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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
FGAM
626
Financial Gravity Asset Management
Texas
$2.6K -$259K -1,475 -89%
RWPA
627
Richard W. Paul & Associates
Michigan
$2.4K +$2.29K +13 New
BWM
628
BerganKDV Wealth Management
Minnesota
$2.22K -$1.23K -7 -37%
ACM
629
AUA Capital Management
Pennsylvania
$2.22K
SFG
630
Steward Financial Group
Texas
$2K +$2.29K +13 New
CFO
631
CVA Family Office
Colorado
$1.85K -$2.64K -15 -60%
SIC
632
SJS Investment Consulting
Ohio
$1.85K +$879 +5 +100%
GEA
633
Glen Eagle Advisors
New Jersey
$1.66K
VCM
634
Versant Capital Management
Arizona
$1.66K
DI
635
Disciplined Investments
Oklahoma
$1.66K +$703 +4 +80%
FP
636
Financial Perspectives
Minnesota
$1.33K
MSCM
637
McElhenny Sheffield Capital Management
Texas
$1.11K +$1.05K +6 New
FRA
638
Front Row Advisors
California
$1K -$2.64K -15 -71%
Lazard Asset Management
639
Lazard Asset Management
New York
$1K -$527 -3 -25%
PCM
640
Penserra Capital Management
California
$1K +$1.05K +6 New
AIC
641
Archer Investment Corporation
Indiana
$923
WIM
642
Westside Investment Management
California
$755
TCM
643
Tradewinds Capital Management
Washington
$554
AA
644
Addison Advisors
Vermont
$369
TWD
645
True Wealth Design
Ohio
$369 +$352 +2 New
JWM
646
Janiczek Wealth Management
Colorado
$200 +$176 +1 New
WA
647
WestEnd Advisors
North Carolina
$185
Mackenzie Financial
648
Mackenzie Financial
Ontario, Canada
-$81.5M -489,899 Closed
Ninety One (UK)
649
Ninety One (UK)
United Kingdom
-$25.1M -150,899 Closed
Qube Research & Technologies (QRT)
650
Qube Research & Technologies (QRT)
United Kingdom
-$18.7M -112,578 Closed

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.