021 was Generation Investment Management, an estimated $146M sold.

Based on aggregated 13F filings for Q4 2021.