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623 hedge funds and large institutions have $18.7B invested in Steris in 2021 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 271 increasing their positions, 168 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

78% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 49

61% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 168

21% more capital invested

Capital invested by funds: $15.5B → $18.7B (+$3.28B)

5% more funds holding

Funds holding: 591623 (+32)

3.22% less ownership

Funds ownership: 95.28%92.06% (-3.2%)

26% less call options, than puts

Call options by funds: $18.5M | Put options by funds: $24.9M

Holders
623
Holders Change
+32
Holders Change %
+5.41%
% of All Funds
10.84%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
87
Increased
271
Reduced
168
Closed
49
Calls
$18.5M
Puts
$24.9M
Net Calls
-$6.43M
Net Calls Change
-$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
601
Geneos Wealth Management
Colorado
$4K +$2.62K +13 +163%
FMP
602
Financial Management Professionals
Texas
$3K
HWMA
603
Heritage Wealth Management (Arizona)
Arizona
$3K +$2.82K +14 New
MCM
604
MV Capital Management
Maryland
$3K +$2.82K +14 New
SNT
605
Security National Trust
West Virginia
$3K +$2.82K +14 New
AssetMark Inc
606
AssetMark Inc
California
$2K -$6.85K -34 -76%
CWC
607
Carolinas Wealth Consulting
North Carolina
$2K -$403 -2 -14%
ACM
608
AUA Capital Management
Pennsylvania
$2K
EW
609
Evoke Wealth
California
$2K
SFSIG
610
San Francisco Sentry Investment Group
California
$2K
SIA
611
SkyView Investment Advisors
New Jersey
$2K
VCM
612
Versant Capital Management
Arizona
$2K
TCWA
613
Ten Capital Wealth Advisors
Washington
$2K +$1.61K +8 New
TFS
614
TrustCore Financial Services
Tennessee
$2K +$1.61K +8 New
SIM
615
Sonora Investment Management
Arizona
$2K +$1.81K +9 New
FFG
616
Ford Financial Group
California
$2K +$2.21K +11 New
GEA
617
Glen Eagle Advisors
New Jersey
$1.86K
SWA
618
Sutton Wealth Advisors
Florida
$1.86K
FP
619
Financial Perspectives
Minnesota
$1.47K +$1.41K +7 New
MGIM
620
M&G Investment Management
United Kingdom
$1.05K +$1.02M +5,079 New
PI
621
PEAK6 Investments
Illinois
$1K -$2.37M -11,756 -100%
CCC
622
Crescent Capital Consulting
Louisiana
$1K
LIM
623
Longfellow Investment Management
Massachusetts
$1K
TCM
624
Tradewinds Capital Management
Washington
$1K
WIM
625
Westside Investment Management
California
$887