We are live on ! Find out more

637 hedge funds and large institutions have $15.9B invested in Steris in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 258 increasing their positions, 228 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 228

3.15% more ownership

Funds ownership: 92.45%95.6% (+3.1%)

4% less funds holding

Funds holding: 665637 (-28)

16% less capital invested

Capital invested by funds: $19B → $15.9B (-$3.09B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

22% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 81

75% less call options, than puts

Call options by funds: $8.51M | Put options by funds: $34.6M

Holders
637
Holders Change
-28
Holders Change %
-4.21%
% of All Funds
10.97%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
63
Increased
258
Reduced
228
Closed
81
Calls
$8.51M
Puts
$34.6M
Net Calls
-$26M
Net Calls Change
-$37.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$127M +$4.75M +23,359 +3%
Fidelity International
27
Fidelity International
Bermuda
$126M +$8.8M +43,261 +6%
American Century Companies
28
American Century Companies
Missouri
$122M +$31.3M +153,823 +27%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$117M +$1.25M +6,165 +0.9%
RJA
30
Raymond James & Associates
Florida
$104M +$6.99M +34,356 +6%
CAM
31
Congress Asset Management
Massachusetts
$99.5M +$2.21M +10,841 +2%
WJWM
32
Williams Jones Wealth Management
New York
$98.4M -$9.72M -47,750 -7%
N
33
Nuveen
North Carolina
$97.8M +$9.58M +47,090 +9%
Invesco
34
Invesco
Georgia
$94.9M -$92.6M -455,105 -44%
ESCM
35
Echo Street Capital Management
New York
$92.7M +$17.3M +85,173 +18%
CS
36
Credit Suisse
Switzerland
$91M -$5.86M -28,816 -5%
UBS AM
37
UBS AM
Illinois
$86.5M -$3.83M -18,800 -3%
Charles Schwab
38
Charles Schwab
California
$83.6M +$4.98M +24,455 +5%
Mackenzie Financial
39
Mackenzie Financial
Ontario, Canada
$81.5M +$14.1M +69,171 +16%
JP Morgan Chase
40
JP Morgan Chase
New York
$79.2M -$14.8M -72,618 -13%
NHAS
41
Novo Holdings A/S
Denmark
$77.8M
Canada Life
42
Canada Life
Manitoba, Canada
$73.7M +$284K +1,398 +0.3%
Swiss National Bank
43
Swiss National Bank
Switzerland
$72.1M -$102K -500 -0.1%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$71.7M +$5.21M +25,585 +6%
Sands Capital Management
45
Sands Capital Management
Virginia
$69.9M +$9.77M +47,993 +13%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$68M -$1.73M -8,493 -2%
Mitsubishi UFJ Asset Management
47
Mitsubishi UFJ Asset Management
Japan
$64.8M +$67.8M +333,153 +587%
Marshall Wace
48
Marshall Wace
United Kingdom
$63.2M -$104M -509,843 -57%
Federated Hermes
49
Federated Hermes
Pennsylvania
$61.3M -$8.94M -43,937 -11%
ACM
50
Atlanta Capital Management
Georgia
$61.2M -$2.75M -13,513 -4%

STE Hedge Fund Activity: Q3 2022 in Review

637 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q3 2022, worth a combined $15.9B — down 16% from $19B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of STE and 63 opened new positions — a net loss of 18 holders — while 228 trimmed existing stakes and 258 added.

The largest buyer was Janus Henderson Group, adding an estimated $475M. The largest seller was Marshall Wace, cutting an estimated $104M.

  • 637 institutional investors held Steris (STE) as of Q3 2022, down from 665 in Q2 2022.
  • Funds reported $15.9B of Steris stock for Q3 2022, down 16% quarter-over-quarter.
  • 63 funds opened new Steris positions in Q3 2022 and 81 closed out, a net change of -18 holders.
  • The largest Steris buyer in Q3 2022 was Janus Henderson Group, an estimated $475M added.
  • The largest Steris seller in Q3 2022 was Marshall Wace, an estimated $104M sold.

Based on aggregated 13F filings for Q3 2022.