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706 hedge funds and large institutions have $21.5B invested in Steris in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 252 increasing their positions, 263 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,851% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $2.42M

75% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $20.3B → $21.5B (+$1.15B)

5.43% more ownership

Funds ownership: 93.68%99.11% (+5.4%)

4% more funds holding

Funds holding: 682706 (+24)

4% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 263

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
706
Holders Change
+24
Holders Change %
+3.52%
% of All Funds
10.29%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
84
Increased
252
Reduced
263
Closed
48
Calls
$47.2M
Puts
$2.42M
Net Calls
+$44.8M
Net Calls Change
+$439K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
576
Steph & Co
Wisconsin
$148K
WIA
577
Wetzel Investment Advisors
Indiana
$135K +$129K +612 New
CFGS
578
Concourse Financial Group Securities
Alabama
$135K +$18.6K +88 +17%
Qube Research & Technologies (QRT)
579
Qube Research & Technologies (QRT)
United Kingdom
$131K
RAM
580
Ramirez Asset Management
New York
$131K
SGC
581
Slocum, Gordon & Co
Rhode Island
$129K
NIMI
582
Natixis Investment Managers International
France
$125K
AF
583
Allworth Financial
California
$117K -$2.96K -14 -3%
GRP
584
Global Retirement Partners
California
$115K -$634 -3 -0.6%
SIM
585
Sentry Investment Management
Wisconsin
$115K -$11.8K -56 -10%
GWMIA
586
Global Wealth Management Investment Advisory
Florida
$110K +$58.2K +275 +122%
GI
587
GAMMA Investing
California
$110K +$106K +502 New
Twin Tree Management
588
Twin Tree Management
Texas
$108K -$19.2K -91 -16%
KFI
589
Key Financial Inc
Pennsylvania
$107K
PCM
590
Penserra Capital Management
California
$100K -$20.1K -95 -17%
VWM
591
Venturi Wealth Management
Texas
$98.1K +$634 +3 +0.7%
PPC
592
Park Place Capital
Alabama
$97.4K -$211 -1 -0.2%
IA
593
IFP Advisors
Florida
$95.6K -$36.8K -174 -29%
AA
594
Alta Advisers
United Kingdom
$87.9K
MPWT
595
MassMutual Private Wealth & Trust
Connecticut
$86.6K -$6.56K -31 -7%
EWA
596
EverSource Wealth Advisors
Alabama
$75.7K +$5.5K +26 +8%
ADL
597
Asset Dedication LLC
California
$74K
CCM
598
Chilton Capital Management
Texas
$73.9K -$20.5K -97 -22%
AF
599
Advisornet Financial
Minnesota
$68.4K +$38.9K +184 +145%
HI
600
Harbour Investments
Wisconsin
$62.2K +$9.73K +46 +19%

STE Hedge Fund Activity: Q4 2023 in Review

706 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2023, worth a combined $21.5B — up 5.7% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new STE positions and 48 closed out — a net gain of 36 holders — while 252 added to existing stakes and 263 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $817M. The largest seller was WCM Investment Management, cutting an estimated $119M.

  • 706 institutional investors held Steris (STE) as of Q4 2023, up from 682 in Q3 2023.
  • Funds reported $21.5B of Steris stock for Q4 2023, up 5.7% quarter-over-quarter.
  • 84 funds opened new Steris positions in Q4 2023 and 48 closed out, a net change of +36 holders.
  • The largest Steris buyer in Q4 2023 was Morgan Stanley, an estimated $817M added.
  • The largest Steris seller in Q4 2023 was WCM Investment Management, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2023.