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Steris
STE

Overview Fund Activity

655 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, 232 increasing their positions, 242 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+36
Holders Change %
+5.82%
% of All Funds
10.33%
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
232
Reduced
242
Closed
43
Calls
$36.6M
Puts
$4.75M
Net Calls
+$31.9M
Net Calls Change
+$14.5M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$100M
2
FCM
Frontier Capital Management
Massachusetts
+$49.4M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
+$34.6M
4
Marshall Wace
Marshall Wace
United Kingdom
+$30.6M
5
BlackRock
BlackRock
New York
+$28.6M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$93.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$71.6M
3
Bank of America
Bank of America
North Carolina
-$57.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$56M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$42.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
451
Revisor Wealth Management
Ohio
$360K -$180K -800 -33%
TF
452
TIAA FSB
Florida
$349K +$900 +4 +0.3%
PA
453
Profund Advisors
Maryland
$344K +$8.55K +38 +3%
ACM
454
Allred Capital Management
Texas
$344K +$13.9K +62 +4%
YIA
455
YHB Investment Advisors
Connecticut
$343K +$16.9K +75 +5%
CCA
456
Conestoga Capital Advisors
Pennsylvania
$341K -$47.2K -210 -12%
HFAS
457
Hummer Financial Advisory Services
Illinois
$337K -$225K -1,000 -40%
FIM
458
Freedom Investment Management
Connecticut
$335K -$65.9K -293 -16%
VIA
459
Vident Investment Advisory
Georgia
$329K +$4.73K +21 +1%
PWPS
460
Pinnacle Wealth Planning Services
Ohio
$329K -$23.2K -103 -7%
WI
461
Wahed Invest
New York
$322K +$33.3K +148 +12%
AWM
462
Apollon Wealth Management
South Carolina
$319K +$319K +1,417 New
CWS
463
Confluence Wealth Services
Pennsylvania
$318K +$225 +1 +0.1%
ACIM
464
Azimuth Capital Investment Management
Michigan
$313K – – –
DC
465
Davenport & Co
Virginia
$312K -$900 -4 -0.3%
DI
466
DFPG Investments
Utah
$311K +$311K +1,369 New
TWC
467
TD Waterhouse Canada
Ontario, Canada
$311K -$11.4K -52 -4%
HI
468
Horizon Investments
North Carolina
$310K +$27.4K +122 +10%
AO
469
Advisor OS
Illinois
$309K +$11.2K +50 +4%
WG
470
Winton Group
United Kingdom
$306K +$306K +1,358 New
WSC
471
Wellington Shields & Co
New York
$304K -$11.2K -50 -4%
CW
472
CreativeOne Wealth
Kansas
$302K +$302K +1,343 New
CCA
473
Checchi Capital Advisers
California
$299K -$9.22K -41 -3%
HDIM
474
Hanson & Doremus Investment Management
Vermont
$299K -$21.2K -94 -7%
TA
475
Teton Advisors
New York
$292K – – –
17 18
19
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