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Steris
STE

Overview Fund Activity

626 hedge funds and large institutions have $18.2B invested in Steris in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 213 increasing their positions, 239 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+5
Holders Change %
+0.81%
% 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
213
Reduced
239
Closed
45
Calls
$12.3M
Puts
$21.8M
Net Calls
-$9.49M
Net Calls Change
-$3.07M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.31B
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$89.6M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$181M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$159M
5
MWNA
5
Marshall Wace North America
New York
$214M

Top Sellers

1
FCM
1
Frontier Capital Management
Massachusetts
$0
2
ACM
2
Alta Capital Management
Utah
$49.1M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$2.06M
4
Charles Schwab
4
Charles Schwab
California
$92M
5
Citadel Advisors
5
Citadel Advisors
Florida
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
601
Zions Bancorporation
Utah
$5K -$851K -4,253 -99%
AFG
602
Albion Financial Group
Utah
$5K – – –
BFC
603
Bedel Financial Consulting
Indiana
$5K – – –
GWM
604
Geneos Wealth Management
Colorado
$4K – – –
CAL
605
Capital Advisors Ltd
Ohio
$4K – – –
SC
606
Solstein Capital
California
$4K – – –
AFS
607
Annapolis Financial Services
Maryland
$4K – – –
Nisa Investment Advisors
608
Nisa Investment Advisors
Missouri
$3.24K -$840 -4,111 -21%
CFB
609
Cullen/Frost Bankers
Texas
$3K -$297K -1,384 -99%
SNT
610
Security National Trust
West Virginia
$3K – – –
FMP
611
Financial Management Professionals
Texas
$3K – – –
HWMA
612
Heritage Wealth Management (Arizona)
Arizona
$3K – – –
JCM
613
Jacobi Capital Management
Pennsylvania
$3K +$3K +14 New
MPWT
614
MassMutual Private Wealth & Trust
Connecticut
$3K +$3K +16 New
SWA
615
Sutton Wealth Advisors
Florida
$2.04K +$204 +1 +11%
CWC
616
Carolinas Wealth Consulting
North Carolina
$2K -$667 -3 -25%
VCM
617
Versant Capital Management
Arizona
$2K – – –
ACM
618
AUA Capital Management
Pennsylvania
$2K – – –
EW
619
Evoke Wealth
California
$2K – – –
TCWA
620
Ten Capital Wealth Advisors
Washington
$2K – – –
SIM
621
Sonora Investment Management
Arizona
$2K – – –
GEA
622
Glen Eagle Advisors
New Jersey
$1.84K – – –
FP
623
Financial Perspectives
Minnesota
$1.45K – – –
MGIM
624
M&G Investment Management
United Kingdom
$1.21K +$169 +829 +16%
TCM
625
Tradewinds Capital Management
Washington
$1K – – –
23 24
25
26 27