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623 hedge funds and large institutions have $18.7B invested in Steris in 2021 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 271 increasing their positions, 168 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

78% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 49

61% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 168

21% more capital invested

Capital invested by funds: $15.5B → $18.7B (+$3.28B)

5% more funds holding

Funds holding: 591623 (+32)

3.22% less ownership

Funds ownership: 95.28%92.06% (-3.2%)

26% less call options, than puts

Call options by funds: $18.5M | Put options by funds: $24.9M

Holders
623
Holders Change
+32
Holders Change %
+5.41%
% of All Funds
10.84%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
87
Increased
271
Reduced
168
Closed
49
Calls
$18.5M
Puts
$24.9M
Net Calls
-$6.43M
Net Calls Change
-$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
576
Jones Financial Companies
Missouri
$11K
SWM
577
Sugarloaf Wealth Management
Georgia
$11K
AWA
578
Arkadios Wealth Advisors
Georgia
$11K +$6.04K +30 +120%
GWSG
579
GPS Wealth Strategies Group
Colorado
$11K +$10.9K +54 New
ST
580
Sageworth Trust
Pennsylvania
$9K +$8.66K +43 New
HF
581
Halpern Financial
Virginia
$8.46K
BWM
582
BerganKDV Wealth Management
Minnesota
$8K
FRA
583
Front Row Advisors
California
$8K +$1.21K +6 +20%
TWA
584
TCI Wealth Advisors
Arizona
$8K +$1.61K +8 +25%
AIG
585
American International Group
New York
$7.05K +$640K +3,180 +10%
AF
586
Allworth Financial
California
$7K
LC
587
Lindbrook Capital
California
$7K +$2.82K +14 +74%
RA
588
Resolute Advisors
California
$7K +$6.44K +32 New
EFSCE
589
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
SB
590
Strategic Blueprint
Georgia
$6K +$5.84K +29 New
GFPC
591
Global Financial Private Client
Florida
$5.85K
ED
592
Exane Derivatives
France
$5.01K +$4.83K +24 New
BFC
593
Bedel Financial Consulting
Indiana
$5K
CFO
594
CVA Family Office
Colorado
$5K
AFG
595
Albion Financial Group
Utah
$5K +$5.03K +25 New
Nisa Investment Advisors
596
Nisa Investment Advisors
Missouri
$4.12K -$3.39M -16,816 -46%
AFS
597
Annapolis Financial Services
Maryland
$4K
CAL
598
Capital Advisors Ltd
Ohio
$4K
LWM
599
Liberty Wealth Management
California
$4K
SC
600
Solstein Capital
California
$4K