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Steris
STE

Overview Fund Activity

655 hedge funds and large institutions have $20.8B invested in Steris in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 232 increasing their positions, 242 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+36
Holders Change %
+5.82%
% of All Funds
10.33%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
82
Increased
232
Reduced
242
Closed
43
Calls
$36.6M
Puts
$4.75M
Net Calls
+$31.9M
Net Calls Change
+$14.5M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$100M
2
FCM
Frontier Capital Management
Massachusetts
+$49.4M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
+$34.6M
4
Marshall Wace
Marshall Wace
United Kingdom
+$30.6M
5
BlackRock
BlackRock
New York
+$28.6M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$93.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$71.6M
3
Bank of America
Bank of America
North Carolina
-$57.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$56M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$42.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBFS
426
Kohmann Bosshard Financial Services
Ohio
$443K – – –
JIC
427
Johnson Investment Counsel
Ohio
$435K +$43.9K +195 +11%
PWP
428
Phillips Wealth Planners
Mississippi
$425K +$25.4K +113 +6%
Wealthfront Advisers
429
Wealthfront Advisers
California
$421K -$13.5K -60 -3%
BFA
430
Beaumont Financial Advisors
Massachusetts
$416K -$11K -49 -3%
GT
431
Greenleaf Trust
Michigan
$413K +$59.2K +263 +17%
MCM
432
MAI Capital Management
Ohio
$412K +$67K +298 +19%
Carson Wealth (CWM LLC)
433
Carson Wealth (CWM LLC)
Nebraska
$412K +$47.3K +210 +13%
SS
434
Simplicity Solutions
Minnesota
$412K +$15.1K +67 +4%
BFG
435
Bleakley Financial Group
New Jersey
$412K +$15.1K +67 +4%
IWC
436
Integrated Wealth Concepts
Massachusetts
$411K +$411K +1,825 New
MIM
437
MTM Investment Management
South Carolina
$410K +$2.7K +12 +0.7%
CC
438
Courier Capital
New York
$407K – – –
P
439
Pitcairn
Pennsylvania
$402K +$450 +2 +0.1%
Arrowstreet Capital
440
Arrowstreet Capital
Massachusetts
$401K +$401K +1,781 New
HPM
441
Hoxton Planning & Management
West Virginia
$394K -$21.4K -95 -5%
GAG
442
GM Advisory Group
New York
$392K – – –
BRWA
443
B. Riley Wealth Advisors
Florida
$383K -$21.6K -96 -5%
SC
444
Shearwater Capital
Colorado
$381K – – –
LWP
445
Lumature Wealth Partners
Georgia
$371K -$28.3K -126 -7%
FAIM
446
Financial Advocates Investment Management
Washington
$369K -$3.38K -15 -0.9%
GLR
447
Great Lakes Retirement
Ohio
$369K -$5.17K -23 -1%
CHAM
448
Clear Harbor Asset Management
Connecticut
$364K – – –
RDWM
449
Red Door Wealth Management
Tennessee
$364K +$364K +1,617 New
SWM
450
Shakespeare Wealth Management
Wisconsin
$362K – – –
16 17
18
19 20