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Steris
STE

Overview Fund Activity

635 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, 257 increasing their positions, 227 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
-28
Holders Change %
-4.22%
% of All Funds
10.98%
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
257
Reduced
227
Closed
81
Calls
$8.51M
Puts
$34.6M
Net Calls
-$26M
Net Calls Change
-$37.3M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$388M
2
Morgan Stanley
Morgan Stanley
New York
+$188M
3
SGA
Sustainable Growth Advisers
Connecticut
+$132M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$81.3M
5
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$55.4M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$84.8M
2
Invesco
Invesco
Georgia
-$75.7M
3
WCM Investment Management
WCM Investment Management
California
-$52.1M
4
EAM
Eagle Asset Management
Florida
-$42.8M
5
SAM
Silvercrest Asset Management
New York
-$39.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPWG
526
Sage Private Wealth Group
Illinois
$115K – – –
BCWM
527
Bartlett & Co Wealth Management
Ohio
$115K -$67.7K -213 -37%
SIM
528
Sentry Investment Management
Wisconsin
$112K – – –
CFFP
529
Center for Financial Planning
Michigan
$112K – – –
GRP
530
Global Retirement Partners
California
$102K -$7.4K -43 -7%
HNB
531
Huntington National Bank
Ohio
$84K +$5.82K +35 +7%
KFI
532
Key Financial Inc
Pennsylvania
$81K – – –
AF
533
Allworth Financial
California
$77K -$10.9K -66 -12%
AP
534
Arlington Partners
Alabama
$74K – – –
NR
535
Newfound Research
Massachusetts
$72K -$4.3K -26 -6%
AAP
536
Arax Advisory Partners
Colorado
$71K +$1.99K +12 +3%
HI
537
Harbour Investments
Wisconsin
$61K – – –
BC
538
Bartlett & Co
Ohio
$60K -$35.4K -213 -37%
SFO
539
Standard Family Office
South Dakota
$56K – – –
BBHC
540
Brown Brothers Harriman & Co
New York
$48K +$21.5K +128 +81%
CI Investments Inc
541
CI Investments Inc
Ontario, Canada
$46K +$19.8K +119 +76%
HGERS
542
Householder Group Estate & Retirement Specialist
Arizona
$44K +$44K +267 New
AWM
543
AllSquare Wealth Management
New York
$43K +$43K +257 New
AF
544
Advisornet Financial
Minnesota
$42K -$14.1K -85 -25%
LFG
545
Larson Financial Group
Missouri
$42K – – –
FF
546
FourThought Financial
Florida
$37K +$16.7K +100 +82%
PMFA
547
Plante Moran Financial Advisors
Michigan
$37K +$35.8K +214 +3,057%
QC
548
Quent Capital
New York
$36K – – –
HNWAG
549
High Net Worth Advisory Group
Florida
$33K – – –
PFP
550
Pinnacle Financial Partners
Tennessee
$33K +$33K +200 New
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