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637 hedge funds and large institutions have $15.9B invested in Steris in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 258 increasing their positions, 228 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 228

3.15% more ownership

Funds ownership: 92.45%95.6% (+3.1%)

4% less funds holding

Funds holding: 665637 (-28)

16% less capital invested

Capital invested by funds: $19B → $15.9B (-$3.09B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

22% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 81

75% less call options, than puts

Call options by funds: $8.51M | Put options by funds: $34.6M

Holders
637
Holders Change
-28
Holders Change %
-4.21%
% of All Funds
10.97%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
63
Increased
258
Reduced
228
Closed
81
Calls
$8.51M
Puts
$34.6M
Net Calls
-$26M
Net Calls Change
-$37.3M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
426
American Portfolios Advisors
New York
$354K +$47.8K +235 +12%
SAM
427
Strategy Asset Managers
California
$353K +$432K +2,125 New
SIA
428
SkyView Investment Advisors
New Jersey
$352K +$95.6K +470 +29%
KBFS
429
Kohmann Bosshard Financial Services
Ohio
$351K -$16.5K -81 -4%
KFP
430
KB Financial Partners
New Jersey
$350K +$105K +515 +32%
MM
431
MQS Management
New York
$348K +$425K +2,091 New
GT
432
Glenview Trust
Kentucky
$347K +$28.5K +140 +7%
HH
433
Hilltop Holdings
Texas
$344K -$5.29K -26 -1%
Fifth Third Bancorp
434
Fifth Third Bancorp
Ohio
$340K -$1.1M -5,417 -73%
OWM
435
OneAscent Wealth Management
Alabama
$333K -$42.3K -208 -9%
RFC
436
Regions Financial Corp
Alabama
$330K -$84.4K -415 -17%
Wealthfront Advisers
437
Wealthfront Advisers
California
$329K -$151K -742 -27%
Vontobel Holding
438
Vontobel Holding
Switzerland
$323K +$19.7K +97 +5%
CCM
439
Conway Capital Management
California
$322K -$329K -1,617 -45%
LNWWM
440
Laird Norton Wetherby Wealth Management
California
$321K -$107K -525 -21%
TGAM
441
TBH Global Asset Management
Tennessee
$321K -$10.2K -50 -3%
WWP
442
WR Wealth Planners
Missouri
$320K +$28.1K +138 +8%
BF
443
BOK Financial
Oklahoma
$318K -$32.2K -158 -8%
JIC
444
Johnson Investment Counsel
Ohio
$314K +$123K +603 +47%
CAC
445
Cowen and Company
New York
$312K +$382K +1,878 New
BFA
446
Beaumont Financial Advisors
Massachusetts
$311K
AT
447
American Trust
Kentucky
$309K -$17.3K -85 -4%
CCP
448
Corient Capital Partners
California
$308K +$44.8K +220 +17%
DADC
449
D.A. Davidson & Co
Montana
$307K
MA
450
Momentum Advisors
New York
$307K +$375K +1,845 New

STE Hedge Fund Activity: Q3 2022 in Review

637 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q3 2022, worth a combined $15.9B — down 16% from $19B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of STE and 63 opened new positions — a net loss of 18 holders — while 228 trimmed existing stakes and 258 added.

The largest buyer was Janus Henderson Group, adding an estimated $475M. The largest seller was Marshall Wace, cutting an estimated $104M.

  • 637 institutional investors held Steris (STE) as of Q3 2022, down from 665 in Q2 2022.
  • Funds reported $15.9B of Steris stock for Q3 2022, down 16% quarter-over-quarter.
  • 63 funds opened new Steris positions in Q3 2022 and 81 closed out, a net change of -18 holders.
  • The largest Steris buyer in Q3 2022 was Janus Henderson Group, an estimated $475M added.
  • The largest Steris seller in Q3 2022 was Marshall Wace, an estimated $104M sold.

Based on aggregated 13F filings for Q3 2022.