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706 hedge funds and large institutions have $21.5B invested in Steris in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 252 increasing their positions, 263 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,851% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $2.42M

75% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $20.3B → $21.5B (+$1.15B)

5.43% more ownership

Funds ownership: 93.68%99.11% (+5.4%)

4% more funds holding

Funds holding: 682706 (+24)

4% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 263

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
706
Holders Change
+24
Holders Change %
+3.52%
% of All Funds
10.29%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
84
Increased
252
Reduced
263
Closed
48
Calls
$47.2M
Puts
$2.42M
Net Calls
+$44.8M
Net Calls Change
+$439K
Name Holding Trade Value Shares
Change
Change in
Stake
HW
526
Hancock Whitney
Mississippi
$256K +$246K +1,165 New
FC
527
Forte Capital
New York
$255K
HDIM
528
Hanson & Doremus Investment Management
Vermont
$254K
TAM
529
Trust Asset Management
Texas
$253K
SFI
530
Siemens Fonds Invest
Germany
$251K +$241K +1,140 New
EF
531
Empowered Funds
Pennsylvania
$250K +$26.2K +124 +12%
ICG
532
InterOcean Capital Group
Tennessee
$248K +$19.5K +92 +9%
WTB
533
Washington Trust Bank
Washington
$248K
IG
534
ING Group
Netherlands
$248K -$1.73M -8,159 -88%
QCG
535
Quadrant Capital Group
Ohio
$246K -$6.98K -33 -3%
GLR
536
Great Lakes Retirement
Ohio
$246K -$25.2K -119 -10%
MA
537
Mutual Advisors
Nebraska
$245K +$32.6K +154 +16%
NW
538
NewEdge Wealth
Pennsylvania
$244K +$234K +1,108 New
LCM
539
Logan Capital Management
Pennsylvania
$242K +$55.6K +263 +31%
LNC
540
Lincoln National Corp
Pennsylvania
$242K +$9.52K +45 +4%
NGA
541
Naples Global Advisors
Florida
$242K
FFM
542
Forum Financial Management
Illinois
$242K
MYAM
543
Meiji Yasuda Asset Management
Japan
$241K
PA
544
Parallel Advisors
California
$240K -$19.9K -94 -8%
CI
545
Cigna Investments
Connecticut
$237K
OWA
546
Opal Wealth Advisors
New York
$237K -$1.9K -9 -0.8%
HPC
547
HM Payson & Co
Maine
$237K
HH
548
Hilltop Holdings
Texas
$235K -$2.75K -13 -1%
WC
549
Waterloo Capital
Texas
$235K +$226K +1,067 New
Robeco Institutional Asset Management
550
Robeco Institutional Asset Management
Netherlands
$232K +$62.6K +296 +39%

STE Hedge Fund Activity: Q4 2023 in Review

706 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2023, worth a combined $21.5B — up 5.7% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new STE positions and 48 closed out — a net gain of 36 holders — while 252 added to existing stakes and 263 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $817M. The largest seller was WCM Investment Management, cutting an estimated $119M.

  • 706 institutional investors held Steris (STE) as of Q4 2023, up from 682 in Q3 2023.
  • Funds reported $21.5B of Steris stock for Q4 2023, up 5.7% quarter-over-quarter.
  • 84 funds opened new Steris positions in Q4 2023 and 48 closed out, a net change of +36 holders.
  • The largest Steris buyer in Q4 2023 was Morgan Stanley, an estimated $817M added.
  • The largest Steris seller in Q4 2023 was WCM Investment Management, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2023.