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657 hedge funds and large institutions have $20.8B invested in Steris in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 233 increasing their positions, 243 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

671% more call options, than puts

Call options by funds: $36.6M | Put options by funds: $4.75M

91% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 43

16% more capital invested

Capital invested by funds: $17.8B → $20.8B (+$2.92B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more funds holding

Funds holding: 621657 (+36)

0.33% less ownership

Funds ownership: 94.28%93.95% (-0.33%)

4% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 243

Holders
657
Holders Change
+36
Holders Change %
+5.8%
% of All Funds
10.32%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
82
Increased
233
Reduced
243
Closed
43
Calls
$36.6M
Puts
$4.75M
Net Calls
+$31.9M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WTG
576
West Tower Group
Virginia
$32.4K +$28.8K +144 New
FA
577
Fiduciary Alliance
South Carolina
$31.5K +$28K +140 New
AF
578
Advisornet Financial
Minnesota
$30.8K +$1.4K +7 +5%
HWM
579
HighMark Wealth Management
Minnesota
$30.1K
SSG
580
Summit Securities Group
New York
$29K -$13K -65 -34%
HCA
581
Harbor Capital Advisors
Illinois
$25.6K +$22.8K +114 New
CWA
582
Clearview Wealth Advisors
Oregon
$24.3K +$200 +1 +0.9%
SWM
583
Spire Wealth Management
Virginia
$24.1K +$1.4K +7 +7%
SIS
584
Sound Income Strategies
Florida
$23.6K +$21K +105 New
SOW
585
State of Wyoming
Wyoming
$22K +$3.8K +19 +24%
NFSG
586
Newbridge Financial Services Group
Florida
$21.7K +$200 +1 +1%
LC
587
Lindbrook Capital
California
$21.1K +$8.8K +44 +88%
CA
588
Centerpoint Advisors
Massachusetts
$21K
JFGIW
589
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K
EARNEST Partners
590
EARNEST Partners
Georgia
$17.5K
CCA
591
Column Capital Advisors
Indiana
$16.9K
OC
592
Oakworth Capital
Alabama
$16.9K +$11.8K +59 +369%
BWP
593
Baldwin Wealth Partners
Massachusetts
$16.4K
KFS
594
Kelly Financial Services
Massachusetts
$16K +$5K +25 +54%
IGWM
595
ICA Group Wealth Management
Colorado
$15.7K
DAM
596
Delta Asset Management
Tennessee
$15.3K
FMII
597
Farmers & Merchants Investments Inc
Nebraska
$14.6K
FCAG
598
First Capital Advisors Group
New Jersey
$14.6K +$13K +65 New
QC
599
Quent Capital
New York
$14.2K
DIP
600
DT Investment Partners
Pennsylvania
$13K

STE Hedge Fund Activity: Q2 2023 in Review

657 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q2 2023, worth a combined $20.8B — up 16% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new STE positions and 43 closed out — a net gain of 39 holders — while 233 added to existing stakes and 243 trimmed.

The largest buyer was Sustainable Growth Advisers, adding an estimated $88.9M. The largest seller was Select Equity Group, cutting an estimated $83.1M.

  • 657 institutional investors held Steris (STE) as of Q2 2023, up from 621 in Q1 2023.
  • Funds reported $20.8B of Steris stock for Q2 2023, up 16% quarter-over-quarter.
  • 82 funds opened new Steris positions in Q2 2023 and 43 closed out, a net change of +39 holders.
  • The largest Steris buyer in Q2 2023 was Sustainable Growth Advisers, an estimated $88.9M added.
  • The largest Steris seller in Q2 2023 was Select Equity Group, an estimated $83.1M sold.

Based on aggregated 13F filings for Q2 2023.