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645 hedge funds and large institutions have $22.2B invested in Steris in 2022 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 212 increasing their positions, 252 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.52% more ownership

Funds ownership: 91.28%92.79% (+1.5%)

5% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 64

1% more capital invested

Capital invested by funds: $22B → $22.2B (+$286M)

1% less funds holding

Funds holding: 650645 (-5)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

16% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 252

17% less call options, than puts

Call options by funds: $21.8M | Put options by funds: $26.4M

Holders
645
Holders Change
-5
Holders Change %
-0.77%
% of All Funds
10.17%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
67
Increased
212
Reduced
252
Closed
64
Calls
$21.8M
Puts
$26.4M
Net Calls
-$4.61M
Net Calls Change
-$537K
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
501
Checchi Capital Advisers
California
$236K +$4.4K +19 +2%
TWM
502
Tradition Wealth Management
Minnesota
$235K
IC
503
Intersect Capital
California
$235K +$9.04K +39 +4%
WPW
504
Waldron Private Wealth
Pennsylvania
$235K +$226K +976 New
IWC
505
Integrated Wealth Concepts
Massachusetts
$232K +$4.17K +18 +2%
AAS
506
Avantax Advisory Services
Texas
$231K -$7.42K -32 -3%
TAM
507
Trust Asset Management
Texas
$231K +$11.4K +49 +5%
GP
508
Geneva Partners
Wisconsin
$230K -$1.9M -8,215 -90%
HA
509
Herold Advisors
New York
$227K +$218K +940 New
RP
510
Rice Partnership
Hawaii
$226K
ARC
511
Advisor Resource Council
Texas
$224K -$5.1K -22 -2%
QCG
512
Quadrant Capital Group
Ohio
$221K +$4.4K +19 +2%
NP
513
NorthRock Partners
Minnesota
$220K +$211K +909 New
ATC
514
Argent Trust Co
Tennessee
$218K -$23.2K -100 -10%
CH
515
Canton Hathaway
Rhode Island
$207K
KWM
516
Kolinsky Wealth Management
New Jersey
$206K +$2.55K +11 +1%
FMAEN1
517
Fund Management at Engine No 1
California
$205K +$196K +847 New
SC
518
SouthState Corp
Florida
$204K +$195K +843 New
SWM
519
SeaCrest Wealth Management
New York
$202K -$1.16K -5 -0.6%
TWI
520
Thomas White International
Illinois
$202K
EWM
521
Empirical Wealth Management
Washington
$201K +$193K +832 New
HNB
522
Huntington National Bank
Ohio
$200K
BG
523
Bollard Group
Massachusetts
$197K
SIM
524
Sentry Investment Management
Wisconsin
$195K -$31.3K -135 -14%
AA
525
Ancora Advisors
Ohio
$195K

STE Hedge Fund Activity: Q1 2022 in Review

645 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q1 2022, worth a combined $22.2B — up 1.3% from $22B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new STE positions and 64 closed out — a net gain of 3 holders — while 212 added to existing stakes and 252 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $399M. The largest seller was Marshall Wace, cutting an estimated $124M.

  • 645 institutional investors held Steris (STE) as of Q1 2022, down from 650 in Q4 2021.
  • Funds reported $22.2B of Steris stock for Q1 2022, up 1.3% quarter-over-quarter.
  • 67 funds opened new Steris positions in Q1 2022 and 64 closed out, a net change of +3 holders.
  • The largest Steris buyer in Q1 2022 was T. Rowe Price Associates, an estimated $399M added.
  • The largest Steris seller in Q1 2022 was Marshall Wace, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2022.