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628 hedge funds and large institutions have $18.3B invested in Steris in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 214 increasing their positions, 240 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 45

1% more funds holding

Funds holding: 623628 (+5)

3% less capital invested

Capital invested by funds: $18.7B → $18.3B (-$470M)

1.51% less ownership

Funds ownership: 92.06%90.55% (-1.5%)

11% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 240

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

44% less call options, than puts

Call options by funds: $12.3M | Put options by funds: $21.8M

Holders
628
Holders Change
+5
Holders Change %
+0.8%
% of All Funds
10.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
59
Increased
214
Reduced
240
Closed
45
Calls
$12.3M
Puts
$21.8M
Net Calls
-$9.49M
Net Calls Change
-$3.07M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
526
Marquette Asset Management
Minnesota
$129K
HNB
527
Huntington National Bank
Ohio
$128K
FDCDDQ
528
Federation des caisses Desjardins du Quebec
Quebec, Canada
$114K -$1.57M -7,358 -93%
NR
529
Newfound Research
Massachusetts
$111K +$23.1K +108 +25%
BC
530
Bartlett & Co
Ohio
$104K +$1.5K +7 +1%
BCWM
531
Bartlett & Co Wealth Management
Ohio
$104K +$1.5K +7 +1%
SPWG
532
Sage Private Wealth Group
Illinois
$99K
CCM
533
Cribstone Capital Management
Maine
$97K +$101K +474 New
LWP
534
Lumature Wealth Partners
Georgia
$94K +$6.21K +29 +7%
AAP
535
Arax Advisory Partners
Colorado
$92K +$214 +1 +0.2%
PCH
536
Polar Capital Holdings
United Kingdom
$91K +$21.1M +98,797 +28%
Capstone Investment Advisors
537
Capstone Investment Advisors
New York
$83K +$87.3K +408 New
Canada Pension Plan Investment Board
538
Canada Pension Plan Investment Board
Ontario, Canada
$82K -$49.4K -231 -37%
QCG
539
Quadrant Capital Group
Ohio
$78K +$5.35K +25 +7%
HI
540
Harbour Investments
Wisconsin
$76K -$17.1K -80 -18%
GRP
541
Global Retirement Partners
California
$73K +$13.9K +65 +22%
Parallax Volatility Advisers
542
Parallax Volatility Advisers
California
$66K +$68.9K +322 New
EI
543
Ellevest Inc
New York
$63K +$23.5K +110 +56%
Optiver Holding
544
Optiver Holding
Netherlands
$58K +$61.2K +286 New
SWM
545
Spire Wealth Management
Virginia
$56K +$642 +3 +1%
SQA
546
Simon Quick Advisors
New Jersey
$55K -$10.3K -48 -15%
CI
547
CX Institutional
Indiana
$53K -$2.35K -11 -4%
FMII
548
Farmers & Merchants Investments Inc
Nebraska
$51K +$428 +2 +0.8%
AF
549
Advisornet Financial
Minnesota
$47K -$916K -4,281 -95%
LFG
550
Larson Financial Group
Missouri
$45K

STE Hedge Fund Activity: Q3 2021 in Review

628 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q3 2021, worth a combined $18.3B — down 2.5% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new STE positions and 45 closed out — a net gain of 14 holders — while 214 added to existing stakes and 240 trimmed.

The largest buyer was Vanguard Group, adding an estimated $124M. The largest seller was Frontier Capital Management, exiting entirely with an estimated $63.9M sold.

  • 628 institutional investors held Steris (STE) as of Q3 2021, up from 623 in Q2 2021.
  • Funds reported $18.3B of Steris stock for Q3 2021, down 2.5% quarter-over-quarter.
  • 59 funds opened new Steris positions in Q3 2021 and 45 closed out, a net change of +14 holders.
  • The largest Steris buyer in Q3 2021 was Vanguard Group, an estimated $124M added.
  • The largest Steris seller in Q3 2021 was Frontier Capital Management, an estimated $63.9M sold.

Based on aggregated 13F filings for Q3 2021.