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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
CPG
626
Cornerstone Planning Group
New Jersey
$3.83K +$3.4K +17 New
AWM
627
Abound Wealth Management
Tennessee
$3.6K
CA
628
Crewe Advisors
Utah
$3.15K -$35.4K -177 -93%
BTI
629
Blue Trust Inc
Georgia
$3K -$32.6K -163 -91%
BCMLT
630
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.7K +$2.4K +12 New
WTA
631
Washington Trust Advisors
Massachusetts
$2.44K +$2.2K +11 New
FGAM
632
Financial Gravity Asset Management
Texas
$2.39K +$6.8K +34 +18%
VCM
633
Versant Capital Management
Arizona
$2.25K +$200 +1 +11%
SIC
634
SJS Investment Consulting
Ohio
$2.25K +$400 +2 +25%
GEA
635
Glen Eagle Advisors
New Jersey
$2.02K
BG
636
Bollard Group
Massachusetts
$2K +$2K +10 New
BWM
637
BerganKDV Wealth Management
Minnesota
$1.8K -$800 -4 -33%
GWM
638
Geneos Wealth Management
Colorado
$1.8K
DI
639
Disciplined Investments
Oklahoma
$1.8K +$400 +2 +33%
1832 Asset Management
640
1832 Asset Management
Ontario, Canada
$1.8K +$1.6K +8 New
FP
641
Financial Perspectives
Minnesota
$1.63K
AIC
642
Archer Investment Corporation
Indiana
$1.13K
PWMG
643
Prestige Wealth Management Group
New Jersey
$1.13K +$1K +5 New
FRA
644
Front Row Advisors
California
$1K
NSG
645
Nalls Sherbakoff Group
Tennessee
$1K
HBW
646
Hazlett, Burt & Watson
West Virginia
$1K +$600 +3 New
MCM
647
Manchester Capital Management
Vermont
$900 -$553K -2,764 -100%
BF
648
BOK Financial
Oklahoma
$675
TCM
649
Tradewinds Capital Management
Washington
$675
WPA
650
West Paces Advisors
Georgia
$675

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.