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645 hedge funds and large institutions have $22.2B invested in Steris in 2022 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 212 increasing their positions, 252 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.52% more ownership

Funds ownership: 91.28%92.79% (+1.5%)

5% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 64

1% more capital invested

Capital invested by funds: $22B → $22.2B (+$286M)

1% less funds holding

Funds holding: 650645 (-5)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

16% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 252

17% less call options, than puts

Call options by funds: $21.8M | Put options by funds: $26.4M

Holders
645
Holders Change
-5
Holders Change %
-0.77%
% of All Funds
10.17%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
67
Increased
212
Reduced
252
Closed
64
Calls
$21.8M
Puts
$26.4M
Net Calls
-$4.61M
Net Calls Change
-$537K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
601
BerganKDV Wealth Management
Minnesota
$9K
FRA
602
Front Row Advisors
California
$9K
ZB
603
Zions Bancorporation
Utah
$9K +$695 +3 +9%
GCA
604
Greenwood Capital Associates
South Carolina
$8K -$1.73M -7,457 -100%
MAWCM
605
Mine & Arao Wealth Creation & Management
California
$8K
MPWT
606
MassMutual Private Wealth & Trust
Connecticut
$8K +$2.55K +11 +52%
JWA
607
JFS Wealth Advisors
Pennsylvania
$8K +$4.87K +21 +175%
GFPC
608
Global Financial Private Client
Florida
$6.94K
EI
609
Ellevest Inc
New York
$6K -$5.33K -23 -48%
BFC
610
Bedel Financial Consulting
Indiana
$5K
SC
611
Solstein Capital
California
$5K
EW
612
Evoke Wealth
California
$5K +$2.09K +9 +90%
COCM
613
Charter Oak Capital Management
New Hampshire
$5K +$4.64K +20 New
SWA
614
Sutton Wealth Advisors
Florida
$4.35K +$1.85K +8 +80%
AFS
615
Annapolis Financial Services
Maryland
$4K
EWA
616
EverSource Wealth Advisors
Alabama
$4K
FMP
617
Financial Management Professionals
Texas
$4K
S
618
Surevest
California
$4K
DHGWA
619
Dixon Hughes Goodman Wealth Advisors
North Carolina
$4K +$232 +1 +6%
CI
620
Cordant Inc
Oregon
$4K +$3.48K +15 New
IA
621
IndexIQ Advisors
New York
$4K +$3.71K +16 New
FGAM
622
Financial Gravity Asset Management
Texas
$3.26K +$951K +4,103 +153%
ACM
623
AUA Capital Management
Pennsylvania
$3K
VCM
624
Versant Capital Management
Arizona
$3K
Loomis, Sayles & Company
625
Loomis, Sayles & Company
Massachusetts
$3K +$2.78K +12 New

STE Hedge Fund Activity: Q1 2022 in Review

645 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q1 2022, worth a combined $22.2B — up 1.3% from $22B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new STE positions and 64 closed out — a net gain of 3 holders — while 212 added to existing stakes and 252 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $399M. The largest seller was Marshall Wace, cutting an estimated $124M.

  • 645 institutional investors held Steris (STE) as of Q1 2022, down from 650 in Q4 2021.
  • Funds reported $22.2B of Steris stock for Q1 2022, up 1.3% quarter-over-quarter.
  • 67 funds opened new Steris positions in Q1 2022 and 64 closed out, a net change of +3 holders.
  • The largest Steris buyer in Q1 2022 was T. Rowe Price Associates, an estimated $399M added.
  • The largest Steris seller in Q1 2022 was Marshall Wace, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2022.