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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
FAIM
476
Financial Advocates Investment Management
Washington
$359K +$5.29K +25 +2%
Arrowstreet Capital
477
Arrowstreet Capital
Massachusetts
$357K -$442K -2,089 -56%
SWM
478
Shakespeare Wealth Management
Wisconsin
$354K
HPM
479
Hoxton Planning & Management
West Virginia
$351K -$22.4K -106 -6%
GS
480
GTS Securities
New York
$349K +$336K +1,587 New
PA
481
Profund Advisors
Maryland
$348K +$14.4K +68 +4%
TIAA Trust, National Association
482
TIAA Trust, National Association
North Carolina
$342K -$1.69K -8 -0.5%
CIBC Private Wealth Group
483
CIBC Private Wealth Group
Georgia
$332K +$45.7K +216 +17%
HFAS
484
Hummer Financial Advisory Services
Illinois
$330K
AO
485
Advisor OS
Illinois
$328K +$8.46K +40 +3%
BWG
486
Berry Wealth Group
Texas
$326K +$314K +1,483 New
OFS
487
OneAscent Financial Services
Alabama
$326K -$41.9K -198 -12%
Lido Advisors
488
Lido Advisors
California
$326K +$49.9K +236 +19%
ACIM
489
Azimuth Capital Investment Management
Michigan
$325K +$25.4K +120 +9%
PWPS
490
Pinnacle Wealth Planning Services
Ohio
$322K -$634 -3 -0.2%
CL
491
Choreo LLC
Illinois
$320K +$308K +1,457 New
BFG
492
Bleakley Financial Group
New Jersey
$319K -$27.1K -128 -8%
SS
493
Simplicity Solutions
Minnesota
$319K -$27.1K -128 -8%
BHCM
494
Brevan Howard Capital Management
Jersey
$319K +$307K +1,451 New
FIM
495
Freedom Investment Management
Connecticut
$315K +$19.5K +92 +7%
NIM
496
NEOS Investment Management
Connecticut
$310K +$298K +1,408 New
JIC
497
Johnson Investment Counsel
Ohio
$307K
IGAM
498
iA Global Asset Management
Quebec, Canada
$305K -$2.75K -13 -0.9%
DC
499
Davenport & Co
Virginia
$304K
BCWM
500
Bartlett & Co Wealth Management
Ohio
$303K +$211K +1,000 +272%

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.