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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
WJWM
26
Williams Jones Wealth Management
New York
$142M +$2.19M +10,885 +2%
Charles Schwab
27
Charles Schwab
California
$138M +$13.3M +66,188 +11%
CAM
28
Congress Asset Management
Massachusetts
$123M -$2.32M -11,536 -2%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$120M +$75.4M +374,386 +180%
Principal Financial Group
30
Principal Financial Group
Iowa
$118M -$20.6M -102,243 -15%
Franklin Resources
31
Franklin Resources
California
$115M +$5.39M +26,758 +5%
UBS AM
32
UBS AM
Illinois
$111M +$6.02M +29,878 +6%
N
33
Nuveen
North Carolina
$111M +$5.32M +26,445 +5%
CS
34
Credit Suisse
Switzerland
$110M +$84.6M +420,059 +375%
Fisher Asset Management
35
Fisher Asset Management
Washington
$107M -$6.38M -31,685 -6%
ESCM
36
Echo Street Capital Management
New York
$107M -$25M -124,277 -19%
Federated Hermes
37
Federated Hermes
Pennsylvania
$103M +$164K +813 +0.2%
ACM
38
Atlanta Capital Management
Georgia
$102M -$3.57M -17,742 -3%
ACM
39
Alta Capital Management
Utah
$97M -$711K -3,529 -0.7%
Canada Life
40
Canada Life
Manitoba, Canada
$92.7M -$41.6M -206,425 -31%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$91.2M +$910K +4,521 +1%
Mackenzie Financial
42
Mackenzie Financial
Ontario, Canada
$89.6M +$2.74M +13,620 +3%
SDJVC
43
St. Denis J. Villere & Co
Louisiana
$88.5M -$341K -1,695 -0.4%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$88.4M +$16.6M +82,313 +24%
Morgan Stanley
45
Morgan Stanley
New York
$85.6M +$57.6M +286,093 +222%
Swiss National Bank
46
Swiss National Bank
Switzerland
$83.9M +$15.8M +78,490 +24%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$82.6M -$2.63M -13,050 -3%
DM
48
Diker Management
New York
$75.6M +$73.8M +366,353 New
Amundi
49
Amundi
France
$72.5M +$70.8M +351,628 New
JP Morgan Chase
50
JP Morgan Chase
New York
$72.5M +$465K +2,311 +0.7%