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650 hedge funds and large institutions have $22B invested in Steris in 2021 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 239 increasing their positions, 208 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

49% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 67

20% more capital invested

Capital invested by funds: $18.3B → $22B (+$3.7B)

15% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 208

4% more funds holding

Funds holding: 628650 (+22)

0.73% more ownership

Funds ownership: 90.55%91.28% (+0.73%)

21% less call options, than puts

Call options by funds: $15.5M | Put options by funds: $19.6M

Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
10%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.12%
New
100
Increased
239
Reduced
208
Closed
67
Calls
$15.5M
Puts
$19.6M
Net Calls
-$4.07M
Net Calls Change
+$5.42M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
601
BerganKDV Wealth Management
Minnesota
$9K
FRA
602
Front Row Advisors
California
$9K
MCM
603
MV Capital Management
Maryland
$8K +$1.14K +5 +17%
ZB
604
Zions Bancorporation
Utah
$8K +$2.06K +9 +36%
MAWCM
605
Mine & Arao Wealth Creation & Management
California
$8K +$7.77K +34 New
CFO
606
CVA Family Office
Colorado
$7K +$6.85K +30 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
607
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7K +$6.85K +30 New
STCOSD
608
Sageworth Trust Company of South Dakota
South Dakota
$7K +$6.85K +30 New
GFPC
609
Global Financial Private Client
Florida
$6.82K
GWM
610
Geneos Wealth Management
Colorado
$6K +$1.37K +6 +29%
AWA
611
Amplius Wealth Advisors
Pennsylvania
$6K +$6.4K +28 New
EBA
612
Eagle Bay Advisors
New York
$5K -$4.34K -19 -50%
BFC
613
Bedel Financial Consulting
Indiana
$5K
SC
614
Solstein Capital
California
$5K
CAL
615
Capital Advisors Ltd
Ohio
$5K +$228 +1 +5%
MPWT
616
MassMutual Private Wealth & Trust
Connecticut
$5K +$1.14K +5 +31%
VRM
617
Vectors Research Management
New York
$5K +$4.8K +21 New
AFS
618
Annapolis Financial Services
Maryland
$4K
FMP
619
Financial Management Professionals
Texas
$4K
EWA
620
EverSource Wealth Advisors
Alabama
$4K +$3.66K +16 New
S
621
Surevest
California
$4K +$3.66K +16 New
DHGWA
622
Dixon Hughes Goodman Wealth Advisors
North Carolina
$4K +$3.88K +17 New
ACM
623
AUA Capital Management
Pennsylvania
$3K
CFB
624
Cullen/Frost Bankers
Texas
$3K
VCM
625
Versant Capital Management
Arizona
$3K

STE Hedge Fund Activity: Q4 2021 in Review

650 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2021, worth a combined $22B — up 20% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new STE positions and 67 closed out — a net gain of 33 holders — while 239 added to existing stakes and 208 trimmed.

The largest buyer was Marshall Wace, adding an estimated $256M. The largest seller was Generation Investment Management, cutting an estimated $146M.

  • 650 institutional investors held Steris (STE) as of Q4 2021, up from 628 in Q3 2021.
  • Funds reported $22B of Steris stock for Q4 2021, up 20% quarter-over-quarter.
  • 100 funds opened new Steris positions in Q4 2021 and 67 closed out, a net change of +33 holders.
  • The largest Steris buyer in Q4 2021 was Marshall Wace, an estimated $256M added.
  • The largest Steris seller in Q4 2021 was Generation Investment Management, an estimated $146M sold.

Based on aggregated 13F filings for Q4 2021.