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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
Franklin Resources
26
Franklin Resources
California
$185M +$45.6M +199,803 +36%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$185M -$8.51M -37,245 -5%
Legal & General Group
28
Legal & General Group
United Kingdom
$178M -$1.52M -6,645 -0.9%
WJWM
29
Williams Jones Wealth Management
New York
$165M +$98.2K +430 +0.1%
Mackenzie Financial
30
Mackenzie Financial
Ontario, Canada
$149M +$44.6M +195,067 +47%
CAM
31
Congress Asset Management
Massachusetts
$149M +$327K +1,432 +0.2%
UBS AM
32
UBS AM
Illinois
$143M +$6.94M +30,389 +5%
CS
33
Credit Suisse
Switzerland
$143M +$8.51M +37,245 +7%
Fisher Asset Management
34
Fisher Asset Management
Washington
$130M +$4.87M +21,337 +4%
Invesco
35
Invesco
Georgia
$122M -$79.1M -346,419 -41%
N
36
Nuveen
North Carolina
$117M -$1.64M -7,176 -1%
Charles Schwab
37
Charles Schwab
California
$113M +$3.56M +15,595 +3%
Federated Hermes
38
Federated Hermes
Pennsylvania
$112M -$10.2M -44,631 -9%
ESCM
39
Echo Street Capital Management
New York
$110M -$19.5M -85,384 -16%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$106M +$1.91M +8,359 +2%
ACM
41
Atlanta Capital Management
Georgia
$103M -$1.13M -4,958 -1%
Swiss National Bank
42
Swiss National Bank
Switzerland
$92.3M -$3.4M -14,900 -4%
Sands Capital Management
43
Sands Capital Management
Virginia
$88.7M +$83.2M +364,205 New
SDJVC
44
St. Denis J. Villere & Co
Louisiana
$86.1M -$2.36M -10,333 -3%
JP Morgan Chase
45
JP Morgan Chase
New York
$85.3M +$52.8K +231 +0.1%
Amundi
46
Amundi
France
$85M +$3.15M +13,789 +4%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$78.9M -$14.1M -61,560 -16%
Allianz Asset Management
48
Allianz Asset Management
Germany
$72.1M -$5.62M -24,601 -8%
RJA
49
Raymond James & Associates
Florida
$71.9M +$1.38M +6,032 +2%
Citadel Advisors
50
Citadel Advisors
Florida
$69.3M +$47.7M +208,766 +275%

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.