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650 hedge funds and large institutions have $22B invested in Steris in 2021 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 239 increasing their positions, 208 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

49% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 67

20% more capital invested

Capital invested by funds: $18.3B → $22B (+$3.7B)

15% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 208

4% more funds holding

Funds holding: 628650 (+22)

0.73% more ownership

Funds ownership: 90.55%91.28% (+0.73%)

21% less call options, than puts

Call options by funds: $15.5M | Put options by funds: $19.6M

Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
10%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.12%
New
100
Increased
239
Reduced
208
Closed
67
Calls
$15.5M
Puts
$19.6M
Net Calls
-$4.07M
Net Calls Change
+$5.42M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
626
JFS Wealth Advisors
Pennsylvania
$3K +$2.74K +12 New
SWA
627
Sutton Wealth Advisors
Florida
$2.43K
GEA
628
Glen Eagle Advisors
New Jersey
$2.19K
ST
629
Sageworth Trust
Pennsylvania
$2K -$7.77K -34 -79%
CWC
630
Carolinas Wealth Consulting
North Carolina
$2K
EW
631
Evoke Wealth
California
$2K
TCWA
632
Ten Capital Wealth Advisors
Washington
$2K
MCM
633
Manchester Capital Management
Vermont
$2K +$1.6K +7 New
C
634
Covestor
United Kingdom
$2K +$1.83K +8 New
TF
635
Tompkins Financial
New York
$2K +$1.83K +8 New
SC
636
Schubert & Co
Texas
$2K +$2.29K +10 New
FP
637
Financial Perspectives
Minnesota
$1.74K
SFCL
638
Strengthening Families & Communities LLC
Massachusetts
$1.64K +$1.54M +6,752 New
AIC
639
Archer Investment Corporation
Indiana
$1.22K +$1.14K +5 New
WIM
640
Westside Investment Management
California
$1.02K
CCC
641
Crescent Capital Consulting
Louisiana
$1K
LIM
642
Longfellow Investment Management
Massachusetts
$1K
TCM
643
Tradewinds Capital Management
Washington
$1K
ACK
644
Andrew C. Karlinski
$1K +$685 +3 New
CA
645
CoreCap Advisors
Michigan
$1K +$914 +4 New
FGAM
646
Financial Gravity Asset Management
Texas
$749 +$610K +2,670 +89,000%
WA
647
WestEnd Advisors
North Carolina
$243 +$228 +1 New
CP
648
Castleview Partners
Texas
$51 +$2.84M +12,413 New
BBHC
649
Brown Brothers Harriman & Co
New York
$28 -$19.6K -86 -43%
Canada Life
650
Canada Life
Manitoba, Canada
-$91.7M -445,623 Closed

STE Hedge Fund Activity: Q4 2021 in Review

650 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2021, worth a combined $22B — up 20% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new STE positions and 67 closed out — a net gain of 33 holders — while 239 added to existing stakes and 208 trimmed.

The largest buyer was Marshall Wace, adding an estimated $256M. The largest seller was Generation Investment Management, cutting an estimated $146M.

  • 650 institutional investors held Steris (STE) as of Q4 2021, up from 628 in Q3 2021.
  • Funds reported $22B of Steris stock for Q4 2021, up 20% quarter-over-quarter.
  • 100 funds opened new Steris positions in Q4 2021 and 67 closed out, a net change of +33 holders.
  • The largest Steris buyer in Q4 2021 was Marshall Wace, an estimated $256M added.
  • The largest Steris seller in Q4 2021 was Generation Investment Management, an estimated $146M sold.

Based on aggregated 13F filings for Q4 2021.