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650 hedge funds and large institutions have $22B invested in Steris in 2021 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 239 increasing their positions, 208 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

49% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 67

20% more capital invested

Capital invested by funds: $18.3B → $22B (+$3.7B)

15% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 208

4% more funds holding

Funds holding: 628650 (+22)

0.73% more ownership

Funds ownership: 90.55%91.28% (+0.73%)

21% less call options, than puts

Call options by funds: $15.5M | Put options by funds: $19.6M

Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
10%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.12%
New
100
Increased
239
Reduced
208
Closed
67
Calls
$15.5M
Puts
$19.6M
Net Calls
-$4.07M
Net Calls Change
+$5.42M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
551
Farmers & Merchants Investments Inc
Nebraska
$62K +$1.14K +5 +2%
LFG
552
Larson Financial Group
Missouri
$62K +$7.54K +33 +15%
FAG
553
Fortitude Advisory Group
Washington
$59K +$54.6K +239 New
Optiver Holding
554
Optiver Holding
Netherlands
$58K
BDWM
555
Brewin Dolphin Wealth Management
Ireland
$52K
KPCM
556
Kings Point Capital Management
New York
$49K
HNWAG
557
High Net Worth Advisory Group
Florida
$49K +$45.7K +200 New
SOW
558
State of Wyoming
Wyoming
$48K +$1.37K +6 +3%
PCG
559
Private Capital Group
Connecticut
$40K
SQA
560
Simon Quick Advisors
New Jersey
$37K -$27.6K -121 -44%
AA
561
AlphaMark Advisors
Kentucky
$37K
HPC
562
HM Payson & Co
Maine
$34K
HWM
563
HighMark Wealth Management
Minnesota
$32K
FF
564
FourThought Financial
Florida
$30K -$11.4K -50 -29%
DAM
565
Delta Asset Management
Tennessee
$30K
SWM
566
Spire Wealth Management
Virginia
$28K -$36.1K -158 -58%
CWA
567
Clearview Wealth Advisors
Oregon
$26K
MFM
568
MD Financial Management
Ontario, Canada
$26K
SIC
569
Salem Investment Counselors
North Carolina
$24K
SGAM
570
Smith Group Asset Management
Texas
$23K -$10.2M -44,860 -100%
NFSG
571
Newbridge Financial Services Group
Florida
$23K +$2.74K +12 +14%
LWA
572
Lenox Wealth Advisors
New York
$22K
SC
573
Sierra Capital
Florida
$21K
RI
574
Rinkey Investments
California
$21K +$20.8K +91 New
PFBT
575
Parkside Financial Bank & Trust
Missouri
$20K +$228 +1 +1%

STE Hedge Fund Activity: Q4 2021 in Review

650 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2021, worth a combined $22B — up 20% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new STE positions and 67 closed out — a net gain of 33 holders — while 239 added to existing stakes and 208 trimmed.

The largest buyer was Marshall Wace, adding an estimated $256M. The largest seller was Generation Investment Management, cutting an estimated $146M.

  • 650 institutional investors held Steris (STE) as of Q4 2021, up from 628 in Q3 2021.
  • Funds reported $22B of Steris stock for Q4 2021, up 20% quarter-over-quarter.
  • 100 funds opened new Steris positions in Q4 2021 and 67 closed out, a net change of +33 holders.
  • The largest Steris buyer in Q4 2021 was Marshall Wace, an estimated $256M added.
  • The largest Steris seller in Q4 2021 was Generation Investment Management, an estimated $146M sold.

Based on aggregated 13F filings for Q4 2021.