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657 hedge funds and large institutions have $20.8B invested in Steris in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 233 increasing their positions, 243 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

671% more call options, than puts

Call options by funds: $36.6M | Put options by funds: $4.75M

91% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 43

16% more capital invested

Capital invested by funds: $17.8B → $20.8B (+$2.92B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more funds holding

Funds holding: 621657 (+36)

0.33% less ownership

Funds ownership: 94.28%93.95% (-0.33%)

4% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 243

Holders
657
Holders Change
+36
Holders Change %
+5.8%
% of All Funds
10.32%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
82
Increased
233
Reduced
243
Closed
43
Calls
$36.6M
Puts
$4.75M
Net Calls
+$31.9M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
551
Chilton Capital Management
Texas
$110K -$33.2K -166 -25%
KFI
552
Key Financial Inc
Pennsylvania
$109K
Capstone Investment Advisors
553
Capstone Investment Advisors
New York
$108K +$39.6K +198 +70%
PPC
554
Park Place Capital
Alabama
$99.9K -$4.4K -22 -5%
AAP
555
Arax Advisory Partners
Colorado
$93.4K -$3.2K -16 -4%
AA
556
Alta Advisers
United Kingdom
$90K
HPC
557
HM Payson & Co
Maine
$88.9K +$51K +255 +182%
MPWT
558
MassMutual Private Wealth & Trust
Connecticut
$83.7K +$14.2K +71 +24%
BC
559
Bartlett & Co
Ohio
$83K
BCWM
560
Bartlett & Co Wealth Management
Ohio
$82.6K
OP
561
ORG Partners
Indiana
$73.6K +$67.2K +336 New
M
562
Mirova
France
$73.6K -$111K -553 -63%
ADL
563
Asset Dedication LLC
California
$71K -$1.6K -8 -2%
BAAM
564
Baker Avenue Asset Management
California
$67.7K +$200 +1 +0.3%
FFA
565
Farther Finance Advisors
California
$62.4K +$20.4K +102 +58%
EWA
566
EverSource Wealth Advisors
Alabama
$57.5K +$16.8K +84 +49%
LFG
567
Larson Financial Group
Missouri
$57K
CSPIA
568
Cary Street Partners Investment Advisory
Virginia
$51.5K +$29K +145 +173%
HI
569
Harbour Investments
Wisconsin
$47.5K -$19.6K -98 -32%
PFBT
570
Parkside Financial Bank & Trust
Missouri
$47.2K +$2.2K +11 +6%
PFPT
571
Pinnacle Financial Partners (Tennessee)
Tennessee
$45K
Robeco Institutional Asset Management
572
Robeco Institutional Asset Management
Netherlands
$44.3K +$39.4K +197 New
C
573
Covestor
United Kingdom
$38K -$6K -30 -15%
TWP
574
TFO Wealth Partners
Ohio
$35.5K +$31.6K +158 New
AA
575
AlphaMark Advisors
Kentucky
$34K

STE Hedge Fund Activity: Q2 2023 in Review

657 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q2 2023, worth a combined $20.8B — up 16% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new STE positions and 43 closed out — a net gain of 39 holders — while 233 added to existing stakes and 243 trimmed.

The largest buyer was Sustainable Growth Advisers, adding an estimated $88.9M. The largest seller was Select Equity Group, cutting an estimated $83.1M.

  • 657 institutional investors held Steris (STE) as of Q2 2023, up from 621 in Q1 2023.
  • Funds reported $20.8B of Steris stock for Q2 2023, up 16% quarter-over-quarter.
  • 82 funds opened new Steris positions in Q2 2023 and 43 closed out, a net change of +39 holders.
  • The largest Steris buyer in Q2 2023 was Sustainable Growth Advisers, an estimated $88.9M added.
  • The largest Steris seller in Q2 2023 was Select Equity Group, an estimated $83.1M sold.

Based on aggregated 13F filings for Q2 2023.