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648 hedge funds and large institutions have $17B invested in Steris in 2022 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 195 increasing their positions, 281 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

639% more call options, than puts

Call options by funds: $23.6M | Put options by funds: $3.19M

32% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 69

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

7% more capital invested

Capital invested by funds: $15.9B → $17B (+$1.12B)

2% more funds holding

Funds holding: 637648 (+11)

2.76% less ownership

Funds ownership: 95.6%92.84% (-2.8%)

31% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 281

Holders
648
Holders Change
+11
Holders Change %
+1.73%
% of All Funds
10.42%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
91
Increased
195
Reduced
281
Closed
69
Calls
$23.6M
Puts
$3.19M
Net Calls
+$20.4M
Net Calls Change
+$46.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
576
Zullo Investment Group
Pennsylvania
$16.3K -$2.46K -14 -14%
HGERS
577
Householder Group Estate & Retirement Specialist
Arizona
$16K -$31.3K -178 -67%
SC
578
Sierra Capital
Florida
$15K -$1.23K -7 -8%
SOW
579
State of Wyoming
Wyoming
$14.4K -$2.11K -12 -13%
EARNEST Partners
580
EARNEST Partners
Georgia
$14.4K
Jones Financial Companies
581
Jones Financial Companies
Missouri
$14K +$13.4K +76 New
TWA
582
TCI Wealth Advisors
Arizona
$13.7K +$5.45K +31 +72%
BWP
583
Baldwin Wealth Partners
Massachusetts
$13.5K -$527 -3 -4%
TCOV
584
Trust Company of Vermont
Vermont
$13.1K -$6.86K -39 -35%
LC
585
Lindbrook Capital
California
$13.1K +$6.33K +36 +103%
EWA
586
EverSource Wealth Advisors
Alabama
$12.9K +$2.46K +14 +25%
BC
587
Barrett & Company
Rhode Island
$12.9K
CSPIA
588
Cary Street Partners Investment Advisory
Virginia
$12.7K +$12.1K +69 New
FMII
589
Farmers & Merchants Investments Inc
Nebraska
$12K
Loomis, Sayles & Company
590
Loomis, Sayles & Company
Massachusetts
$11K -$2.11K -12 -16%
QC
591
Quent Capital
New York
$10.7K -$27.6K -157 -73%
DIP
592
DT Investment Partners
Pennsylvania
$10.7K
BIA
593
Bell Investment Advisors
California
$10.2K -$1.58K -9 -14%
SWM
594
Sugarloaf Wealth Management
Georgia
$9.97K
USCWA
595
U.S. Capital Wealth Advisors
Texas
$9.64K +$9.14K +52 New
HIA
596
Harbor Investment Advisory
Maryland
$9.6K
MHR
597
Matthew Hamilton Rosenberg
$8.68K
MPCL
598
My Personal CFO LLC
Washington
$8.13K +$7.74K +44 New
BTI
599
Blue Trust Inc
Georgia
$8K -$1.05K -6 -12%
CT
600
Cambridge Trust
Massachusetts
$7K -$2.29K -13 -25%

STE Hedge Fund Activity: Q4 2022 in Review

648 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2022, worth a combined $17B — up 7.1% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new STE positions and 69 closed out — a net gain of 22 holders — while 195 added to existing stakes and 281 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $274M. The largest seller was Janus Henderson Group, cutting an estimated $419M.

  • 648 institutional investors held Steris (STE) as of Q4 2022, up from 637 in Q3 2022.
  • Funds reported $17B of Steris stock for Q4 2022, up 7.1% quarter-over-quarter.
  • 91 funds opened new Steris positions in Q4 2022 and 69 closed out, a net change of +22 holders.
  • The largest Steris buyer in Q4 2022 was Morgan Stanley, an estimated $274M added.
  • The largest Steris seller in Q4 2022 was Janus Henderson Group, an estimated $419M sold.

Based on aggregated 13F filings for Q4 2022.