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Steris
STE

621 hedge funds and large institutions have $17.8B invested in Steris in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 239 increasing their positions, 231 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,124% more call options, than puts

Call options by funds: $19M | Put options by funds: $1.55M

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

5% more capital invested

Capital invested by funds: $17B → $17.8B (+$859M)

1.45% more ownership

Funds ownership: 92.84% → 94.28% (+1.4%)

3% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 231

4% less funds holding

Funds holding: 648 → 621 (-27)

14% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 76

Holders
621
Holders Change
-27
Holders Change %
-4.17%
% of All Funds
9.9%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
65
Increased
239
Reduced
231
Closed
76
Calls
$19M
Puts
$1.55M
Net Calls
+$17.4M
Net Calls Change
-$3M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$197M
2
FPP
Findlay Park Partners
United Kingdom
+$102M
3
Morgan Stanley
Morgan Stanley
New York
+$93.6M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$92M
5
Marshall Wace
Marshall Wace
United Kingdom
+$87.1M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$184M
2
ESCM
Echo Street Capital Management
New York
-$87.2M
3
NHAS
Novo Holdings A/S
Denmark
-$86.4M
4
Select Equity Group
Select Equity Group
New York
-$36.5M
5
UCFA
United Capital Financial Advisors
Texas
-$30.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
601
SJS Investment Consulting
Ohio
$1.53K -$387 -2 -20%
GWM
602
Geneos Wealth Management
Colorado
$1.53K -$2.9K -15 -65%
Commonwealth Equity Services
603
Commonwealth Equity Services
Massachusetts
$1.44K -$46K -238 -3%
FP
604
Financial Perspectives
Minnesota
$1.38K – – –
DI
605
Disciplined Investments
Oklahoma
$1.15K -$580 -3 -33%
Lazard Asset Management
606
Lazard Asset Management
New York
$1K -$580 -3 -33%
FRA
607
Front Row Advisors
California
$1K – – –
PCM
608
Penserra Capital Management
California
$1K – – –
MFT
609
Moisand Fitzgerald Tamayo
Florida
$957 +$966 +5 New
AIC
610
Archer Investment Corporation
Indiana
$956 – – –
NSG
611
Nalls Sherbakoff Group
Tennessee
$944 +$966 +5 New
TWD
612
True Wealth Design
Ohio
$766 +$387 +2 +100%
BF
613
BOK Financial
Oklahoma
$574 -$411K -2,128 -100%
TCM
614
Tradewinds Capital Management
Washington
$574 – – –
CAC
615
Core Alternative Capital
Georgia
$574 +$580 +3 New
WPA
616
West Paces Advisors
Georgia
$574 +$580 +3 New
FGAM
617
Financial Gravity Asset Management
Texas
$544 +$1.16K +6 +3%
BBHC
618
Brown Brothers Harriman & Co
New York
$383 -$4.25K -22 -92%
WA
619
WestEnd Advisors
North Carolina
$191 -$193 -1 Closed
JWM
620
Janiczek Wealth Management
Colorado
$187 – – –
ESCM
621
Echo Street Capital Management
New York
– -$87.2M -472,035 Closed
NHAS
622
Novo Holdings A/S
Denmark
– -$86.4M -467,687 Closed
Voloridge Investment Management
623
Voloridge Investment Management
Florida
– -$23.6M -127,629 Closed
DIA
624
Dana Investment Advisors
Wisconsin
– -$10.8M -58,723 Closed
First Trust Advisors
625
First Trust Advisors
Illinois
– -$9.64M -52,182 Closed
23 24
25
26 27

STE Hedge Fund Activity: Q1 2023 in Review

621 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q1 2023, worth a combined $17.8B — up 5.1% from $17B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of STE and 65 opened new positions — a net loss of 11 holders — while 231 trimmed existing stakes and 239 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $197M. The largest seller was American Century Companies, cutting an estimated $184M.

  • 621 institutional investors held Steris (STE) as of Q1 2023, down from 648 in Q4 2022.
  • Funds reported $17.8B of Steris stock for Q1 2023, up 5.1% quarter-over-quarter.
  • 65 funds opened new Steris positions in Q1 2023 and 76 closed out, a net change of -11 holders.
  • The largest Steris buyer in Q1 2023 was Massachusetts Financial Services, an estimated $197M added.
  • The largest Steris seller in Q1 2023 was American Century Companies, an estimated $184M sold.

Based on aggregated 13F filings for Q1 2023.