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Steris
STE

621 hedge funds and large institutions have $17.8B invested in Steris in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 239 increasing their positions, 231 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,124% more call options, than puts

Call options by funds: $19M | Put options by funds: $1.55M

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

5% more capital invested

Capital invested by funds: $17B → $17.8B (+$859M)

1.45% more ownership

Funds ownership: 92.84% → 94.28% (+1.4%)

3% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 231

4% less funds holding

Funds holding: 648 → 621 (-27)

14% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 76

Holders
621
Holders Change
-27
Holders Change %
-4.17%
% of All Funds
9.9%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
65
Increased
239
Reduced
231
Closed
76
Calls
$19M
Puts
$1.55M
Net Calls
+$17.4M
Net Calls Change
-$3M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$197M
2
FPP
Findlay Park Partners
United Kingdom
+$102M
3
Morgan Stanley
Morgan Stanley
New York
+$93.6M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$92M
5
Marshall Wace
Marshall Wace
United Kingdom
+$87.1M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$184M
2
ESCM
Echo Street Capital Management
New York
-$87.2M
3
NHAS
Novo Holdings A/S
Denmark
-$86.4M
4
Select Equity Group
Select Equity Group
New York
-$36.5M
5
UCFA
United Capital Financial Advisors
Texas
-$30.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
576
MV Capital Management
Maryland
$6.7K +$2.51K +13 +59%
MIA
577
Milestone Investment Advisors
Wisconsin
$6.7K +$6.76K +35 New
FMP
578
Financial Management Professionals
Texas
$6K +$3.48K +18 +120%
SFG
579
Steward Financial Group
Texas
$6K +$4.25K +22 +169%
LCM
580
Logan Capital Management
Pennsylvania
$5.74K – – –
ZB
581
Zions Bancorporation
Utah
$5.36K – – –
GFPC
582
Global Financial Private Client
Florida
$5.33K – – –
VCM
583
Vigilant Capital Management
Maine
$5K – – –
EBA
584
Eagle Bay Advisors
New York
$4.59K -$387 -2 -8%
SWA
585
Sutton Wealth Advisors
Florida
$4.02K – – –
NC
586
NewSquare Capital
Pennsylvania
$4.02K +$4.06K +21 New
JWA
587
JFS Wealth Advisors
Pennsylvania
$3.83K -$1.55K -8 -29%
SC
588
Schubert & Co
Texas
$3.83K +$580 +3 +18%
GFWA
589
Grey Fox Wealth Advisors
Delaware
$3.83K +$3.87K +20 New
WPWM
590
Western Pacific Wealth Management
Illinois
$3.83K – – –
SC
591
Solstein Capital
California
$3.63K – – –
ANBT
592
American National Bank & Trust
Texas
$3.63K +$3.67K +19 New
AFS
593
Annapolis Financial Services
Maryland
$3.44K – – –
AWM
594
Abound Wealth Management
Tennessee
$3.06K – – –
OC
595
Oakworth Capital
Alabama
$3.06K – – –
CFO
596
CVA Family Office
Colorado
$2.87K +$966 +5 +50%
BWM
597
BerganKDV Wealth Management
Minnesota
$2.3K – – –
JGIA
598
Jackson Grant Investment Advisers
Connecticut
$2.1K +$2.13K +11 New
GEA
599
Glen Eagle Advisors
New Jersey
$1.72K – – –
VCM
600
Versant Capital Management
Arizona
$1.72K – – –
22 23
24
25 26

STE Hedge Fund Activity: Q1 2023 in Review

621 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q1 2023, worth a combined $17.8B — up 5.1% from $17B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of STE and 65 opened new positions — a net loss of 11 holders — while 231 trimmed existing stakes and 239 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $197M. The largest seller was American Century Companies, cutting an estimated $184M.

  • 621 institutional investors held Steris (STE) as of Q1 2023, down from 648 in Q4 2022.
  • Funds reported $17.8B of Steris stock for Q1 2023, up 5.1% quarter-over-quarter.
  • 65 funds opened new Steris positions in Q1 2023 and 76 closed out, a net change of -11 holders.
  • The largest Steris buyer in Q1 2023 was Massachusetts Financial Services, an estimated $197M added.
  • The largest Steris seller in Q1 2023 was American Century Companies, an estimated $184M sold.

Based on aggregated 13F filings for Q1 2023.