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706 hedge funds and large institutions have $21.5B invested in Steris in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 252 increasing their positions, 263 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,851% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $2.42M

75% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $20.3B → $21.5B (+$1.15B)

5.43% more ownership

Funds ownership: 93.68%99.11% (+5.4%)

4% more funds holding

Funds holding: 682706 (+24)

4% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 263

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
706
Holders Change
+24
Holders Change %
+3.52%
% of All Funds
10.29%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
84
Increased
252
Reduced
263
Closed
48
Calls
$47.2M
Puts
$2.42M
Net Calls
+$44.8M
Net Calls Change
+$439K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$180M +$21.5M +101,609 +14%
RJA
27
Raymond James & Associates
Florida
$160M +$1.3M +6,150 +0.9%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$158M -$4.18M -19,749 -3%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$158M -$25.7M -121,558 -15%
Fidelity International
30
Fidelity International
Bermuda
$153M -$22.1M -104,572 -13%
Marshall Wace
31
Marshall Wace
United Kingdom
$149M -$10.4M -49,006 -7%
Royal London Asset Management
32
Royal London Asset Management
United Kingdom
$144M +$4.98M +23,526 +4%
Legal & General Group
33
Legal & General Group
United Kingdom
$141M -$10.1M -47,856 -7%
FPP
34
Findlay Park Partners
United Kingdom
$133M +$24.1M +113,936 +23%
Goldman Sachs
35
Goldman Sachs
New York
$133M +$53.3M +252,200 +72%
WJWM
36
Williams Jones Wealth Management
New York
$132M +$4.47M +21,148 +4%
CAM
37
Congress Asset Management
Massachusetts
$127M -$3.16M -14,932 -3%
Amundi
38
Amundi
France
$126M +$23.9M +112,880 +25%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$119M -$9.87M -46,677 -8%
Charles Schwab
40
Charles Schwab
California
$115M +$2.2M +10,404 +2%
UBS AM
41
UBS AM
Illinois
$113M +$3.01M +14,223 +3%
CS
42
Credit Suisse
Switzerland
$103M -$1.61M -7,632 -2%
Canada Life
43
Canada Life
Manitoba, Canada
$102M -$2.46M -11,635 -2%
Select Equity Group
44
Select Equity Group
New York
$97.9M -$61.1M -288,999 -39%
Sands Capital Management
45
Sands Capital Management
Virginia
$88.4M +$4.54M +21,447 +6%
N
46
Nuveen
North Carolina
$85.7M -$6.08M -28,743 -7%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$71.4M -$2.36M -11,158 -3%
Federated Hermes
48
Federated Hermes
Pennsylvania
$69.7M +$177K +836 +0.3%
Swiss National Bank
49
Swiss National Bank
Switzerland
$67.9M -$1.78M -8,400 -3%
LWCA
50
Locust Wood Capital Advisers
New York
$67.7M +$12.1M +57,429 +23%

STE Hedge Fund Activity: Q4 2023 in Review

706 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2023, worth a combined $21.5B — up 5.7% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new STE positions and 48 closed out — a net gain of 36 holders — while 252 added to existing stakes and 263 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $817M. The largest seller was WCM Investment Management, cutting an estimated $119M.

  • 706 institutional investors held Steris (STE) as of Q4 2023, up from 682 in Q3 2023.
  • Funds reported $21.5B of Steris stock for Q4 2023, up 5.7% quarter-over-quarter.
  • 84 funds opened new Steris positions in Q4 2023 and 48 closed out, a net change of +36 holders.
  • The largest Steris buyer in Q4 2023 was Morgan Stanley, an estimated $817M added.
  • The largest Steris seller in Q4 2023 was WCM Investment Management, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2023.