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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
P
451
Pitcairn
Pennsylvania
$438K -$3.38K -16 -0.8%
KBFS
452
Kohmann Bosshard Financial Services
Ohio
$433K
GCC
453
Guardian Capital (Canada)
Ontario, Canada
$432K -$127K -601 -23%
Northwestern Mutual Wealth Management
454
Northwestern Mutual Wealth Management
Wisconsin
$419K +$22.2K +105 +6%
ACM
455
Alta Capital Management
Utah
$417K -$97.3K -460 -20%
CCIA
456
Campbell & Co Investment Adviser
Maryland
$414K +$398K +1,881 New
DIA
457
Dana Investment Advisors
Wisconsin
$408K +$16.3K +77 +4%
GT
458
Greenleaf Trust
Michigan
$407K -$7.4K -35 -2%
BFA
459
Beaumont Financial Advisors
Massachusetts
$407K -$1.27K -6 -0.3%
MIM
460
MTM Investment Management
South Carolina
$406K
Wealthfront Advisers
461
Wealthfront Advisers
California
$403K -$375K -1,774 -49%
LSAG
462
Lake Street Advisors Group
New Hampshire
$401K +$386K +1,826 New
MAP
463
Moody Aldrich Partners
Massachusetts
$395K -$89.7K -424 -19%
CC
464
Courier Capital
New York
$390K
AT
465
American Trust
Kentucky
$388K -$13.3K -63 -3%
BRWA
466
B. Riley Wealth Advisors
Florida
$388K -$44.2K -209 -11%
GAG
467
GM Advisory Group
New York
$383K
PAG
468
Private Advisor Group
New Jersey
$379K +$365K +1,726 New
IWC
469
Integrated Wealth Concepts
Massachusetts
$374K -$48.9K -231 -12%
AA
470
Ancora Advisors
Ohio
$374K +$175K +826 +95%
XT
471
XTX Topco
Cayman Islands
$373K -$497K -2,352 -58%
SC
472
Shearwater Capital
Colorado
$372K
WCF
473
West Coast Financial
California
$370K -$22.4K -106 -6%
HNB
474
Huntington National Bank
Ohio
$368K +$129K +610 +57%
CI Investments Inc
475
CI Investments Inc
Ontario, Canada
$361K -$59.2K -280 -15%

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.