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Steris
STE

623 hedge funds and large institutions have $18.7B invested in Steris in 2021 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 271 increasing their positions, 168 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

78% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 49

61% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 168

21% more capital invested

Capital invested by funds: $15.5B → $18.7B (+$3.28B)

5% more funds holding

Funds holding: 591 → 623 (+32)

3.22% less ownership

Funds ownership: 95.28% → 92.06% (-3.2%)

26% less call options, than puts

Call options by funds: $18.5M | Put options by funds: $24.9M

Holders
623
Holders Change
+32
Holders Change %
+5.41%
% of All Funds
10.84%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
87
Increased
271
Reduced
168
Closed
49
Calls
$18.5M
Puts
$24.9M
Net Calls
-$6.43M
Net Calls Change
-$14.5M

Top Buyers

1
APG Asset Management
APG Asset Management
Netherlands
+$536M
2
CIP
Champlain Investment Partners
Vermont
+$339M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$209M
4
American Century Companies
American Century Companies
Missouri
+$178M
5
State Street
State Street
Massachusetts
+$102M

Top Sellers

1
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$118M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$61.9M
3
Fidelity International
Fidelity International
Bermuda
-$55.3M
4
Canada Life
Canada Life
Manitoba, Canada
-$41.6M
5
Ameriprise
Ameriprise
Minnesota
-$36.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
551
HighMark Wealth Management
Minnesota
$27K +$201 +1 +0.8%
DAM
552
Delta Asset Management
Tennessee
$26K – – –
FWM
553
FFT Wealth Management
Pennsylvania
$26K +$25.2K +125 New
SL
554
Savior LLC
Massachusetts
$25K – – –
EARNEST Partners
555
EARNEST Partners
Georgia
$23K +$9.06K +45 +67%
MFM
556
MD Financial Management
Ontario, Canada
$22K – – –
CWA
557
Clearview Wealth Advisors
Oregon
$22K +$201 +1 +1%
SIC
558
Salem Investment Counselors
North Carolina
$21K – – –
EWA
559
Evolution Wealth Advisors
Florida
$20K – – –
LWA
560
Lenox Wealth Advisors
New York
$19K – – –
CDIA
561
Capital Directions Investment Advisors
Georgia
$19K +$18.1K +90 New
Simplex Trading
562
Simplex Trading
Illinois
$19K +$19.1K +95 New
SC
563
Sierra Capital
Florida
$18K – – –
ME
564
McIlrath & Eck
Washington
$17K – – –
NFSG
565
Newbridge Financial Services Group
Florida
$17K – – –
LF
566
Lee Financial
Texas
$16K – – –
SFA
567
Semmax Financial Advisors
North Carolina
$16K – – –
HWM
568
Holloway Wealth Management
Florida
$15K – – –
PFBT
569
Parkside Financial Bank & Trust
Missouri
$15K +$1.41K +7 +10%
BWP
570
Baldwin Wealth Partners
Massachusetts
$14K – – –
CA
571
Crewe Advisors
Utah
$14K – – –
BCA
572
Berman Capital Advisors
Georgia
$14K +$403 +2 +3%
WBC
573
West Branch Capital
Massachusetts
$14K +$14.1K +70 New
TAIM
574
TD Ameritrade Investment Management
Nebraska
$12K -$1.01K -5 -8%
HIA
575
Harbor Investment Advisory
Maryland
$11K – – –
21 22
23
24 25

STE Hedge Fund Activity: Q2 2021 in Review

623 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q2 2021, worth a combined $18.7B — up 21% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new STE positions and 49 closed out — a net gain of 38 holders — while 271 added to existing stakes and 168 trimmed.

The largest buyer was APG Asset Management, adding an estimated $536M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $118M sold.

  • 623 institutional investors held Steris (STE) as of Q2 2021, up from 591 in Q1 2021.
  • Funds reported $18.7B of Steris stock for Q2 2021, up 21% quarter-over-quarter.
  • 87 funds opened new Steris positions in Q2 2021 and 49 closed out, a net change of +38 holders.
  • The largest Steris buyer in Q2 2021 was APG Asset Management, an estimated $536M added.
  • The largest Steris seller in Q2 2021 was Westfield Capital Management, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2021.