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706 hedge funds and large institutions have $21.5B invested in Steris in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 252 increasing their positions, 263 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,851% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $2.42M

75% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $20.3B → $21.5B (+$1.15B)

5.43% more ownership

Funds ownership: 93.68%99.11% (+5.4%)

4% more funds holding

Funds holding: 682706 (+24)

4% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 263

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
706
Holders Change
+24
Holders Change %
+3.52%
% of All Funds
10.29%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
84
Increased
252
Reduced
263
Closed
48
Calls
$47.2M
Puts
$2.42M
Net Calls
+$44.8M
Net Calls Change
+$439K
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
601
Larson Financial Group
Missouri
$56.1K +$423 +2 +0.8%
NS
602
NBC Securities
Alabama
$50K -$423 -2 -0.9%
SWM
603
Spire Wealth Management
Virginia
$45K +$20.1K +95 +88%
BF
604
BOK Financial
Oklahoma
$44.6K +$42.1K +199 +4,975%
PFPT
605
Pinnacle Financial Partners (Tennessee)
Tennessee
$44K
PFBT
606
Parkside Financial Bank & Trust
Missouri
$43.5K -$6.34K -30 -13%
Capstone Investment Advisors
607
Capstone Investment Advisors
New York
$40.7K -$581K -2,748 -94%
DGAM
608
Desjardins Global Asset Management
Quebec, Canada
$39.4K +$634 +3 +2%
GWS
609
Glassman Wealth Services
Virginia
$38K +$36.6K +173 New
PP
610
Pingora Partners
Wyoming
$36.9K +$35.5K +168 New
SOW
611
State of Wyoming
Wyoming
$36.1K +$4.02K +19 +13%
VAG
612
VisionPoint Advisory Group
Texas
$34.3K +$33K +156 New
WTG
613
West Tower Group
Virginia
$34.1K +$31.5K +149 +2,483%
OA
614
Operose Advisors
Wisconsin
$33.6K -$221K -1,044 -87%
ASN
615
Advisory Services Network
Georgia
$32.3K +$31.1K +147 New
HWM
616
HighMark Wealth Management
Minnesota
$29.6K +$211 +1 +0.7%
PIM
617
Plato Investment Management
Australia
$29K +$27.9K +132 New
CCA
618
Catalyst Capital Advisors
New York
$27.3K +$1.9K +9 +8%
MRC
619
Millburn Ridgefield Corp
New York
$27.3K +$1.9K +9 +8%
MSWM
620
Mowery & Schoenfeld Wealth Management
Illinois
$25.7K +$24.7K +117 New
LC
621
Lindbrook Capital
California
$25.5K +$3.81K +18 +18%
DI
622
DAGCO Inc
Ohio
$24.2K +$23.3K +110 New
DWS
623
Dynamic Wealth Strategies
California
$24.2K +$23.3K +110 New
SIS
624
Sound Income Strategies
Florida
$23.1K
AA
625
AlphaMark Advisors
Kentucky
$22K

STE Hedge Fund Activity: Q4 2023 in Review

706 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2023, worth a combined $21.5B — up 5.7% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new STE positions and 48 closed out — a net gain of 36 holders — while 252 added to existing stakes and 263 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $817M. The largest seller was WCM Investment Management, cutting an estimated $119M.

  • 706 institutional investors held Steris (STE) as of Q4 2023, up from 682 in Q3 2023.
  • Funds reported $21.5B of Steris stock for Q4 2023, up 5.7% quarter-over-quarter.
  • 84 funds opened new Steris positions in Q4 2023 and 48 closed out, a net change of +36 holders.
  • The largest Steris buyer in Q4 2023 was Morgan Stanley, an estimated $817M added.
  • The largest Steris seller in Q4 2023 was WCM Investment Management, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2023.