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657 hedge funds and large institutions have $20.8B invested in Steris in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 233 increasing their positions, 243 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

671% more call options, than puts

Call options by funds: $36.6M | Put options by funds: $4.75M

91% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 43

16% more capital invested

Capital invested by funds: $17.8B → $20.8B (+$2.92B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more funds holding

Funds holding: 621657 (+36)

0.33% less ownership

Funds ownership: 94.28%93.95% (-0.33%)

4% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 243

Holders
657
Holders Change
+36
Holders Change %
+5.8%
% of All Funds
10.32%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
82
Increased
233
Reduced
243
Closed
43
Calls
$36.6M
Puts
$4.75M
Net Calls
+$31.9M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SVCP
601
Silicon Valley Capital Partners
California
$12.9K +$11.4K +57 New
SWM
602
Sugarloaf Wealth Management
Georgia
$12.1K
HIA
603
Harbor Investment Advisory
Maryland
$11.7K
SC
604
SouthState Corp
Florida
$11.2K -$117K -583 -92%
MHR
605
Matthew Hamilton Rosenberg
$10.6K
BIA
606
Bell Investment Advisors
California
$9.22K +$1K +5 +14%
CT
607
Cambridge Trust
Massachusetts
$9K
MCM
608
MV Capital Management
Maryland
$8.32K +$400 +2 +6%
TAM
609
Tucker Asset Management
Colorado
$8.32K
FDCC
610
Foster Dykema Cabot & Co
Massachusetts
$8K +$7.4K +37 New
CFO
611
CVA Family Office
Colorado
$7.87K +$4K +20 +133%
JWA
612
JFS Wealth Advisors
Pennsylvania
$7.65K +$2.8K +14 +70%
FMP
613
Financial Management Professionals
Texas
$7K
LCM
614
Logan Capital Management
Pennsylvania
$6.75K
FCB
615
First Command Bank
Texas
$6.75K +$6K +30 New
FCFS
616
First Command Financial Services
Texas
$6.75K +$6K +30 New
ZB
617
Zions Bancorporation
Utah
$6.3K
GFPC
618
Global Financial Private Client
Florida
$6.14K
VCM
619
Vigilant Capital Management
Maine
$6K
SWA
620
Sutton Wealth Advisors
Florida
$4.72K
WPWM
621
Western Pacific Wealth Management
Illinois
$4.5K
SC
622
Solstein Capital
California
$4.28K
EBA
623
Eagle Bay Advisors
New York
$4.05K -$1.2K -6 -25%
AFS
624
Annapolis Financial Services
Maryland
$4.05K
TSWM
625
Tyler-Stone Wealth Management
Ohio
$4K +$3.4K +17 New

STE Hedge Fund Activity: Q2 2023 in Review

657 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q2 2023, worth a combined $20.8B — up 16% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new STE positions and 43 closed out — a net gain of 39 holders — while 233 added to existing stakes and 243 trimmed.

The largest buyer was Sustainable Growth Advisers, adding an estimated $88.9M. The largest seller was Select Equity Group, cutting an estimated $83.1M.

  • 657 institutional investors held Steris (STE) as of Q2 2023, up from 621 in Q1 2023.
  • Funds reported $20.8B of Steris stock for Q2 2023, up 16% quarter-over-quarter.
  • 82 funds opened new Steris positions in Q2 2023 and 43 closed out, a net change of +39 holders.
  • The largest Steris buyer in Q2 2023 was Sustainable Growth Advisers, an estimated $88.9M added.
  • The largest Steris seller in Q2 2023 was Select Equity Group, an estimated $83.1M sold.

Based on aggregated 13F filings for Q2 2023.