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650 hedge funds and large institutions have $22B invested in Steris in 2021 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 239 increasing their positions, 208 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

49% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 67

20% more capital invested

Capital invested by funds: $18.3B → $22B (+$3.7B)

15% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 208

4% more funds holding

Funds holding: 628650 (+22)

0.73% more ownership

Funds ownership: 90.55%91.28% (+0.73%)

21% less call options, than puts

Call options by funds: $15.5M | Put options by funds: $19.6M

Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
10%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.12%
New
100
Increased
239
Reduced
208
Closed
67
Calls
$15.5M
Puts
$19.6M
Net Calls
-$4.07M
Net Calls Change
+$5.42M
Name Holding Trade Value Shares
Change
Change in
Stake
SG
526
StoneX Group
New York
$202K +$190K +830 New
HNB
527
Huntington National Bank
Ohio
$202K +$46.2K +202 +32%
BG
528
Bollard Group
Massachusetts
$198K
AA
529
Ancora Advisors
Ohio
$197K
CTC
530
Central Trust Company
Missouri
$184K +$5.94K +26 +4%
CLOS
531
Compagnie Lombard Odier SCmA
Switzerland
$183K
ST
532
Smithfield Trust
Pennsylvania
$171K
CF
533
Centaurus Financial
California
$159K
NR
534
Newfound Research
Massachusetts
$158K +$24.4K +107 +20%
MAM
535
Marquette Asset Management
Minnesota
$154K
ACM
536
Aquatic Capital Management
Illinois
$146K +$137K +600 New
UB
537
UMB Bank
Missouri
$125K +$117K +514 New
BAM
538
Belpointe Asset Management
Nevada
$119K +$111K +486 New
SPWG
539
Sage Private Wealth Group
Illinois
$118K
KFI
540
Key Financial Inc
Pennsylvania
$118K +$111K +485 New
AF
541
Allworth Financial
California
$116K +$101K +443 +1,384%
LWP
542
Lumature Wealth Partners
Georgia
$113K +$1.14K +5 +1%
AP
543
Arlington Partners
Alabama
$108K +$101K +443 New
AAP
544
Arax Advisory Partners
Colorado
$102K -$7.08K -31 -7%
PCH
545
Polar Capital Holdings
United Kingdom
$101K -$7.31M -32,007 -7%
AWA
546
Aquire Wealth Advisors
Utah
$93K +$87K +381 New
AF
547
Advisornet Financial
Minnesota
$75K +$18K +79 +34%
HI
548
Harbour Investments
Wisconsin
$72K -$17.4K -76 -20%
QC
549
Quent Capital
New York
$72K +$67.9K +297 New
DWP
550
Destiny Wealth Partners
Florida
$64K +$60.1K +263 New

STE Hedge Fund Activity: Q4 2021 in Review

650 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2021, worth a combined $22B — up 20% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new STE positions and 67 closed out — a net gain of 33 holders — while 239 added to existing stakes and 208 trimmed.

The largest buyer was Marshall Wace, adding an estimated $256M. The largest seller was Generation Investment Management, cutting an estimated $146M.

  • 650 institutional investors held Steris (STE) as of Q4 2021, up from 628 in Q3 2021.
  • Funds reported $22B of Steris stock for Q4 2021, up 20% quarter-over-quarter.
  • 100 funds opened new Steris positions in Q4 2021 and 67 closed out, a net change of +33 holders.
  • The largest Steris buyer in Q4 2021 was Marshall Wace, an estimated $256M added.
  • The largest Steris seller in Q4 2021 was Generation Investment Management, an estimated $146M sold.

Based on aggregated 13F filings for Q4 2021.