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650 hedge funds and large institutions have $22B invested in Steris in 2021 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 239 increasing their positions, 208 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

49% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 67

20% more capital invested

Capital invested by funds: $18.3B → $22B (+$3.7B)

15% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 208

4% more funds holding

Funds holding: 628650 (+22)

0.73% more ownership

Funds ownership: 90.55%91.28% (+0.73%)

21% less call options, than puts

Call options by funds: $15.5M | Put options by funds: $19.6M

Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
10%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.12%
New
100
Increased
239
Reduced
208
Closed
67
Calls
$15.5M
Puts
$19.6M
Net Calls
-$4.07M
Net Calls Change
+$5.42M
Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
576
EARNEST Partners
Georgia
$19K
LF
577
Lee Financial
Texas
$19K
SFA
578
Semmax Financial Advisors
North Carolina
$19K +$228 +1 +1%
Manulife (Manufacturers Life Insurance)
579
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18K -$3.9M -17,076 -19%
CCM
580
Cribstone Capital Management
Maine
$18K -$91.4K -400 -84%
HWM
581
Holloway Wealth Management
Florida
$18K
BWP
582
Baldwin Wealth Partners
Massachusetts
$18K +$1.83K +8 +12%
Jones Financial Companies
583
Jones Financial Companies
Missouri
$18K +$4.57K +20 +38%
JRFS
584
James Reed Financial Services
Ohio
$17K +$16K +70 New
WBC
585
West Branch Capital
Massachusetts
$17K +$16K +70 New
DFCM
586
Dark Forest Capital Management
Puerto Rico
$16K -$4.8K -21 -25%
CA
587
Crewe Advisors
Utah
$16K
VCM
588
Vigilant Capital Management
Maine
$14K
JFA
589
JNBA Financial Advisors
Minnesota
$14K +$13.5K +59 New
GWSG
590
GPS Wealth Strategies Group
Colorado
$13K
HIA
591
Harbor Investment Advisory
Maryland
$13K
SWM
592
Sugarloaf Wealth Management
Georgia
$13K
BIA
593
Bell Investment Advisors
California
$13K +$4.8K +21 +62%
LC
594
Lindbrook Capital
California
$13K +$4.8K +21 +64%
EI
595
Ellevest Inc
New York
$12K -$59.2K -259 -84%
LCM
596
Logan Capital Management
Pennsylvania
$11K +$10.3K +45 New
TWA
597
TCI Wealth Advisors
Arizona
$10K
ZIG
598
Zullo Investment Group
Pennsylvania
$10K +$9.82K +43 New
HF
599
Halpern Financial
Virginia
$9.98K
SCA
600
Snowden Capital Advisors
New York
$9K -$481K -2,107 -98%

STE Hedge Fund Activity: Q4 2021 in Review

650 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2021, worth a combined $22B — up 20% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new STE positions and 67 closed out — a net gain of 33 holders — while 239 added to existing stakes and 208 trimmed.

The largest buyer was Marshall Wace, adding an estimated $256M. The largest seller was Generation Investment Management, cutting an estimated $146M.

  • 650 institutional investors held Steris (STE) as of Q4 2021, up from 628 in Q3 2021.
  • Funds reported $22B of Steris stock for Q4 2021, up 20% quarter-over-quarter.
  • 100 funds opened new Steris positions in Q4 2021 and 67 closed out, a net change of +33 holders.
  • The largest Steris buyer in Q4 2021 was Marshall Wace, an estimated $256M added.
  • The largest Steris seller in Q4 2021 was Generation Investment Management, an estimated $146M sold.

Based on aggregated 13F filings for Q4 2021.