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637 hedge funds and large institutions have $15.9B invested in Steris in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 258 increasing their positions, 228 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 228

3.15% more ownership

Funds ownership: 92.45%95.6% (+3.1%)

4% less funds holding

Funds holding: 665637 (-28)

16% less capital invested

Capital invested by funds: $19B → $15.9B (-$3.09B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

22% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 81

75% less call options, than puts

Call options by funds: $8.51M | Put options by funds: $34.6M

Holders
637
Holders Change
-28
Holders Change %
-4.21%
% of All Funds
10.97%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
63
Increased
258
Reduced
228
Closed
81
Calls
$8.51M
Puts
$34.6M
Net Calls
-$26M
Net Calls Change
-$37.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
551
High Net Worth Advisory Group
Florida
$33K
PFPT
552
Pinnacle Financial Partners (Tennessee)
Tennessee
$33K +$40.7K +200 New
AA
553
AlphaMark Advisors
Kentucky
$25K
HPC
554
HM Payson & Co
Maine
$23K
EI
555
Ellevest Inc
New York
$23K +$25K +123 +683%
PFBT
556
Parkside Financial Bank & Trust
Missouri
$22K -$16.7K -82 -37%
HWM
557
HighMark Wealth Management
Minnesota
$22K
C
558
Covestor
United Kingdom
$20K +$22.8K +112 +2,240%
CWA
559
Clearview Wealth Advisors
Oregon
$18K +$203 +1 +0.9%
TCOV
560
Trust Company of Vermont
Vermont
$18K +$7.94K +39 +55%
SWM
561
Spire Wealth Management
Virginia
$17K -$5.47M -26,866 -100%
HR
562
Howe & Rusling
New York
$17K
ZIG
563
Zullo Investment Group
Pennsylvania
$17K +$4.48K +22 +28%
NFSG
564
Newbridge Financial Services Group
Florida
$16K
CDIA
565
Capital Directions Investment Advisors
Georgia
$15K -$18.3K -90 Closed
FAM
566
Fred Alger Management
New York
$15K
SC
567
Sierra Capital
Florida
$15K
SOW
568
State of Wyoming
Wyoming
$15K +$1.02K +5 +6%
Bank of Montreal
569
Bank of Montreal
Ontario, Canada
$13.8K -$3.13M -15,368 -16%
BWP
570
Baldwin Wealth Partners
Massachusetts
$13K
EARNEST Partners
571
EARNEST Partners
Georgia
$13K
BC
572
Barrett & Company
Rhode Island
$12.9K +$14.2K +70 New
CCM
573
Cribstone Capital Management
Maine
$12K -$407 -2 -3%
Loomis, Sayles & Company
574
Loomis, Sayles & Company
Massachusetts
$12K +$12.6K +62 +517%
FMII
575
Farmers & Merchants Investments Inc
Nebraska
$11K -$38.7K -190 -75%

STE Hedge Fund Activity: Q3 2022 in Review

637 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q3 2022, worth a combined $15.9B — down 16% from $19B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of STE and 63 opened new positions — a net loss of 18 holders — while 228 trimmed existing stakes and 258 added.

The largest buyer was Janus Henderson Group, adding an estimated $475M. The largest seller was Marshall Wace, cutting an estimated $104M.

  • 637 institutional investors held Steris (STE) as of Q3 2022, down from 665 in Q2 2022.
  • Funds reported $15.9B of Steris stock for Q3 2022, down 16% quarter-over-quarter.
  • 63 funds opened new Steris positions in Q3 2022 and 81 closed out, a net change of -18 holders.
  • The largest Steris buyer in Q3 2022 was Janus Henderson Group, an estimated $475M added.
  • The largest Steris seller in Q3 2022 was Marshall Wace, an estimated $104M sold.

Based on aggregated 13F filings for Q3 2022.