We are live on ! Find out more

628 hedge funds and large institutions have $18.3B invested in Steris in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 214 increasing their positions, 240 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 45

1% more funds holding

Funds holding: 623628 (+5)

3% less capital invested

Capital invested by funds: $18.7B → $18.3B (-$470M)

1.51% less ownership

Funds ownership: 92.06%90.55% (-1.5%)

11% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 240

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

44% less call options, than puts

Call options by funds: $12.3M | Put options by funds: $21.8M

Holders
628
Holders Change
+5
Holders Change %
+0.8%
% of All Funds
10.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
59
Increased
214
Reduced
240
Closed
45
Calls
$12.3M
Puts
$21.8M
Net Calls
-$9.49M
Net Calls Change
-$3.07M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
601
MV Capital Management
Maryland
$6K +$3.21K +15 +107%
GFPC
602
Global Financial Private Client
Florida
$5.81K
ZB
603
Zions Bancorporation
Utah
$5K -$910K -4,253 -99%
AFG
604
Albion Financial Group
Utah
$5K
BFC
605
Bedel Financial Consulting
Indiana
$5K
AFS
606
Annapolis Financial Services
Maryland
$4K
CAL
607
Capital Advisors Ltd
Ohio
$4K
GWM
608
Geneos Wealth Management
Colorado
$4K
SC
609
Solstein Capital
California
$4K
Nisa Investment Advisors
610
Nisa Investment Advisors
Missouri
$3.24K -$880K -4,111 -21%
CFB
611
Cullen/Frost Bankers
Texas
$3K -$296K -1,384 -99%
FMP
612
Financial Management Professionals
Texas
$3K
HWMA
613
Heritage Wealth Management (Arizona)
Arizona
$3K
SNT
614
Security National Trust
West Virginia
$3K
JCM
615
Jacobi Capital Management
Pennsylvania
$3K +$3K +14 New
MPWT
616
MassMutual Private Wealth & Trust
Connecticut
$3K +$3.42K +16 New
SWA
617
Sutton Wealth Advisors
Florida
$2.04K +$214 +1 +11%
CWC
618
Carolinas Wealth Consulting
North Carolina
$2K -$642 -3 -25%
ACM
619
AUA Capital Management
Pennsylvania
$2K
EW
620
Evoke Wealth
California
$2K
SIM
621
Sonora Investment Management
Arizona
$2K
TCWA
622
Ten Capital Wealth Advisors
Washington
$2K
VCM
623
Versant Capital Management
Arizona
$2K
GEA
624
Glen Eagle Advisors
New Jersey
$1.84K
FP
625
Financial Perspectives
Minnesota
$1.45K

STE Hedge Fund Activity: Q3 2021 in Review

628 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q3 2021, worth a combined $18.3B — down 2.5% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new STE positions and 45 closed out — a net gain of 14 holders — while 214 added to existing stakes and 240 trimmed.

The largest buyer was Vanguard Group, adding an estimated $124M. The largest seller was Frontier Capital Management, exiting entirely with an estimated $63.9M sold.

  • 628 institutional investors held Steris (STE) as of Q3 2021, up from 623 in Q2 2021.
  • Funds reported $18.3B of Steris stock for Q3 2021, down 2.5% quarter-over-quarter.
  • 59 funds opened new Steris positions in Q3 2021 and 45 closed out, a net change of +14 holders.
  • The largest Steris buyer in Q3 2021 was Vanguard Group, an estimated $124M added.
  • The largest Steris seller in Q3 2021 was Frontier Capital Management, an estimated $63.9M sold.

Based on aggregated 13F filings for Q3 2021.