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706 hedge funds and large institutions have $21.5B invested in Steris in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 252 increasing their positions, 263 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,851% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $2.42M

75% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $20.3B → $21.5B (+$1.15B)

5.43% more ownership

Funds ownership: 93.68%99.11% (+5.4%)

4% more funds holding

Funds holding: 682706 (+24)

4% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 263

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
706
Holders Change
+24
Holders Change %
+3.52%
% of All Funds
10.29%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
84
Increased
252
Reduced
263
Closed
48
Calls
$47.2M
Puts
$2.42M
Net Calls
+$44.8M
Net Calls Change
+$439K
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
426
Kestra Private Wealth Services
Texas
$530K +$510K +2,411 New
CM
427
Castleark Management
Illinois
$523K
First Manhattan
428
First Manhattan
New York
$521K -$45.3K -214 -8%
RWM
429
Ritholtz Wealth Management
New York
$519K -$5.92K -28 -1%
IMCOOI
430
Investment Management Corp of Ontario (IMCO)
Canada
$498K +$479K +2,265 New
PS
431
Principal Securities
Iowa
$496K +$477K +2,257 New
BTWM
432
Baker Tilly Wealth Management
Wisconsin
$494K -$8.46K -40 -2%
WWP
433
WR Wealth Planners
Missouri
$486K +$55K +260 +13%
Public Sector Pension Investment Board (PSP Investments)
434
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$485K -$1.77M -8,361 -79%
Vontobel Holding
435
Vontobel Holding
Switzerland
$477K
LFAS
436
Level Four Advisory Services
Texas
$477K +$1.06K +5 +0.2%
VSQM
437
V-Square Quantitative Management
Illinois
$476K +$91.8K +434 +25%
CTC
438
Central Trust Company
Missouri
$470K -$70.2K -332 -13%
VA
439
Vident Advisory
Georgia
$469K +$19.9K +94 +5%
KAS
440
Kestra Advisory Services
Texas
$465K +$10.2K +48 +2%
ACM
441
Allred Capital Management
Texas
$462K +$4.23K +20 +1%
LNWWM
442
Laird Norton Wetherby Wealth Management
California
$461K -$28.3K -134 -6%
PWP
443
Phillips Wealth Planners
Mississippi
$459K +$24.7K +117 +6%
OWM
444
OneAscent Wealth Management
Alabama
$451K -$73.2K -346 -14%
9WM
445
9258 Wealth Management
Ohio
$448K +$143K +676 +50%
Carson Wealth (CWM LLC)
446
Carson Wealth (CWM LLC)
Nebraska
$447K -$7.4K -35 -2%
VI
447
Vestcor Inc
New Brunswick, Canada
$442K -$6.56K -31 -2%
CSPIA
448
Cary Street Partners Investment Advisory
Virginia
$442K +$324K +1,534 +323%
Nomura Holdings
449
Nomura Holdings
Japan
$441K +$424K +2,006 New
GT
450
Glenview Trust
Kentucky
$438K -$108K -512 -20%

STE Hedge Fund Activity: Q4 2023 in Review

706 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2023, worth a combined $21.5B — up 5.7% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new STE positions and 48 closed out — a net gain of 36 holders — while 252 added to existing stakes and 263 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $817M. The largest seller was WCM Investment Management, cutting an estimated $119M.

  • 706 institutional investors held Steris (STE) as of Q4 2023, up from 682 in Q3 2023.
  • Funds reported $21.5B of Steris stock for Q4 2023, up 5.7% quarter-over-quarter.
  • 84 funds opened new Steris positions in Q4 2023 and 48 closed out, a net change of +36 holders.
  • The largest Steris buyer in Q4 2023 was Morgan Stanley, an estimated $817M added.
  • The largest Steris seller in Q4 2023 was WCM Investment Management, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2023.