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706 hedge funds and large institutions have $21.5B invested in Steris in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 252 increasing their positions, 263 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,851% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $2.42M

75% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $20.3B → $21.5B (+$1.15B)

5.43% more ownership

Funds ownership: 93.68%99.11% (+5.4%)

4% more funds holding

Funds holding: 682706 (+24)

4% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 263

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
706
Holders Change
+24
Holders Change %
+3.52%
% of All Funds
10.29%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
84
Increased
252
Reduced
263
Closed
48
Calls
$47.2M
Puts
$2.42M
Net Calls
+$44.8M
Net Calls Change
+$439K
Name Holding Trade Value Shares
Change
Change in
Stake
WSCM
551
Wellington Shields Capital Management
New York
$231K
OC
552
Oarsman Capital
Wisconsin
$228K +$22.2K +105 +11%
EAM
553
Eagle Asset Management
Florida
$227K +$218K +1,032 New
FNBT
554
FineMark National Bank & Trust
Florida
$222K -$8.88K -42 -4%
FHA
555
First Horizon Advisors
Tennessee
$222K +$18.2K +86 +9%
CG
556
Caprock Group
Idaho
$221K -$9.52K -45 -4%
PNC
557
Park National Corp
Ohio
$221K
ATC
558
Argent Trust Co
Tennessee
$220K +$7.4K +35 +4%
NAM
559
NTV Asset Management
West Virginia
$220K
PCMC
560
Paragon Capital Management (Colorado)
Colorado
$220K
AC
561
Asio Capital
Kentucky
$219K +$211K +998 New
SIC
562
Sigma Investment Counselors
Michigan
$214K
PTC
563
Private Trust Company
Ohio
$210K -$45.3K -214 -18%
MAS
564
Meeder Advisory Services
Ohio
$210K +$2.33K +11 +1%
BMCM
565
Bryn Mawr Capital Management
Pennsylvania
$207K
SQA
566
Simon Quick Advisors
New Jersey
$206K -$123K -582 -38%
CS
567
Cannell & Spears
New York
$206K
RP
568
Rice Partnership
Hawaii
$206K
CFFP
569
Center for Financial Planning
Michigan
$203K
TPCW
570
TD Private Client Wealth
New York
$191K -$12.5K -59 -6%
EA
571
Emerald Advisers
Pennsylvania
$171K -$846 -4 -0.5%
AAP
572
Arax Advisory Partners
Colorado
$168K +$68.7K +325 +74%
CLOS
573
Compagnie Lombard Odier SCmA
Switzerland
$165K
UB
574
UMB Bank
Missouri
$157K +$11K +52 +8%
ST
575
Smithfield Trust
Pennsylvania
$154K

STE Hedge Fund Activity: Q4 2023 in Review

706 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2023, worth a combined $21.5B — up 5.7% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new STE positions and 48 closed out — a net gain of 36 holders — while 252 added to existing stakes and 263 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $817M. The largest seller was WCM Investment Management, cutting an estimated $119M.

  • 706 institutional investors held Steris (STE) as of Q4 2023, up from 682 in Q3 2023.
  • Funds reported $21.5B of Steris stock for Q4 2023, up 5.7% quarter-over-quarter.
  • 84 funds opened new Steris positions in Q4 2023 and 48 closed out, a net change of +36 holders.
  • The largest Steris buyer in Q4 2023 was Morgan Stanley, an estimated $817M added.
  • The largest Steris seller in Q4 2023 was WCM Investment Management, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2023.