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623 hedge funds and large institutions have $18.7B invested in Steris in 2021 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 271 increasing their positions, 168 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

78% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 49

61% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 168

21% more capital invested

Capital invested by funds: $15.5B → $18.7B (+$3.28B)

5% more funds holding

Funds holding: 591623 (+32)

3.22% less ownership

Funds ownership: 95.28%92.06% (-3.2%)

26% less call options, than puts

Call options by funds: $18.5M | Put options by funds: $24.9M

Holders
623
Holders Change
+32
Holders Change %
+5.41%
% of All Funds
10.84%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
87
Increased
271
Reduced
168
Closed
49
Calls
$18.5M
Puts
$24.9M
Net Calls
-$6.43M
Net Calls Change
-$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NR
526
Newfound Research
Massachusetts
$90K +$5.24K +26 +6%
LWP
527
Lumature Wealth Partners
Georgia
$89K -$1.01K -5 -1%
PCG
528
Private Capital Group
Connecticut
$74K
QCG
529
Quadrant Capital Group
Ohio
$74K +$1.61K +8 +2%
PCH
530
Polar Capital Holdings
United Kingdom
$71.5K +$8.37M +41,563 +14%
Carson Wealth (CWM LLC)
531
Carson Wealth (CWM LLC)
Nebraska
$67K
SQA
532
Simon Quick Advisors
New Jersey
$66K
GRP
533
Global Retirement Partners
California
$60K +$3.42K +17 +6%
FC
534
FORA Capital
Florida
$60K +$59K +293 New
SWM
535
Spire Wealth Management
Virginia
$56K -$23K -114 -30%
CI
536
CX Institutional
Indiana
$56K +$6.64K +33 +14%
FMII
537
Farmers & Merchants Investments Inc
Nebraska
$51K -$8.05K -40 -14%
LFG
538
Larson Financial Group
Missouri
$45K
BDWM
539
Brewin Dolphin Wealth Management
Ireland
$44.4K
EI
540
Ellevest Inc
New York
$41K -$2.62K -13 -6%
KPCM
541
Kings Point Capital Management
New York
$41K
FF
542
FourThought Financial
Florida
$40K
PA
543
Perennial Advisors
New York
$33K +$32.2K +160 New
CAM
544
CenterStar Asset Management
Illinois
$32K
SOW
545
State of Wyoming
Wyoming
$32K +$15.9K +79 +103%
CMBA
546
C.M. Bidwell & Associates
Hawaii
$32K +$30.8K +153 New
AA
547
AlphaMark Advisors
Kentucky
$31K
CFD
548
Creative Financial Designs
Indiana
$30K
HPC
549
HM Payson & Co
Maine
$29K
EBA
550
Eagle Bay Advisors
New York
$28K +$26K +129 New

STE Hedge Fund Activity: Q2 2021 in Review

623 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q2 2021, worth a combined $18.7B — up 21% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new STE positions and 49 closed out — a net gain of 38 holders — while 271 added to existing stakes and 168 trimmed.

The largest buyer was APG Asset Management, adding an estimated $536M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $118M sold.

  • 623 institutional investors held Steris (STE) as of Q2 2021, up from 591 in Q1 2021.
  • Funds reported $18.7B of Steris stock for Q2 2021, up 21% quarter-over-quarter.
  • 87 funds opened new Steris positions in Q2 2021 and 49 closed out, a net change of +38 holders.
  • The largest Steris buyer in Q2 2021 was APG Asset Management, an estimated $536M added.
  • The largest Steris seller in Q2 2021 was Westfield Capital Management, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2021.