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650 hedge funds and large institutions have $22B invested in Steris in 2021 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 239 increasing their positions, 208 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

49% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 67

20% more capital invested

Capital invested by funds: $18.3B → $22B (+$3.7B)

15% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 208

4% more funds holding

Funds holding: 628650 (+22)

0.73% more ownership

Funds ownership: 90.55%91.28% (+0.73%)

21% less call options, than puts

Call options by funds: $15.5M | Put options by funds: $19.6M

Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
10%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.12%
New
100
Increased
239
Reduced
208
Closed
67
Calls
$15.5M
Puts
$19.6M
Net Calls
-$4.07M
Net Calls Change
+$5.42M
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
451
TD Waterhouse Canada
Ontario, Canada
$328K +$305K +1,337 New
RIA
452
Regal Investment Advisors
Michigan
$325K -$2.51K -11 -0.8%
CC
453
Courier Capital
New York
$323K
PWLP
454
Prio Wealth Limited Partnership
Massachusetts
$323K
SP
455
Symmetry Partners
Connecticut
$319K
IA
456
IFP Advisors
Florida
$318K -$8K -35 -3%
PTC
457
Private Trust Company
Ohio
$317K -$16.4K -72 -5%
CHAM
458
Clear Harbor Asset Management
Connecticut
$316K
SIA
459
SkyView Investment Advisors
New Jersey
$315K +$2.73M +11,962 +839%
OWA
460
Opal Wealth Advisors
New York
$313K +$25.1K +110 +9%
KFP
461
KB Financial Partners
New Jersey
$311K -$29.9K -131 -9%
5L
462
55I LLC
Massachusetts
$309K +$4.34K +19 +2%
CAM
463
Cresset Asset Management
Illinois
$305K -$111K -485 -28%
FWP
464
Firethorn Wealth Partners
Georgia
$303K +$284K +1,243 New
CWM
465
Curi Wealth Management
North Carolina
$293K
MA
466
Montag & Associates
Georgia
$292K
CWM
467
Cornerstone Wealth Management
Missouri
$291K +$276K +1,207 New
CFGS
468
Concourse Financial Group Securities
Alabama
$287K +$8.45K +37 +3%
F
469
F3Logic
Minnesota
$283K +$457 +2 +0.2%
FC
470
Forte Capital
New York
$282K -$32K -140 -11%
DC
471
Davenport & Co
Virginia
$279K +$33.4K +146 +15%
CNC
472
Canandaigua National Corp
New York
$276K -$3.66K -16 -1%
PNC
473
Park National Corp
Ohio
$273K -$9.82K -43 -4%
MAM
474
Meeder Asset Management
Ohio
$270K +$56.2K +246 +29%
TPCW
475
TD Private Client Wealth
New York
$268K +$1.6K +7 +0.6%

STE Hedge Fund Activity: Q4 2021 in Review

650 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2021, worth a combined $22B — up 20% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new STE positions and 67 closed out — a net gain of 33 holders — while 239 added to existing stakes and 208 trimmed.

The largest buyer was Marshall Wace, adding an estimated $256M. The largest seller was Generation Investment Management, cutting an estimated $146M.

  • 650 institutional investors held Steris (STE) as of Q4 2021, up from 628 in Q3 2021.
  • Funds reported $22B of Steris stock for Q4 2021, up 20% quarter-over-quarter.
  • 100 funds opened new Steris positions in Q4 2021 and 67 closed out, a net change of +33 holders.
  • The largest Steris buyer in Q4 2021 was Marshall Wace, an estimated $256M added.
  • The largest Steris seller in Q4 2021 was Generation Investment Management, an estimated $146M sold.

Based on aggregated 13F filings for Q4 2021.