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628 hedge funds and large institutions have $18.3B invested in Steris in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 214 increasing their positions, 240 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 45

1% more funds holding

Funds holding: 623628 (+5)

3% less capital invested

Capital invested by funds: $18.7B → $18.3B (-$470M)

1.51% less ownership

Funds ownership: 92.06%90.55% (-1.5%)

11% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 240

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

44% less call options, than puts

Call options by funds: $12.3M | Put options by funds: $21.8M

Holders
628
Holders Change
+5
Holders Change %
+0.8%
% of All Funds
10.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
59
Increased
214
Reduced
240
Closed
45
Calls
$12.3M
Puts
$21.8M
Net Calls
-$9.49M
Net Calls Change
-$3.07M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
451
Colony Group
Massachusetts
$310K -$16.9K -79 -5%
BCV
452
Banque Cantonale Vaudoise
Switzerland
$307K
HDIM
453
Hanson & Doremus Investment Management
Vermont
$306K
QIM
454
Quantitative Investment Management
Virginia
$305K +$320K +1,495 New
Vontobel Holding
455
Vontobel Holding
Switzerland
$304K
BFM
456
Boothbay Fund Management
New York
$303K +$318K +1,485 New
PA
457
Parallel Advisors
California
$299K +$10.3K +48 +3%
CCA
458
Conestoga Capital Advisors
Pennsylvania
$296K +$10.7K +50 +4%
BU
459
BBVA USA
Alabama
$291K -$153K -713 -33%
SIA
460
SkyView Investment Advisors
New Jersey
$291K +$303K +1,418 +17,725%
KFP
461
KB Financial Partners
New Jersey
$287K +$38.5K +180 +15%
Wolverine Trading
462
Wolverine Trading
Illinois
$282K +$289K +1,349 New
PTC
463
Private Trust Company
Ohio
$281K
YIA
464
YHB Investment Advisors
Connecticut
$280K +$11.8K +55 +4%
APP
465
Alpha Paradigm Partners
Illinois
$278K -$554K -2,587 -66%
RIA
466
Regal Investment Advisors
Michigan
$275K +$21.4K +100 +8%
SP
467
Symmetry Partners
Connecticut
$272K
IA
468
IFP Advisors
Florida
$272K +$6.63K +31 +2%
PWLP
469
Prio Wealth Limited Partnership
Massachusetts
$271K
CC
470
Courier Capital
New York
$271K +$40.7K +190 +17%
NFG
471
Next Financial Group
Texas
$268K +$11.3K +53 +4%
CHAM
472
Clear Harbor Asset Management
Connecticut
$266K
FC
473
Forte Capital
New York
$266K
MP
474
McDonald Partners
Ohio
$262K
VPIM
475
Vanguard Personalized Indexing Management
California
$257K +$47.9K +224 +22%

STE Hedge Fund Activity: Q3 2021 in Review

628 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q3 2021, worth a combined $18.3B — down 2.5% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new STE positions and 45 closed out — a net gain of 14 holders — while 214 added to existing stakes and 240 trimmed.

The largest buyer was Vanguard Group, adding an estimated $124M. The largest seller was Frontier Capital Management, exiting entirely with an estimated $63.9M sold.

  • 628 institutional investors held Steris (STE) as of Q3 2021, up from 623 in Q2 2021.
  • Funds reported $18.3B of Steris stock for Q3 2021, down 2.5% quarter-over-quarter.
  • 59 funds opened new Steris positions in Q3 2021 and 45 closed out, a net change of +14 holders.
  • The largest Steris buyer in Q3 2021 was Vanguard Group, an estimated $124M added.
  • The largest Steris seller in Q3 2021 was Frontier Capital Management, an estimated $63.9M sold.

Based on aggregated 13F filings for Q3 2021.