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648 hedge funds and large institutions have $17B invested in Steris in 2022 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 195 increasing their positions, 281 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

639% more call options, than puts

Call options by funds: $23.6M | Put options by funds: $3.19M

32% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 69

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

7% more capital invested

Capital invested by funds: $15.9B → $17B (+$1.12B)

2% more funds holding

Funds holding: 637648 (+11)

2.76% less ownership

Funds ownership: 95.6%92.84% (-2.8%)

31% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 281

Holders
648
Holders Change
+11
Holders Change %
+1.73%
% of All Funds
10.42%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
91
Increased
195
Reduced
281
Closed
69
Calls
$23.6M
Puts
$3.19M
Net Calls
+$20.4M
Net Calls Change
+$46.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
551
One Wealth Advisors
California
$59.1K +$56.3K +320 New
BAAM
552
Baker Avenue Asset Management
California
$55.4K +$52.7K +300 New
C
553
Covestor
United Kingdom
$52K +$29K +165 +141%
GBT
554
Grove Bank & Trust
Florida
$52K +$49.1K +279 New
AWM
555
AllSquare Wealth Management
New York
$47.5K
LFG
556
Larson Financial Group
Missouri
$46.8K
CSS
557
Cubist Systematic Strategies
Connecticut
$43.6K -$9.33M -53,048 -100%
HNWAG
558
High Net Worth Advisory Group
Florida
$36.9K
PFPT
559
Pinnacle Financial Partners (Tennessee)
Tennessee
$36.9K
PFBT
560
Parkside Financial Bank & Trust
Missouri
$36.6K +$10.6K +60 +43%
FFA
561
Farther Finance Advisors
California
$30.7K +$29.2K +166 New
ADL
562
Asset Dedication LLC
California
$30K +$28.7K +163 New
AF
563
Advisornet Financial
Minnesota
$28.4K -$17.6K -100 -39%
AA
564
AlphaMark Advisors
Kentucky
$28K
FA
565
Fiduciary Alliance
South Carolina
$27.9K +$26.6K +151 New
DAM
566
Delta Asset Management
Tennessee
$26.6K +$25.3K +144 New
HPC
567
HM Payson & Co
Maine
$25.9K
PMFA
568
Plante Moran Financial Advisors
Michigan
$25.5K -$14.6K -83 -38%
HWM
569
HighMark Wealth Management
Minnesota
$24.6K
CWA
570
Clearview Wealth Advisors
Oregon
$19.9K
MWM
571
MinichMacGregor Wealth Management
New York
$18.7K +$17.8K +101 New
SWM
572
Spire Wealth Management
Virginia
$18K
NFSG
573
Newbridge Financial Services Group
Florida
$17.8K
CA
574
Centerpoint Advisors
Massachusetts
$17K +$16.2K +92 New
CDIA
575
Capital Directions Investment Advisors
Georgia
$16.6K +$15.8K +90 New

STE Hedge Fund Activity: Q4 2022 in Review

648 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2022, worth a combined $17B — up 7.1% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new STE positions and 69 closed out — a net gain of 22 holders — while 195 added to existing stakes and 281 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $274M. The largest seller was Janus Henderson Group, cutting an estimated $419M.

  • 648 institutional investors held Steris (STE) as of Q4 2022, up from 637 in Q3 2022.
  • Funds reported $17B of Steris stock for Q4 2022, up 7.1% quarter-over-quarter.
  • 91 funds opened new Steris positions in Q4 2022 and 69 closed out, a net change of +22 holders.
  • The largest Steris buyer in Q4 2022 was Morgan Stanley, an estimated $274M added.
  • The largest Steris seller in Q4 2022 was Janus Henderson Group, an estimated $419M sold.

Based on aggregated 13F filings for Q4 2022.