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628 hedge funds and large institutions have $18.3B invested in Steris in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 214 increasing their positions, 240 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 45

1% more funds holding

Funds holding: 623628 (+5)

3% less capital invested

Capital invested by funds: $18.7B → $18.3B (-$470M)

1.51% less ownership

Funds ownership: 92.06%90.55% (-1.5%)

11% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 240

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

44% less call options, than puts

Call options by funds: $12.3M | Put options by funds: $21.8M

Holders
628
Holders Change
+5
Holders Change %
+0.8%
% of All Funds
10.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
59
Increased
214
Reduced
240
Closed
45
Calls
$12.3M
Puts
$21.8M
Net Calls
-$9.49M
Net Calls Change
-$3.07M
Name Holding Trade Value Shares
Change
Change in
Stake
BDWM
551
Brewin Dolphin Wealth Management
Ireland
$43.9K
JWM
552
Jackson Wealth Management
Florida
$43K +$89.9K +420 +3%
KPCM
553
Kings Point Capital Management
New York
$41K
SOW
554
State of Wyoming
Wyoming
$40K +$8.13K +38 +24%
SDIC
555
South Dakota Investment Council
South Dakota
$36K -$665K -3,108 -95%
FF
556
FourThought Financial
Florida
$35K -$4.92K -23 -12%
PCG
557
Private Capital Group
Connecticut
$34K -$41.3K -193 -54%
AA
558
AlphaMark Advisors
Kentucky
$31K
AssetMark Inc
559
AssetMark Inc
California
$31K +$30K +140 +1,273%
CFD
560
Creative Financial Designs
Indiana
$30K
HPC
561
HM Payson & Co
Maine
$29K
HWM
562
HighMark Wealth Management
Minnesota
$27K
DAM
563
Delta Asset Management
Tennessee
$26K
BCA
564
Berman Capital Advisors
Georgia
$26K +$12.2K +57 +80%
CWA
565
Clearview Wealth Advisors
Oregon
$22K
MFM
566
MD Financial Management
Ontario, Canada
$21K
Simplex Trading
567
Simplex Trading
Illinois
$21K +$1.93K +9 +9%
SIC
568
Salem Investment Counselors
North Carolina
$20K
CDIA
569
Capital Directions Investment Advisors
Georgia
$18K
LWA
570
Lenox Wealth Advisors
New York
$18K
SC
571
Sierra Capital
Florida
$18K
NFSG
572
Newbridge Financial Services Group
Florida
$17K -$214 -1 -1%
ME
573
McIlrath & Eck
Washington
$17K
DFCM
574
Dark Forest Capital Management
Puerto Rico
$17K +$18.2K +85 New
EARNEST Partners
575
EARNEST Partners
Georgia
$16K -$7.28K -34 -30%

STE Hedge Fund Activity: Q3 2021 in Review

628 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q3 2021, worth a combined $18.3B — down 2.5% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new STE positions and 45 closed out — a net gain of 14 holders — while 214 added to existing stakes and 240 trimmed.

The largest buyer was Vanguard Group, adding an estimated $124M. The largest seller was Frontier Capital Management, exiting entirely with an estimated $63.9M sold.

  • 628 institutional investors held Steris (STE) as of Q3 2021, up from 623 in Q2 2021.
  • Funds reported $18.3B of Steris stock for Q3 2021, down 2.5% quarter-over-quarter.
  • 59 funds opened new Steris positions in Q3 2021 and 45 closed out, a net change of +14 holders.
  • The largest Steris buyer in Q3 2021 was Vanguard Group, an estimated $124M added.
  • The largest Steris seller in Q3 2021 was Frontier Capital Management, an estimated $63.9M sold.

Based on aggregated 13F filings for Q3 2021.