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657 hedge funds and large institutions have $20.8B invested in Steris in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 233 increasing their positions, 243 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

671% more call options, than puts

Call options by funds: $36.6M | Put options by funds: $4.75M

91% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 43

16% more capital invested

Capital invested by funds: $17.8B → $20.8B (+$2.92B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more funds holding

Funds holding: 621657 (+36)

0.33% less ownership

Funds ownership: 94.28%93.95% (-0.33%)

4% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 243

Holders
657
Holders Change
+36
Holders Change %
+5.8%
% of All Funds
10.32%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
82
Increased
233
Reduced
243
Closed
43
Calls
$36.6M
Puts
$4.75M
Net Calls
+$31.9M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
526
First Horizon Advisors
Tennessee
$216K +$23.8K +119 +14%
BMCM
527
Bryn Mawr Capital Management
Pennsylvania
$212K +$189K +943 New
ACM
528
Ashford Capital Management
Delaware
$210K +$187K +935 New
CS
529
Cannell & Spears
New York
$210K +$187K +935 New
RP
530
Rice Partnership
Hawaii
$210K +$187K +935 New
FWA
531
FSM Wealth Advisors
Ohio
$209K +$186K +932 New
MYAM
532
Meiji Yasuda Asset Management
Japan
$208K +$185K +925 New
IA
533
IFP Advisors
Florida
$207K +$400 +2 +0.2%
ECM
534
Evergreen Capital Management
Washington
$206K +$183K +914 New
AA
535
Ancora Advisors
Ohio
$196K
VSQM
536
V-Square Quantitative Management
Illinois
$170K +$151K +754 New
CLOS
537
Compagnie Lombard Odier SCmA
Switzerland
$169K
ST
538
Smithfield Trust
Pennsylvania
$157K
CFFP
539
Center for Financial Planning
Michigan
$152K
UB
540
UMB Bank
Missouri
$149K
SIM
541
Sentry Investment Management
Wisconsin
$147K
GRP
542
Global Retirement Partners
California
$142K +$1.4K +7 +1%
NIMI
543
Natixis Investment Managers International
France
$136K -$18K -90 -13%
TWI
544
Thomas White International
Illinois
$134K
SGC
545
Slocum, Gordon & Co
Rhode Island
$133K
AF
546
Allworth Financial
California
$127K +$1.6K +8 +1%
CFGS
547
Concourse Financial Group Securities
Alabama
$126K -$5K -25 -4%
SC
548
Steph & Co
Wisconsin
$115K +$102K +511 New
PI
549
PEAK6 Investments
Illinois
$114K -$196K -981 -66%
DGAM
550
Desjardins Global Asset Management
Quebec, Canada
$113K -$379K -1,895 -79%

STE Hedge Fund Activity: Q2 2023 in Review

657 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q2 2023, worth a combined $20.8B — up 16% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new STE positions and 43 closed out — a net gain of 39 holders — while 233 added to existing stakes and 243 trimmed.

The largest buyer was Sustainable Growth Advisers, adding an estimated $88.9M. The largest seller was Select Equity Group, cutting an estimated $83.1M.

  • 657 institutional investors held Steris (STE) as of Q2 2023, up from 621 in Q1 2023.
  • Funds reported $20.8B of Steris stock for Q2 2023, up 16% quarter-over-quarter.
  • 82 funds opened new Steris positions in Q2 2023 and 43 closed out, a net change of +39 holders.
  • The largest Steris buyer in Q2 2023 was Sustainable Growth Advisers, an estimated $88.9M added.
  • The largest Steris seller in Q2 2023 was Select Equity Group, an estimated $83.1M sold.

Based on aggregated 13F filings for Q2 2023.