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637 hedge funds and large institutions have $15.9B invested in Steris in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 258 increasing their positions, 228 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 228

3.15% more ownership

Funds ownership: 92.45%95.6% (+3.1%)

4% less funds holding

Funds holding: 665637 (-28)

16% less capital invested

Capital invested by funds: $19B → $15.9B (-$3.09B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

22% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 81

75% less call options, than puts

Call options by funds: $8.51M | Put options by funds: $34.6M

Holders
637
Holders Change
-28
Holders Change %
-4.21%
% of All Funds
10.97%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
63
Increased
258
Reduced
228
Closed
81
Calls
$8.51M
Puts
$34.6M
Net Calls
-$26M
Net Calls Change
-$37.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EBA
601
Eagle Bay Advisors
New York
$4K +$814 +4 +17%
BCM
602
Bourgeon Capital Management
Connecticut
$4K +$5.09K +25 New
BWM
603
BerganKDV Wealth Management
Minnesota
$3K -$4.07K -20 -51%
AFS
604
Annapolis Financial Services
Maryland
$3K
SC
605
Solstein Capital
California
$3K
CCM
606
Covington Capital Management
California
$3K +$3.46K +17 New
MCC
607
Money Concepts Capital
Florida
$3K +$4.07K +20 New
EW
608
Evoke Wealth
California
$2K -$5.29K -26 -70%
ACM
609
AUA Capital Management
Pennsylvania
$2K
FMP
610
Financial Management Professionals
Texas
$2K
HWMA
611
Heritage Wealth Management (Arizona)
Arizona
$2K
BHWM
612
Bay Harbor Wealth Management
Maryland
$2K +$2.44K +12 New
SWA
613
Sutton Wealth Advisors
Florida
$1.5K -$814 -4 -31%
GEA
614
Glen Eagle Advisors
New Jersey
$1.5K
FP
615
Financial Perspectives
Minnesota
$1.19K
Lazard Asset Management
616
Lazard Asset Management
New York
$1K -$2.85K -14 -54%
SC
617
Schubert & Co
Texas
$1K -$2.04K -10 -56%
VCM
618
Versant Capital Management
Arizona
$1K -$407 -2 -18%
DI
619
Disciplined Investments
Oklahoma
$1K -$203 -1 -17%
WWM
620
Wolff Wiese Magana
California
$1K -$203 -1 -17%
GWM
621
Geneos Wealth Management
Colorado
$1K
CAL
622
Capital Advisors Ltd
Ohio
$1K +$407 +2 +33%
SIC
623
SJS Investment Consulting
Ohio
$1K +$1.02K +5 New
SCA
624
Stonebridge Capital Advisors
Minnesota
$1K +$1.22K +6 New
GI
625
Gradient Investments
Minnesota
$1K +$1.83K +9 New

STE Hedge Fund Activity: Q3 2022 in Review

637 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q3 2022, worth a combined $15.9B — down 16% from $19B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of STE and 63 opened new positions — a net loss of 18 holders — while 228 trimmed existing stakes and 258 added.

The largest buyer was Janus Henderson Group, adding an estimated $475M. The largest seller was Marshall Wace, cutting an estimated $104M.

  • 637 institutional investors held Steris (STE) as of Q3 2022, down from 665 in Q2 2022.
  • Funds reported $15.9B of Steris stock for Q3 2022, down 16% quarter-over-quarter.
  • 63 funds opened new Steris positions in Q3 2022 and 81 closed out, a net change of -18 holders.
  • The largest Steris buyer in Q3 2022 was Janus Henderson Group, an estimated $475M added.
  • The largest Steris seller in Q3 2022 was Marshall Wace, an estimated $104M sold.

Based on aggregated 13F filings for Q3 2022.