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623 hedge funds and large institutions have $18.7B invested in Steris in 2021 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 271 increasing their positions, 168 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

78% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 49

61% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 168

21% more capital invested

Capital invested by funds: $15.5B → $18.7B (+$3.28B)

5% more funds holding

Funds holding: 591623 (+32)

3.22% less ownership

Funds ownership: 95.28%92.06% (-3.2%)

26% less call options, than puts

Call options by funds: $18.5M | Put options by funds: $24.9M

Holders
623
Holders Change
+32
Holders Change %
+5.41%
% of All Funds
10.84%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
87
Increased
271
Reduced
168
Closed
49
Calls
$18.5M
Puts
$24.9M
Net Calls
-$6.43M
Net Calls Change
-$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SEM
501
Suncoast Equity Management
Florida
$202K +$197K +980 New
TWM
502
Tradition Wealth Management
Minnesota
$201K +$196K +973 New
SIC
503
Sigma Investment Counselors
Michigan
$201K +$196K +975 New
ASN
504
Advisory Services Network
Georgia
$190K +$187K +927 New
SIM
505
Sentry Investment Management
Wisconsin
$186K
CF
506
Centaurus Financial
California
$186K +$30.6K +152 +20%
TWI
507
Thomas White International
Illinois
$172K
BG
508
Bollard Group
Massachusetts
$168K
AA
509
Ancora Advisors
Ohio
$167K +$5.44K +27 +3%
CH
510
Canton Hathaway
Rhode Island
$165K +$161K +800 New
CLOS
511
Compagnie Lombard Odier SCmA
Switzerland
$155K
CTC
512
Central Trust Company
Missouri
$153K -$14.7K -73 -9%
ST
513
Smithfield Trust
Pennsylvania
$144K
Canada Pension Plan Investment Board
514
Canada Pension Plan Investment Board
Ontario, Canada
$130K -$6.24K -31 -5%
MAM
515
Marquette Asset Management
Minnesota
$130K
HNB
516
Huntington National Bank
Ohio
$129K -$4.03K -20 -3%
RDWM
517
Red Door Wealth Management
Tennessee
$119K +$117K +580 New
CI Investments Inc
518
CI Investments Inc
Ontario, Canada
$115K +$14.3K +71 +15%
FHA
519
First Horizon Advisors
Tennessee
$104K -$5.03K -25 -5%
BCWM
520
Bartlett & Co Wealth Management
Ohio
$103K -$80.5K -400 -44%
BC
521
Bartlett & Co
Ohio
$103K -$80.5K -400 -44%
SPWG
522
Sage Private Wealth Group
Illinois
$100K -$7.65K -38 -7%
HI
523
Harbour Investments
Wisconsin
$93K +$9.87K +49 +12%
AAP
524
Arax Advisory Partners
Colorado
$93K +$90.6K +450 New
FHC
525
First Horizon Corporation
Tennessee
$92K

STE Hedge Fund Activity: Q2 2021 in Review

623 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q2 2021, worth a combined $18.7B — up 21% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new STE positions and 49 closed out — a net gain of 38 holders — while 271 added to existing stakes and 168 trimmed.

The largest buyer was APG Asset Management, adding an estimated $536M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $118M sold.

  • 623 institutional investors held Steris (STE) as of Q2 2021, up from 591 in Q1 2021.
  • Funds reported $18.7B of Steris stock for Q2 2021, up 21% quarter-over-quarter.
  • 87 funds opened new Steris positions in Q2 2021 and 49 closed out, a net change of +38 holders.
  • The largest Steris buyer in Q2 2021 was APG Asset Management, an estimated $536M added.
  • The largest Steris seller in Q2 2021 was Westfield Capital Management, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2021.