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657 hedge funds and large institutions have $20.8B invested in Steris in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 233 increasing their positions, 243 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

671% more call options, than puts

Call options by funds: $36.6M | Put options by funds: $4.75M

91% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 43

16% more capital invested

Capital invested by funds: $17.8B → $20.8B (+$2.92B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more funds holding

Funds holding: 621657 (+36)

0.33% less ownership

Funds ownership: 94.28%93.95% (-0.33%)

4% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 243

Holders
657
Holders Change
+36
Holders Change %
+5.8%
% of All Funds
10.32%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
82
Increased
233
Reduced
243
Closed
43
Calls
$36.6M
Puts
$4.75M
Net Calls
+$31.9M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
26
Fidelity International
Bermuda
$179M -$31.3M -156,298 -16%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$163M +$753K +3,764 +0.5%
Legal & General Group
28
Legal & General Group
United Kingdom
$161M -$6.97M -34,853 -5%
Marshall Wace
29
Marshall Wace
United Kingdom
$156M +$27.2M +135,930 +24%
RJA
30
Raymond James & Associates
Florida
$152M +$7.81M +39,023 +6%
Invesco
31
Invesco
Georgia
$143M -$1.36M -6,786 -1%
Royal London Asset Management
32
Royal London Asset Management
United Kingdom
$141M +$5.77M +28,820 +5%
CAM
33
Congress Asset Management
Massachusetts
$132M -$833K -4,161 -0.7%
WJWM
34
Williams Jones Wealth Management
New York
$129M +$375K +1,875 +0.3%
CS
35
Credit Suisse
Switzerland
$115M -$7.26M -36,264 -7%
Charles Schwab
36
Charles Schwab
California
$114M +$461K +2,304 +0.5%
JP Morgan Chase
37
JP Morgan Chase
New York
$113M +$1.46M +7,273 +1%
FPP
38
Findlay Park Partners
United Kingdom
$112M -$6.22M -31,103 -6%
N
39
Nuveen
North Carolina
$105M -$636K -3,177 -0.7%
UBS AM
40
UBS AM
Illinois
$96.7M
Sands Capital Management
41
Sands Capital Management
Virginia
$95.5M -$1.75M -8,733 -2%
Canada Life
42
Canada Life
Manitoba, Canada
$94.4M -$1.29M -6,462 -2%
Amundi
43
Amundi
France
$86.2M +$10.4M +51,911 +15%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$83.3M -$1.11M -5,556 -1%
Swiss National Bank
45
Swiss National Bank
Switzerland
$80.7M -$7.5M -37,500 -9%
Federated Hermes
46
Federated Hermes
Pennsylvania
$73.4M +$132K +658 +0.2%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$69.6M -$3.05M -15,228 -5%
LWCA
48
Locust Wood Capital Advisers
New York
$68.5M +$11M +54,850 +22%
Deutsche Bank
49
Deutsche Bank
Germany
$64.6M +$1.59M +7,964 +3%
Mackenzie Financial
50
Mackenzie Financial
Ontario, Canada
$61.9M -$38.7M -193,575 -41%

STE Hedge Fund Activity: Q2 2023 in Review

657 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q2 2023, worth a combined $20.8B — up 16% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new STE positions and 43 closed out — a net gain of 39 holders — while 233 added to existing stakes and 243 trimmed.

The largest buyer was Sustainable Growth Advisers, adding an estimated $88.9M. The largest seller was Select Equity Group, cutting an estimated $83.1M.

  • 657 institutional investors held Steris (STE) as of Q2 2023, up from 621 in Q1 2023.
  • Funds reported $20.8B of Steris stock for Q2 2023, up 16% quarter-over-quarter.
  • 82 funds opened new Steris positions in Q2 2023 and 43 closed out, a net change of +39 holders.
  • The largest Steris buyer in Q2 2023 was Sustainable Growth Advisers, an estimated $88.9M added.
  • The largest Steris seller in Q2 2023 was Select Equity Group, an estimated $83.1M sold.

Based on aggregated 13F filings for Q2 2023.