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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
HDIM
476
Hanson & Doremus Investment Management
Vermont
$299K -$18.8K -94 -7%
TA
477
Teton Advisors
New York
$292K
FMAEN1
478
Fund Management at Engine No 1
California
$291K +$18K +90 +7%
MP
479
McDonald Partners
Ohio
$288K
PAG
480
Private Advisor Group
New Jersey
$284K +$252K +1,261 New
PWS
481
Peterson Wealth Services
Utah
$280K +$3.4K +17 +1%
CWM
482
Curi Wealth Management
North Carolina
$280K
FWP
483
Firethorn Wealth Partners
Georgia
$280K
ICG
484
InterOcean Capital Group
Tennessee
$279K -$5.6K -28 -2%
SC
485
Sonen Capital
California
$278K +$247K +1,234 New
CI
486
Cigna Investments
Connecticut
$275K
DADC
487
D.A. Davidson & Co
Montana
$273K
PA
488
Parallel Advisors
California
$273K -$7.2K -36 -3%
AAM
489
Advisors Asset Management
Colorado
$270K +$241K +1,202 New
MA
490
Montag & Associates
Georgia
$270K
SQA
491
Simon Quick Advisors
New Jersey
$268K -$77.6K -388 -25%
Financial Engines Advisors
492
Financial Engines Advisors
California
$265K
PTC
493
Private Trust Company
Ohio
$265K +$23.6K +118 +11%
9WM
494
9258 Wealth Management
Ohio
$265K +$236K +1,179 New
GFA
495
Gallagher Fiduciary Advisors
Illinois
$265K +$400 +2 +0.2%
OWA
496
Opal Wealth Advisors
New York
$265K -$8.8K -44 -4%
FC
497
Forte Capital
New York
$261K
TAM
498
Trust Asset Management
Texas
$259K
RFC
499
Regions Financial Corp
Alabama
$258K -$12.6K -63 -5%
CNBT
500
Canandaigua National Bank & Trust
New York
$255K -$15.4K -77 -6%

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.