We are live on ! Find out more

657 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, 233 increasing their positions, 243 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

671% more call options, than puts

Call options by funds: $36.6M | Put options by funds: $4.75M

91% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 43

16% more capital invested

Capital invested by funds: $17.8B → $20.8B (+$2.92B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more funds holding

Funds holding: 621657 (+36)

0.33% less ownership

Funds ownership: 94.28%93.95% (-0.33%)

4% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 243

Holders
657
Holders Change
+36
Holders Change %
+5.8%
% of All Funds
10.32%
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
233
Reduced
243
Closed
43
Calls
$36.6M
Puts
$4.75M
Net Calls
+$31.9M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WCF
426
West Coast Financial
California
$457K -$156K -782 -28%
OWM
427
OneAscent Wealth Management
Alabama
$448K -$1.2K -6 -0.3%
KBFS
428
Kohmann Bosshard Financial Services
Ohio
$443K
JIC
429
Johnson Investment Counsel
Ohio
$435K +$39K +195 +11%
PWP
430
Phillips Wealth Planners
Mississippi
$425K +$22.6K +113 +6%
Wealthfront Advisers
431
Wealthfront Advisers
California
$421K -$12K -60 -3%
BFA
432
Beaumont Financial Advisors
Massachusetts
$416K -$9.8K -49 -3%
GT
433
Greenleaf Trust
Michigan
$413K +$52.6K +263 +17%
MCM
434
MAI Capital Management
Ohio
$412K +$59.6K +298 +19%
Carson Wealth (CWM LLC)
435
Carson Wealth (CWM LLC)
Nebraska
$412K +$42K +210 +13%
BFG
436
Bleakley Financial Group
New Jersey
$412K +$13.4K +67 +4%
SS
437
Simplicity Solutions
Minnesota
$412K +$13.4K +67 +4%
IWC
438
Integrated Wealth Concepts
Massachusetts
$411K +$365K +1,825 New
MIM
439
MTM Investment Management
South Carolina
$410K +$2.4K +12 +0.7%
CC
440
Courier Capital
New York
$407K
P
441
Pitcairn
Pennsylvania
$402K +$400 +2 +0.1%
Arrowstreet Capital
442
Arrowstreet Capital
Massachusetts
$401K +$356K +1,781 New
HPM
443
Hoxton Planning & Management
West Virginia
$394K -$19K -95 -5%
GAG
444
GM Advisory Group
New York
$392K
BRWA
445
B. Riley Wealth Advisors
Florida
$383K -$19.2K -96 -5%
SC
446
Shearwater Capital
Colorado
$381K
LWP
447
Lumature Wealth Partners
Georgia
$371K -$25.2K -126 -7%
FAIM
448
Financial Advocates Investment Management
Washington
$369K -$3K -15 -0.9%
GLR
449
Great Lakes Retirement
Ohio
$369K -$4.6K -23 -1%
CHAM
450
Clear Harbor Asset Management
Connecticut
$364K

STE Hedge Fund Activity: Q2 2023 in Review

657 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q2 2023, worth a combined $20.8B — up 16% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new STE positions and 43 closed out — a net gain of 39 holders — while 233 added to existing stakes and 243 trimmed.

The largest buyer was Sustainable Growth Advisers, adding an estimated $88.9M. The largest seller was Select Equity Group, cutting an estimated $83.1M.

  • 657 institutional investors held Steris (STE) as of Q2 2023, up from 621 in Q1 2023.
  • Funds reported $20.8B of Steris stock for Q2 2023, up 16% quarter-over-quarter.
  • 82 funds opened new Steris positions in Q2 2023 and 43 closed out, a net change of +39 holders.
  • The largest Steris buyer in Q2 2023 was Sustainable Growth Advisers, an estimated $88.9M added.
  • The largest Steris seller in Q2 2023 was Select Equity Group, an estimated $83.1M sold.

Based on aggregated 13F filings for Q2 2023.