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637 hedge funds and large institutions have $15.9B invested in Steris in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 258 increasing their positions, 228 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 228

3.15% more ownership

Funds ownership: 92.45%95.6% (+3.1%)

4% less funds holding

Funds holding: 665637 (-28)

16% less capital invested

Capital invested by funds: $19B → $15.9B (-$3.09B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

22% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 81

75% less call options, than puts

Call options by funds: $8.51M | Put options by funds: $34.6M

Holders
637
Holders Change
-28
Holders Change %
-4.21%
% of All Funds
10.97%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
63
Increased
258
Reduced
228
Closed
81
Calls
$8.51M
Puts
$34.6M
Net Calls
-$26M
Net Calls Change
-$37.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
526
Centaurus Financial
California
$118K +$11.2K +55 +8%
SC
527
SouthState Corp
Florida
$116K -$26.5K -130 -16%
SPWG
528
Sage Private Wealth Group
Illinois
$115K
BCWM
529
Bartlett & Co Wealth Management
Ohio
$115K -$43.3K -213 -37%
CFFP
530
Center for Financial Planning
Michigan
$112K
SIM
531
Sentry Investment Management
Wisconsin
$112K
GRP
532
Global Retirement Partners
California
$102K -$8.75K -43 -7%
HNB
533
Huntington National Bank
Ohio
$84K +$7.12K +35 +7%
KFI
534
Key Financial Inc
Pennsylvania
$81K
AF
535
Allworth Financial
California
$77K -$13.4K -66 -12%
AP
536
Arlington Partners
Alabama
$74K
NR
537
Newfound Research
Massachusetts
$72K -$5.29K -26 -6%
AAP
538
Arax Advisory Partners
Colorado
$71K +$2.44K +12 +3%
HI
539
Harbour Investments
Wisconsin
$61K
BC
540
Bartlett & Co
Ohio
$60K -$43.3K -213 -37%
SFO
541
Standard Family Office
South Dakota
$56K
BBHC
542
Brown Brothers Harriman & Co
New York
$48K +$26K +128 +81%
CI Investments Inc
543
CI Investments Inc
Ontario, Canada
$46K +$24.2K +119 +76%
HGERS
544
Householder Group Estate & Retirement Specialist
Arizona
$44K +$54.3K +267 New
AWM
545
AllSquare Wealth Management
New York
$43K +$52.3K +257 New
AF
546
Advisornet Financial
Minnesota
$42K -$17.3K -85 -25%
LFG
547
Larson Financial Group
Missouri
$42K
FF
548
FourThought Financial
Florida
$37K +$20.3K +100 +82%
PMFA
549
Plante Moran Financial Advisors
Michigan
$37K +$43.5K +214 +3,057%
QC
550
Quent Capital
New York
$36K

STE Hedge Fund Activity: Q3 2022 in Review

637 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q3 2022, worth a combined $15.9B — down 16% from $19B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of STE and 63 opened new positions — a net loss of 18 holders — while 228 trimmed existing stakes and 258 added.

The largest buyer was Janus Henderson Group, adding an estimated $475M. The largest seller was Marshall Wace, cutting an estimated $104M.

  • 637 institutional investors held Steris (STE) as of Q3 2022, down from 665 in Q2 2022.
  • Funds reported $15.9B of Steris stock for Q3 2022, down 16% quarter-over-quarter.
  • 63 funds opened new Steris positions in Q3 2022 and 81 closed out, a net change of -18 holders.
  • The largest Steris buyer in Q3 2022 was Janus Henderson Group, an estimated $475M added.
  • The largest Steris seller in Q3 2022 was Marshall Wace, an estimated $104M sold.

Based on aggregated 13F filings for Q3 2022.