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657 hedge funds and large institutions have $20.8B invested in Steris in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 233 increasing their positions, 243 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

671% more call options, than puts

Call options by funds: $36.6M | Put options by funds: $4.75M

91% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 43

16% more capital invested

Capital invested by funds: $17.8B → $20.8B (+$2.92B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more funds holding

Funds holding: 621657 (+36)

0.33% less ownership

Funds ownership: 94.28%93.95% (-0.33%)

4% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 243

Holders
657
Holders Change
+36
Holders Change %
+5.8%
% of All Funds
10.32%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
82
Increased
233
Reduced
243
Closed
43
Calls
$36.6M
Puts
$4.75M
Net Calls
+$31.9M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HH
501
Hilltop Holdings
Texas
$254K -$18.4K -92 -8%
LNC
502
Lincoln National Corp
Pennsylvania
$254K +$226K +1,130 New
WTB
503
Washington Trust Bank
Washington
$254K
Wellington Management Group
504
Wellington Management Group
Massachusetts
$250K +$222K +1,111 New
QCG
505
Quadrant Capital Group
Ohio
$249K -$4.4K -22 -2%
SP
506
Symmetry Partners
Connecticut
$248K
Lido Advisors
507
Lido Advisors
California
$248K +$220K +1,101 New
FFM
508
Forum Financial Management
Illinois
$247K +$8.8K +44 +4%
TPCW
509
TD Private Client Wealth
New York
$245K -$12K -60 -5%
HNB
510
Huntington National Bank
Ohio
$238K +$119K +596 +129%
FNBT
511
FineMark National Bank & Trust
Florida
$237K
PNC
512
Park National Corp
Ohio
$235K -$6K -30 -3%
HSA
513
HBK Sorce Advisory
Pennsylvania
$232K +$206K +1,031 New
MA
514
Mutual Advisors
Nebraska
$227K +$202K +1,009 New
CG
515
Caprock Group
Idaho
$227K +$202K +1,007 New
MAS
516
Meeder Advisory Services
Ohio
$226K +$201K +1,004 New
PCMC
517
Paragon Capital Management (Colorado)
Colorado
$225K +$200K +1,000 New
Fisher Asset Management
518
Fisher Asset Management
Washington
$223K -$29K -145 -13%
TRCT
519
Tower Research Capital (TRC)
New York
$222K -$193K -963 -49%
FB
520
Fulton Bank
Pennsylvania
$221K +$197K +984 New
PCM
521
Penserra Capital Management
California
$221K +$196K +982 +16,367%
SIC
522
Sigma Investment Counselors
Michigan
$219K +$195K +975 New
ATC
523
Argent Trust Co
Tennessee
$219K +$195K +975 New
AAS
524
Avantax Advisory Services
Texas
$219K +$195K +974 New
MNBTD
525
Moody National Bank Trust Division
Texas
$217K +$193K +966 New

STE Hedge Fund Activity: Q2 2023 in Review

657 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q2 2023, worth a combined $20.8B — up 16% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new STE positions and 43 closed out — a net gain of 39 holders — while 233 added to existing stakes and 243 trimmed.

The largest buyer was Sustainable Growth Advisers, adding an estimated $88.9M. The largest seller was Select Equity Group, cutting an estimated $83.1M.

  • 657 institutional investors held Steris (STE) as of Q2 2023, up from 621 in Q1 2023.
  • Funds reported $20.8B of Steris stock for Q2 2023, up 16% quarter-over-quarter.
  • 82 funds opened new Steris positions in Q2 2023 and 43 closed out, a net change of +39 holders.
  • The largest Steris buyer in Q2 2023 was Sustainable Growth Advisers, an estimated $88.9M added.
  • The largest Steris seller in Q2 2023 was Select Equity Group, an estimated $83.1M sold.

Based on aggregated 13F filings for Q2 2023.