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648 hedge funds and large institutions have $17B invested in Steris in 2022 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 195 increasing their positions, 281 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

639% more call options, than puts

Call options by funds: $23.6M | Put options by funds: $3.19M

32% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 69

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

7% more capital invested

Capital invested by funds: $15.9B → $17B (+$1.12B)

2% more funds holding

Funds holding: 637648 (+11)

2.76% less ownership

Funds ownership: 95.6%92.84% (-2.8%)

31% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 281

Holders
648
Holders Change
+11
Holders Change %
+1.73%
% of All Funds
10.42%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
91
Increased
195
Reduced
281
Closed
69
Calls
$23.6M
Puts
$3.19M
Net Calls
+$20.4M
Net Calls Change
+$46.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
601
Accurate Wealth Management
Florida
$5.44K +$4.75K +27 New
LCM
602
Logan Capital Management
Pennsylvania
$5.17K
ZB
603
Zions Bancorporation
Utah
$5.17K -$5.8K -33 -54%
JWA
604
JFS Wealth Advisors
Pennsylvania
$5.17K -$1.41K -8 -22%
GFPC
605
Global Financial Private Client
Florida
$5.17K
HWMA
606
Heritage Wealth Management (Arizona)
Arizona
$5.17K +$2.46K +14 +100%
MPWT
607
MassMutual Private Wealth & Trust
Connecticut
$5K -$6.68K -38 -60%
VCM
608
Vigilant Capital Management
Maine
$5K
CCM
609
Cribstone Capital Management
Maine
$4.8K -$8.44K -48 -65%
EBA
610
Eagle Bay Advisors
New York
$4.8K -$176 -1 -4%
BBHC
611
Brown Brothers Harriman & Co
New York
$4.43K -$46.1K -262 -92%
GWM
612
Geneos Wealth Management
Colorado
$4.25K +$2.64K +15 +188%
EI
613
Ellevest Inc
New York
$4.06K -$20.9K -119 -84%
MCM
614
MV Capital Management
Maryland
$4.06K -$1.93K -11 -33%
SWA
615
Sutton Wealth Advisors
Florida
$3.88K +$2.11K +12 +133%
WPWM
616
Western Pacific Wealth Management
Illinois
$3.69K +$3.52K +20 New
RCM
617
Raleigh Capital Management
North Carolina
$3.51K -$1.93K -11 -37%
SC
618
Solstein Capital
California
$3.51K
CPG
619
Cornerstone Planning Group
New Jersey
$3.39K +$2.99K +17 New
AFS
620
Annapolis Financial Services
Maryland
$3.32K
SC
621
Schubert & Co
Texas
$3.14K +$1.58K +9 +113%
FMP
622
Financial Management Professionals
Texas
$3K
BHWM
623
Bay Harbor Wealth Management
Maryland
$3K +$352 +2 +17%
AWM
624
Abound Wealth Management
Tennessee
$2.96K +$1.76K +10 +167%
OC
625
Oakworth Capital
Alabama
$2.96K +$2.81K +16 New

STE Hedge Fund Activity: Q4 2022 in Review

648 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2022, worth a combined $17B — up 7.1% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new STE positions and 69 closed out — a net gain of 22 holders — while 195 added to existing stakes and 281 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $274M. The largest seller was Janus Henderson Group, cutting an estimated $419M.

  • 648 institutional investors held Steris (STE) as of Q4 2022, up from 637 in Q3 2022.
  • Funds reported $17B of Steris stock for Q4 2022, up 7.1% quarter-over-quarter.
  • 91 funds opened new Steris positions in Q4 2022 and 69 closed out, a net change of +22 holders.
  • The largest Steris buyer in Q4 2022 was Morgan Stanley, an estimated $274M added.
  • The largest Steris seller in Q4 2022 was Janus Henderson Group, an estimated $419M sold.

Based on aggregated 13F filings for Q4 2022.