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637 hedge funds and large institutions have $15.9B invested in Steris in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 258 increasing their positions, 228 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 228

3.15% more ownership

Funds ownership: 92.45%95.6% (+3.1%)

4% less funds holding

Funds holding: 665637 (-28)

16% less capital invested

Capital invested by funds: $19B → $15.9B (-$3.09B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

22% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 81

75% less call options, than puts

Call options by funds: $8.51M | Put options by funds: $34.6M

Holders
637
Holders Change
-28
Holders Change %
-4.21%
% of All Funds
10.97%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
63
Increased
258
Reduced
228
Closed
81
Calls
$8.51M
Puts
$34.6M
Net Calls
-$26M
Net Calls Change
-$37.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
576
Bell Investment Advisors
California
$11K -$1.42K -7 -10%
ZB
577
Zions Bancorporation
Utah
$10K -$1.83K -9 -13%
LF
578
Lee Financial
Texas
$10K -$1.02K -5 -8%
MPWT
579
MassMutual Private Wealth & Trust
Connecticut
$10K +$407 +2 +3%
BTI
580
Blue Trust Inc
Georgia
$10K +$814 +4 +9%
DIP
581
DT Investment Partners
Pennsylvania
$10K +$11.8K +58 New
CT
582
Cambridge Trust
Massachusetts
$9K
HIA
583
Harbor Investment Advisory
Maryland
$9K
SWM
584
Sugarloaf Wealth Management
Georgia
$9K
EWA
585
EverSource Wealth Advisors
Alabama
$9K +$8.95K +44 +367%
MHR
586
Matthew Hamilton Rosenberg
$8K +$814 +4 +9%
PK
587
Pflug Koory
Nebraska
$8K +$10.2K +50 New
TWA
588
TCI Wealth Advisors
Arizona
$7K +$610 +3 +8%
TFS
589
TrustCore Financial Services
Tennessee
$7K +$8.34K +41 New
LC
590
Lindbrook Capital
California
$6K -$4.27K -21 -38%
JWA
591
JFS Wealth Advisors
Pennsylvania
$6K +$3.66K +18 +100%
S
592
Surevest
California
$6K +$4.07K +20 +125%
LCM
593
Logan Capital Management
Pennsylvania
$5K -$9.16K -45 -60%
MCM
594
MV Capital Management
Maryland
$5K +$814 +4 +14%
RCM
595
Raleigh Capital Management
North Carolina
$5K +$6.11K +30 New
GFPC
596
Global Financial Private Client
Florida
$4.76K
PI
597
PFS Investments
Georgia
$4.01K +$4.91M +24,115 New
CFO
598
CVA Family Office
Colorado
$4K -$37.6K -185 -88%
VCM
599
Vigilant Capital Management
Maine
$4K -$6.51K -32 -56%
FRA
600
Front Row Advisors
California
$4K -$2.24K -11 -34%

STE Hedge Fund Activity: Q3 2022 in Review

637 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q3 2022, worth a combined $15.9B — down 16% from $19B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of STE and 63 opened new positions — a net loss of 18 holders — while 228 trimmed existing stakes and 258 added.

The largest buyer was Janus Henderson Group, adding an estimated $475M. The largest seller was Marshall Wace, cutting an estimated $104M.

  • 637 institutional investors held Steris (STE) as of Q3 2022, down from 665 in Q2 2022.
  • Funds reported $15.9B of Steris stock for Q3 2022, down 16% quarter-over-quarter.
  • 63 funds opened new Steris positions in Q3 2022 and 81 closed out, a net change of -18 holders.
  • The largest Steris buyer in Q3 2022 was Janus Henderson Group, an estimated $475M added.
  • The largest Steris seller in Q3 2022 was Marshall Wace, an estimated $104M sold.

Based on aggregated 13F filings for Q3 2022.