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648 hedge funds and large institutions have $17B invested in Steris in 2022 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 195 increasing their positions, 281 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

639% more call options, than puts

Call options by funds: $23.6M | Put options by funds: $3.19M

32% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 69

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

7% more capital invested

Capital invested by funds: $15.9B → $17B (+$1.12B)

2% more funds holding

Funds holding: 637648 (+11)

2.76% less ownership

Funds ownership: 95.6%92.84% (-2.8%)

31% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 281

Holders
648
Holders Change
+11
Holders Change %
+1.73%
% of All Funds
10.42%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
91
Increased
195
Reduced
281
Closed
69
Calls
$23.6M
Puts
$3.19M
Net Calls
+$20.4M
Net Calls Change
+$46.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
526
Sentry Investment Management
Wisconsin
$124K
TWI
527
Thomas White International
Illinois
$110K -$41.8K -238 -29%
SGC
528
Slocum, Gordon & Co
Rhode Island
$109K +$104K +589 New
BAM
529
Belpointe Asset Management
Nevada
$108K -$37.1K -211 -26%
BA
530
Bellwether Advisors
Nebraska
$108K +$103K +585 New
GRP
531
Global Retirement Partners
California
$108K -$1.93K -11 -2%
HI
532
Harbour Investments
Wisconsin
$104K +$46.6K +265 +90%
AF
533
Allworth Financial
California
$98.3K +$11.8K +67 +14%
IGWM
534
ICA Group Wealth Management
Colorado
$92.2K +$87.7K +499 New
PPC
535
Park Place Capital
Alabama
$86K +$81.9K +466 New
MCC
536
Money Concepts Capital
Florida
$83.1K +$75.6K +430 +2,150%
UB
537
UMB Bank
Missouri
$82K -$215K -1,220 -73%
AP
538
Arlington Partners
Alabama
$81.8K
NICM
539
Neo Ivy Capital Management
New York
$81K -$150K -852 -66%
KFI
540
Key Financial Inc
Pennsylvania
$80.6K
HNB
541
Huntington National Bank
Ohio
$79.7K -$12.8K -73 -14%
CI Investments Inc
542
CI Investments Inc
Ontario, Canada
$78K +$26K +148 +54%
AAP
543
Arax Advisory Partners
Colorado
$75.1K -$3.69K -21 -5%
AA
544
Alta Advisers
United Kingdom
$74K +$70.3K +400 New
BC
545
Bartlett & Co
Ohio
$68K +$1.05K +6 +2%
BCWM
546
Bartlett & Co Wealth Management
Ohio
$67.8K +$1.05K +6 +2%
Pacer Advisors
547
Pacer Advisors
Pennsylvania
$67K -$472K -2,687 -88%
RFA
548
Resurgent Financial Advisors
Georgia
$65.8K +$62.6K +356 New
ASN
549
Advisory Services Network
Georgia
$62.8K +$59.8K +340 New
CA
550
Crewe Advisors
Utah
$59.5K -$91.4K -520 -62%

STE Hedge Fund Activity: Q4 2022 in Review

648 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2022, worth a combined $17B — up 7.1% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new STE positions and 69 closed out — a net gain of 22 holders — while 195 added to existing stakes and 281 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $274M. The largest seller was Janus Henderson Group, cutting an estimated $419M.

  • 648 institutional investors held Steris (STE) as of Q4 2022, up from 637 in Q3 2022.
  • Funds reported $17B of Steris stock for Q4 2022, up 7.1% quarter-over-quarter.
  • 91 funds opened new Steris positions in Q4 2022 and 69 closed out, a net change of +22 holders.
  • The largest Steris buyer in Q4 2022 was Morgan Stanley, an estimated $274M added.
  • The largest Steris seller in Q4 2022 was Janus Henderson Group, an estimated $419M sold.

Based on aggregated 13F filings for Q4 2022.