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637 hedge funds and large institutions have $15.9B invested in Steris in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 258 increasing their positions, 228 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 228

3.15% more ownership

Funds ownership: 92.45%95.6% (+3.1%)

4% less funds holding

Funds holding: 665637 (-28)

16% less capital invested

Capital invested by funds: $19B → $15.9B (-$3.09B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

22% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 81

75% less call options, than puts

Call options by funds: $8.51M | Put options by funds: $34.6M

Holders
637
Holders Change
-28
Holders Change %
-4.21%
% of All Funds
10.97%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
63
Increased
258
Reduced
228
Closed
81
Calls
$8.51M
Puts
$34.6M
Net Calls
-$26M
Net Calls Change
-$37.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
501
Teton Advisors
New York
$216K -$40.7K -200 -13%
CHAM
502
Clear Harbor Asset Management
Connecticut
$216K
NICM
503
Neo Ivy Capital Management
New York
$215K +$262K +1,290 New
MP
504
McDonald Partners
Ohio
$213K
OWA
505
Opal Wealth Advisors
New York
$211K +$4.48K +22 +2%
CI
506
Cigna Investments
Connecticut
$208K +$16.5K +81 +7%
CWM
507
Curi Wealth Management
North Carolina
$207K
FWP
508
Firethorn Wealth Partners
Georgia
$207K
PWS
509
Peterson Wealth Services
Utah
$203K +$23.8K +117 +11%
HA
510
Herold Advisors
New York
$202K
Carson Wealth (CWM LLC)
511
Carson Wealth (CWM LLC)
Nebraska
$202K +$36.2K +178 +17%
MA
512
Montag & Associates
Georgia
$200K
WI
513
Wahed Invest
New York
$193K +$59.8K +294 +34%
IA
514
IFP Advisors
Florida
$190K +$14.2K +70 +5%
QCG
515
Quadrant Capital Group
Ohio
$187K +$41.7K +205 +22%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
516
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$183K +$167K +821 +295%
FHA
517
First Horizon Advisors
Tennessee
$179K -$18.3K -90 -8%
PTC
518
Private Trust Company
Ohio
$178K +$5.29K +26 +2%
Capstone Investment Advisors
519
Capstone Investment Advisors
New York
$168K +$206K +1,013 New
WFA
520
Wipfli Financial Advisors
Wisconsin
$161K +$197K +970 New
CA
521
Crewe Advisors
Utah
$140K +$13.8K +68 +9%
TWI
522
Thomas White International
Illinois
$139K
AA
523
Ancora Advisors
Ohio
$136K
BAM
524
Belpointe Asset Management
Nevada
$132K +$60K +295 +59%
CLOS
525
Compagnie Lombard Odier SCmA
Switzerland
$125K

STE Hedge Fund Activity: Q3 2022 in Review

637 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q3 2022, worth a combined $15.9B — down 16% from $19B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of STE and 63 opened new positions — a net loss of 18 holders — while 228 trimmed existing stakes and 258 added.

The largest buyer was Janus Henderson Group, adding an estimated $475M. The largest seller was Marshall Wace, cutting an estimated $104M.

  • 637 institutional investors held Steris (STE) as of Q3 2022, down from 665 in Q2 2022.
  • Funds reported $15.9B of Steris stock for Q3 2022, down 16% quarter-over-quarter.
  • 63 funds opened new Steris positions in Q3 2022 and 81 closed out, a net change of -18 holders.
  • The largest Steris buyer in Q3 2022 was Janus Henderson Group, an estimated $475M added.
  • The largest Steris seller in Q3 2022 was Marshall Wace, an estimated $104M sold.

Based on aggregated 13F filings for Q3 2022.