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706 hedge funds and large institutions have $21.5B invested in Steris in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 252 increasing their positions, 263 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,851% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $2.42M

75% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $20.3B → $21.5B (+$1.15B)

5.43% more ownership

Funds ownership: 93.68%99.11% (+5.4%)

4% more funds holding

Funds holding: 682706 (+24)

4% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 263

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
706
Holders Change
+24
Holders Change %
+3.52%
% of All Funds
10.29%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
84
Increased
252
Reduced
263
Closed
48
Calls
$47.2M
Puts
$2.42M
Net Calls
+$44.8M
Net Calls Change
+$439K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
501
Bartlett & Co
Ohio
$303K +$211K +1,000 +272%
HI
502
Horizon Investments
North Carolina
$303K -$17.3K -82 -6%
FB
503
Fulton Bank
Pennsylvania
$300K +$28.6K +135 +11%
WSC
504
Wellington Shields & Co
New York
$297K
CCA
505
Checchi Capital Advisers
California
$292K +$3.38K +16 +1%
NP
506
NorthRock Partners
Minnesota
$291K +$53.5K +253 +24%
TWC
507
TD Waterhouse Canada
Ontario, Canada
$291K -$6.34K -30 -2%
CHAM
508
Clear Harbor Asset Management
Connecticut
$290K -$63K -298 -18%
WPW
509
Waldron Private Wealth
Pennsylvania
$290K -$3.17K -15 -1%
CWS
510
Confluence Wealth Services
Pennsylvania
$288K -$28.1K -133 -9%
TA
511
Teton Advisors
New York
$286K
DAS
512
Dynamic Advisor Solutions
Arizona
$283K +$36.6K +173 +15%
PWS
513
Peterson Wealth Services
Utah
$282K +$271K +1,282 New
GGA
514
Granite Group Advisors
Connecticut
$275K +$249K +1,176 New
MP
515
McDonald Partners
Ohio
$274K -$7.19K -34 -3%
FWP
516
Firethorn Wealth Partners
Georgia
$273K
DADC
517
D.A. Davidson & Co
Montana
$272K +$23.7K +112 +10%
PTC
518
Petrus Trust Company
Texas
$272K +$261K +1,236 New
Fisher Asset Management
519
Fisher Asset Management
Washington
$269K +$48.4K +229 +23%
MFIM
520
Mesirow Financial Investment Management
Illinois
$268K +$258K +1,221 New
CWM
521
Curi Wealth Management
North Carolina
$265K -$211 -1 -0.1%
MA
522
Montag & Associates
Georgia
$264K
GFA
523
Gallagher Fiduciary Advisors
Illinois
$261K +$634 +3 +0.3%
CNBT
524
Canandaigua National Bank & Trust
New York
$259K -$1.27K -6 -0.5%
MWS
525
Maxwell Wealth Strategies
California
$259K +$249K +1,179 New

STE Hedge Fund Activity: Q4 2023 in Review

706 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2023, worth a combined $21.5B — up 5.7% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new STE positions and 48 closed out — a net gain of 36 holders — while 252 added to existing stakes and 263 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $817M. The largest seller was WCM Investment Management, cutting an estimated $119M.

  • 706 institutional investors held Steris (STE) as of Q4 2023, up from 682 in Q3 2023.
  • Funds reported $21.5B of Steris stock for Q4 2023, up 5.7% quarter-over-quarter.
  • 84 funds opened new Steris positions in Q4 2023 and 48 closed out, a net change of +36 holders.
  • The largest Steris buyer in Q4 2023 was Morgan Stanley, an estimated $817M added.
  • The largest Steris seller in Q4 2023 was WCM Investment Management, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2023.