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623 hedge funds and large institutions have $18.7B invested in Steris in 2021 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 271 increasing their positions, 168 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

78% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 49

61% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 168

21% more capital invested

Capital invested by funds: $15.5B → $18.7B (+$3.28B)

5% more funds holding

Funds holding: 591623 (+32)

3.22% less ownership

Funds ownership: 95.28%92.06% (-3.2%)

26% less call options, than puts

Call options by funds: $18.5M | Put options by funds: $24.9M

Holders
623
Holders Change
+32
Holders Change %
+5.41%
% of All Funds
10.84%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
87
Increased
271
Reduced
168
Closed
49
Calls
$18.5M
Puts
$24.9M
Net Calls
-$6.43M
Net Calls Change
-$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
451
First Trust Direct Indexing
Massachusetts
$290K +$283K +1,404 New
CCA
452
Conestoga Capital Advisors
Pennsylvania
$289K +$41.3K +205 +17%
CFB
453
Cullen/Frost Bankers
Texas
$288K +$2.82K +14 +1%
PTC
454
Private Trust Company
Ohio
$284K -$196K -975 -41%
CNC
455
Canandaigua National Corp
New York
$273K -$31.6K -157 -11%
PWLP
456
Prio Wealth Limited Partnership
Massachusetts
$273K -$25.4K -126 -9%
YIA
457
YHB Investment Advisors
Connecticut
$272K
SP
458
Symmetry Partners
Connecticut
$270K -$228K -1,132 -46%
IA
459
IFP Advisors
Florida
$270K -$4.63K -23 -2%
CHAM
460
Clear Harbor Asset Management
Connecticut
$268K
FC
461
Forte Capital
New York
$268K
ATC
462
Argent Trust Co
Tennessee
$264K -$23.4K -116 -8%
HDIM
463
Hanson & Doremus Investment Management
Vermont
$264K
MP
464
McDonald Partners
Ohio
$264K
TFS
465
Thoroughbred Financial Services
Tennessee
$263K -$15.1K -75 -6%
JF
466
Jump Financial
Illinois
$261K +$254K +1,263 New
NFG
467
Next Financial Group
Texas
$260K -$1.01K -5 -0.4%
5L
468
55I LLC
Massachusetts
$258K +$201 +1 +0.1%
RIA
469
Regal Investment Advisors
Michigan
$257K +$251K +1,248 New
B
470
Barings
North Carolina
$256K
FWP
471
Firethorn Wealth Partners
Georgia
$256K
KFP
472
KB Financial Partners
New Jersey
$253K +$33.8K +168 +16%
TRCT
473
Tower Research Capital (TRC)
New York
$251K -$1.15M -5,704 -82%
PAG
474
Private Advisor Group
New Jersey
$250K +$244K +1,212 New
MA
475
Montag & Associates
Georgia
$248K

STE Hedge Fund Activity: Q2 2021 in Review

623 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q2 2021, worth a combined $18.7B — up 21% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new STE positions and 49 closed out — a net gain of 38 holders — while 271 added to existing stakes and 168 trimmed.

The largest buyer was APG Asset Management, adding an estimated $536M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $118M sold.

  • 623 institutional investors held Steris (STE) as of Q2 2021, up from 591 in Q1 2021.
  • Funds reported $18.7B of Steris stock for Q2 2021, up 21% quarter-over-quarter.
  • 87 funds opened new Steris positions in Q2 2021 and 49 closed out, a net change of +38 holders.
  • The largest Steris buyer in Q2 2021 was APG Asset Management, an estimated $536M added.
  • The largest Steris seller in Q2 2021 was Westfield Capital Management, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2021.