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650 hedge funds and large institutions have $22B invested in Steris in 2021 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 239 increasing their positions, 208 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

49% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 67

20% more capital invested

Capital invested by funds: $18.3B → $22B (+$3.7B)

15% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 208

4% more funds holding

Funds holding: 628650 (+22)

0.73% more ownership

Funds ownership: 90.55%91.28% (+0.73%)

21% less call options, than puts

Call options by funds: $15.5M | Put options by funds: $19.6M

Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
10%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.12%
New
100
Increased
239
Reduced
208
Closed
67
Calls
$15.5M
Puts
$19.6M
Net Calls
-$4.07M
Net Calls Change
+$5.42M
Name Holding Trade Value Shares
Change
Change in
Stake
ARC
501
Advisor Resource Council
Texas
$230K +$217K +948 New
SIM
502
Sentry Investment Management
Wisconsin
$229K +$34.5K +151 +19%
IWC
503
Integrated Wealth Concepts
Massachusetts
$229K +$215K +940 New
CI Investments Inc
504
CI Investments Inc
Ontario, Canada
$228K -$13.5K -59 -6%
RP
505
Rice Partnership
Hawaii
$228K +$214K +935 New
IC
506
Intersect Capital
California
$227K +$213K +932 New
SEM
507
Suncoast Equity Management
Florida
$226K -$57.1K -250 -21%
PF
508
Phoenix Financial
Israel
$223K -$44.6K -195 -18%
TAM
509
Trust Asset Management
Texas
$221K +$207K +907 New
ASN
510
Advisory Services Network
Georgia
$220K +$206K +902 New
QCG
511
Quadrant Capital Group
Ohio
$219K +$118K +516 +135%
TIA
512
Tiemann Investment Advisors
California
$216K -$24K -105 -11%
GLA
513
Great Lakes Advisors
Illinois
$215K -$1.25M -5,451 -86%
IC
514
IEQ Capital
California
$214K +$201K +881 New
RCAG
515
Rehmann Capital Advisory Group
Michigan
$214K +$201K +878 New
MGP
516
Metis Global Partners
California
$213K +$199K +872 New
BRWM
517
B. Riley Wealth Management
Tennessee
$211K +$198K +866 New
IWN
518
Independent Wealth Network
Iowa
$210K +$197K +861 New
TC
519
Titleist Capital
Texas
$210K +$197K +861 New
CH
520
Canton Hathaway
Rhode Island
$209K
CAG
521
Csenge Advisory Group
Florida
$209K +$228K +999 New
KWM
522
Kolinsky Wealth Management
New Jersey
$205K +$192K +842 New
SWM
523
SeaCrest Wealth Management
New York
$205K +$192K +842 New
Carson Wealth (CWM LLC)
524
Carson Wealth (CWM LLC)
Nebraska
$204K +$191K +837 New
TWI
525
Thomas White International
Illinois
$203K

STE Hedge Fund Activity: Q4 2021 in Review

650 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2021, worth a combined $22B — up 20% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new STE positions and 67 closed out — a net gain of 33 holders — while 239 added to existing stakes and 208 trimmed.

The largest buyer was Marshall Wace, adding an estimated $256M. The largest seller was Generation Investment Management, cutting an estimated $146M.

  • 650 institutional investors held Steris (STE) as of Q4 2021, up from 628 in Q3 2021.
  • Funds reported $22B of Steris stock for Q4 2021, up 20% quarter-over-quarter.
  • 100 funds opened new Steris positions in Q4 2021 and 67 closed out, a net change of +33 holders.
  • The largest Steris buyer in Q4 2021 was Marshall Wace, an estimated $256M added.
  • The largest Steris seller in Q4 2021 was Generation Investment Management, an estimated $146M sold.

Based on aggregated 13F filings for Q4 2021.