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628 hedge funds and large institutions have $18.3B invested in Steris in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 214 increasing their positions, 240 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 45

1% more funds holding

Funds holding: 623628 (+5)

3% less capital invested

Capital invested by funds: $18.7B → $18.3B (-$470M)

1.51% less ownership

Funds ownership: 92.06%90.55% (-1.5%)

11% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 240

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

44% less call options, than puts

Call options by funds: $12.3M | Put options by funds: $21.8M

Holders
628
Holders Change
+5
Holders Change %
+0.8%
% of All Funds
10.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
59
Increased
214
Reduced
240
Closed
45
Calls
$12.3M
Puts
$21.8M
Net Calls
-$9.49M
Net Calls Change
-$3.07M
Name Holding Trade Value Shares
Change
Change in
Stake
LF
576
Lee Financial
Texas
$16K
SFA
577
Semmax Financial Advisors
North Carolina
$16K
PFBT
578
Parkside Financial Bank & Trust
Missouri
$16K +$1.07K +5 +7%
HWM
579
Holloway Wealth Management
Florida
$15K
BWP
580
Baldwin Wealth Partners
Massachusetts
$14K
CA
581
Crewe Advisors
Utah
$13K
TAIM
582
TD Ameritrade Investment Management
Nebraska
$12K +$2.35K +11 +19%
VCM
583
Vigilant Capital Management
Maine
$12K +$12.2K +57 New
AWA
584
Arkadios Wealth Advisors
Georgia
$11K
GWSG
585
GPS Wealth Strategies Group
Colorado
$11K
HIA
586
Harbor Investment Advisory
Maryland
$11K
Jones Financial Companies
587
Jones Financial Companies
Missouri
$11K
SWM
588
Sugarloaf Wealth Management
Georgia
$11K
ST
589
Sageworth Trust
Pennsylvania
$9K
HF
590
Halpern Financial
Virginia
$8.38K
EWA
591
Evolution Wealth Advisors
Florida
$8K -$12.4K -58 -60%
BWM
592
BerganKDV Wealth Management
Minnesota
$8K
TWA
593
TCI Wealth Advisors
Arizona
$8K
LWM
594
Liberty Wealth Management
California
$8K +$3.85K +18 +100%
EBA
595
Eagle Bay Advisors
New York
$7K -$19.5K -91 -71%
AF
596
Allworth Financial
California
$7K
FRA
597
Front Row Advisors
California
$7K
LC
598
Lindbrook Capital
California
$7K
RA
599
Resolute Advisors
California
$7K
BIA
600
Bell Investment Advisors
California
$7K +$7.28K +34 New

STE Hedge Fund Activity: Q3 2021 in Review

628 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q3 2021, worth a combined $18.3B — down 2.5% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new STE positions and 45 closed out — a net gain of 14 holders — while 214 added to existing stakes and 240 trimmed.

The largest buyer was Vanguard Group, adding an estimated $124M. The largest seller was Frontier Capital Management, exiting entirely with an estimated $63.9M sold.

  • 628 institutional investors held Steris (STE) as of Q3 2021, up from 623 in Q2 2021.
  • Funds reported $18.3B of Steris stock for Q3 2021, down 2.5% quarter-over-quarter.
  • 59 funds opened new Steris positions in Q3 2021 and 45 closed out, a net change of +14 holders.
  • The largest Steris buyer in Q3 2021 was Vanguard Group, an estimated $124M added.
  • The largest Steris seller in Q3 2021 was Frontier Capital Management, an estimated $63.9M sold.

Based on aggregated 13F filings for Q3 2021.