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648 hedge funds and large institutions have $17B invested in Steris in 2022 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 195 increasing their positions, 281 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

639% more call options, than puts

Call options by funds: $23.6M | Put options by funds: $3.19M

32% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 69

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

7% more capital invested

Capital invested by funds: $15.9B → $17B (+$1.12B)

2% more funds holding

Funds holding: 637648 (+11)

2.76% less ownership

Funds ownership: 95.6%92.84% (-2.8%)

31% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 281

Holders
648
Holders Change
+11
Holders Change %
+1.73%
% of All Funds
10.42%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
91
Increased
195
Reduced
281
Closed
69
Calls
$23.6M
Puts
$3.19M
Net Calls
+$20.4M
Net Calls Change
+$46.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HPM
426
Hoxton Planning & Management
West Virginia
$343K +$327K +1,857 New
JIC
427
Johnson Investment Counsel
Ohio
$341K -$7.56K -43 -2%
MA
428
Momentum Advisors
New York
$340K -$879 -5 -0.3%
BFG
429
Bleakley Financial Group
New Jersey
$335K +$319K +1,815 New
P
430
Pitcairn
Pennsylvania
$330K -$74.6K -424 -19%
ACIM
431
Azimuth Capital Investment Management
Michigan
$324K
AFM
432
Andesa Financial Management
Pennsylvania
$321K -$196K -1,115 -39%
Wealthfront Advisers
433
Wealthfront Advisers
California
$321K -$42.2K -240 -12%
Northwestern Mutual Wealth Management
434
Northwestern Mutual Wealth Management
Wisconsin
$320K -$197K -1,123 -39%
BC
435
Bowman & Company
Wisconsin
$320K -$99K -563 -25%
SSG
436
Summit Securities Group
New York
$319K +$304K +1,728 +172,800%
PA
437
Profund Advisors
Maryland
$318K +$28.1K +160 +10%
HI
438
Horizon Investments
North Carolina
$317K +$302K +1,716 New
GAG
439
GM Advisory Group
New York
$317K
FAIM
440
Financial Advocates Investment Management
Washington
$316K +$301K +1,713 New
AT
441
American Trust
Kentucky
$315K -$27.3K -155 -8%
SC
442
Shearwater Capital
Colorado
$312K +$703 +4 +0.2%
Walleye Trading
443
Walleye Trading
New York
$312K +$297K +1,688 New
Carson Wealth (CWM LLC)
444
Carson Wealth (CWM LLC)
Nebraska
$310K +$81.8K +465 +38%
YWP
445
YorkBridge Wealth Partners
New York
$308K -$13.4K -76 -4%
SFA
446
Sequoia Financial Advisors
Ohio
$304K +$59.1K +336 +26%
ST
447
Smithfield Trust
Pennsylvania
$301K -$15.5K -88 -5%
MIM
448
MTM Investment Management
South Carolina
$299K -$12.7K -72 -4%
SWM
449
Shakespeare Wealth Management
Wisconsin
$297K -$3.34K -19 -1%
PCA
450
Pallas Capital Advisors
Massachusetts
$297K -$22.7K -129 -8%

STE Hedge Fund Activity: Q4 2022 in Review

648 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2022, worth a combined $17B — up 7.1% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new STE positions and 69 closed out — a net gain of 22 holders — while 195 added to existing stakes and 281 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $274M. The largest seller was Janus Henderson Group, cutting an estimated $419M.

  • 648 institutional investors held Steris (STE) as of Q4 2022, up from 637 in Q3 2022.
  • Funds reported $17B of Steris stock for Q4 2022, up 7.1% quarter-over-quarter.
  • 91 funds opened new Steris positions in Q4 2022 and 69 closed out, a net change of +22 holders.
  • The largest Steris buyer in Q4 2022 was Morgan Stanley, an estimated $274M added.
  • The largest Steris seller in Q4 2022 was Janus Henderson Group, an estimated $419M sold.

Based on aggregated 13F filings for Q4 2022.