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648 hedge funds and large institutions have $17B invested in Steris in 2022 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 195 increasing their positions, 281 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

639% more call options, than puts

Call options by funds: $23.6M | Put options by funds: $3.19M

32% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 69

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

7% more capital invested

Capital invested by funds: $15.9B → $17B (+$1.12B)

2% more funds holding

Funds holding: 637648 (+11)

2.76% less ownership

Funds ownership: 95.6%92.84% (-2.8%)

31% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 281

Holders
648
Holders Change
+11
Holders Change %
+1.73%
% of All Funds
10.42%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
91
Increased
195
Reduced
281
Closed
69
Calls
$23.6M
Puts
$3.19M
Net Calls
+$20.4M
Net Calls Change
+$46.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AO
476
Advisor OS
Illinois
$246K +$234K +1,332 New
TRCT
477
Tower Research Capital (TRC)
New York
$246K -$1.45M -8,255 -86%
CC
478
Courier Capital
New York
$245K
VIA
479
Vident Investment Advisory
Georgia
$245K +$234K +1,328 New
HDIM
480
Hanson & Doremus Investment Management
Vermont
$245K -$30.2K -172 -11%
CCM
481
Conway Capital Management
California
$245K -$108K -613 -32%
PWLP
482
Prio Wealth Limited Partnership
Massachusetts
$245K
CWS
483
Confluence Wealth Services
Pennsylvania
$242K -$7.56K -43 -3%
CHAM
484
Clear Harbor Asset Management
Connecticut
$240K
TA
485
Teton Advisors
New York
$240K
PA
486
Parallel Advisors
California
$240K +$352 +2 +0.2%
WI
487
Wahed Invest
New York
$238K +$22.7K +129 +11%
MP
488
McDonald Partners
Ohio
$237K
TPCW
489
TD Private Client Wealth
New York
$231K -$23.4K -133 -10%
CI
490
Cigna Investments
Connecticut
$231K
FWP
491
Firethorn Wealth Partners
Georgia
$230K
CWM
492
Curi Wealth Management
North Carolina
$229K
DADC
493
D.A. Davidson & Co
Montana
$229K -$107K -610 -33%
PWS
494
Peterson Wealth Services
Utah
$228K +$2.64K +15 +1%
MG
495
Meritage Group
California
$227K +$216K +1,228 New
HA
496
Herold Advisors
New York
$225K
OWA
497
Opal Wealth Advisors
New York
$224K -$9.49K -54 -4%
MA
498
Montag & Associates
Georgia
$222K
RFC
499
Regions Financial Corp
Alabama
$221K -$139K -790 -40%
F
500
F3Logic
Minnesota
$216K +$206K +1,172 New

STE Hedge Fund Activity: Q4 2022 in Review

648 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2022, worth a combined $17B — up 7.1% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new STE positions and 69 closed out — a net gain of 22 holders — while 195 added to existing stakes and 281 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $274M. The largest seller was Janus Henderson Group, cutting an estimated $419M.

  • 648 institutional investors held Steris (STE) as of Q4 2022, up from 637 in Q3 2022.
  • Funds reported $17B of Steris stock for Q4 2022, up 7.1% quarter-over-quarter.
  • 91 funds opened new Steris positions in Q4 2022 and 69 closed out, a net change of +22 holders.
  • The largest Steris buyer in Q4 2022 was Morgan Stanley, an estimated $274M added.
  • The largest Steris seller in Q4 2022 was Janus Henderson Group, an estimated $419M sold.

Based on aggregated 13F filings for Q4 2022.