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621 hedge funds and large institutions have $17.8B invested in Steris in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 239 increasing their positions, 231 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,124% more call options, than puts

Call options by funds: $19M | Put options by funds: $1.55M

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

5% more capital invested

Capital invested by funds: $17B → $17.8B (+$859M)

1.45% more ownership

Funds ownership: 92.84%94.28% (+1.4%)

3% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 231

4% less funds holding

Funds holding: 648621 (-27)

14% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 76

Holders
621
Holders Change
-27
Holders Change %
-4.17%
% of All Funds
9.9%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
65
Increased
239
Reduced
231
Closed
76
Calls
$19M
Puts
$1.55M
Net Calls
+$17.4M
Net Calls Change
-$3M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$148M -$11.3M -58,403 -7%
Legal & General Group
27
Legal & General Group
United Kingdom
$144M +$1.44M +7,456 +1%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$138M +$994K +5,142 +0.7%
Invesco
29
Invesco
Georgia
$123M +$7.68M +39,753 +7%
RJA
30
Raymond James & Associates
Florida
$122M +$7.5M +38,783 +6%
Royal London Asset Management
31
Royal London Asset Management
United Kingdom
$114M +$12.4M +64,313 +12%
CAM
32
Congress Asset Management
Massachusetts
$113M +$196K +1,016 +0.2%
WJWM
33
Williams Jones Wealth Management
New York
$110M +$430K +2,225 +0.4%
Marshall Wace
34
Marshall Wace
United Kingdom
$106M +$87.1M +450,396 +429%
CS
35
Credit Suisse
Switzerland
$104M +$1.32M +6,843 +1%
FPP
36
Findlay Park Partners
United Kingdom
$101M +$102M +526,747 New
UBS AM
37
UBS AM
Illinois
$96.7M -$1.72M -8,916 -2%
Charles Schwab
38
Charles Schwab
California
$96.7M -$2.95M -15,285 -3%
JP Morgan Chase
39
JP Morgan Chase
New York
$95.1M +$10.4M +53,618 +12%
Mackenzie Financial
40
Mackenzie Financial
Ontario, Canada
$91.1M +$92M +476,192 New
N
41
Nuveen
North Carolina
$89.6M +$19.1M +99,080 +27%
Sands Capital Management
42
Sands Capital Management
Virginia
$82.8M +$1.23M +6,380 +1%
Canada Life
43
Canada Life
Manitoba, Canada
$81.1M -$3.61M -18,697 -4%
Swiss National Bank
44
Swiss National Bank
Switzerland
$75.8M -$1.99M -10,300 -3%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$71.9M +$487K +2,522 +0.7%
Amundi
46
Amundi
France
$65.7M -$303K -1,569 -0.5%
Federated Hermes
47
Federated Hermes
Pennsylvania
$62.3M -$1.8M -9,326 -3%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$62.1M +$4.71M +24,367 +8%
Ameriprise
49
Ameriprise
Minnesota
$55.9M -$7.96M -41,208 -12%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$53.6M -$20.6M -106,589 -28%

STE Hedge Fund Activity: Q1 2023 in Review

621 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q1 2023, worth a combined $17.8B — up 5.1% from $17B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of STE and 65 opened new positions — a net loss of 11 holders — while 231 trimmed existing stakes and 239 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $197M. The largest seller was American Century Companies, cutting an estimated $184M.

  • 621 institutional investors held Steris (STE) as of Q1 2023, down from 648 in Q4 2022.
  • Funds reported $17.8B of Steris stock for Q1 2023, up 5.1% quarter-over-quarter.
  • 65 funds opened new Steris positions in Q1 2023 and 76 closed out, a net change of -11 holders.
  • The largest Steris buyer in Q1 2023 was Massachusetts Financial Services, an estimated $197M added.
  • The largest Steris seller in Q1 2023 was American Century Companies, an estimated $184M sold.

Based on aggregated 13F filings for Q1 2023.