We are live on ! Find out more

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
TCOV
626
Trust Company of Vermont
Vermont
$21.3K +$20.5K +97 New
CA
627
Centerpoint Advisors
Massachusetts
$20K
KFS
628
Kelly Financial Services
Massachusetts
$19.7K +$211 +1 +1%
BBHC
629
Brown Brothers Harriman & Co
New York
$19.1K +$2.54K +12 +16%
JFGIW
630
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.6K
BWP
631
Baldwin Wealth Partners
Massachusetts
$16K
C
632
Covestor
United Kingdom
$16K -$211 -1 -1%
FMTCOCP
633
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$16K +$15.7K +74 New
IGWM
634
ICA Group Wealth Management
Colorado
$15.4K +$14.8K +70 New
JSAM
635
J. Safra Asset Management
New York
$14.9K
FMII
636
Farmers & Merchants Investments Inc
Nebraska
$14.3K
QC
637
Quent Capital
New York
$13.9K
RFG
638
RFP Financial Group
Georgia
$13.4K +$12.9K +61 New
DIP
639
DT Investment Partners
Pennsylvania
$12.7K
SVCP
640
Silicon Valley Capital Partners
California
$12.6K
RIL
641
Rothschild Investment LLC
Illinois
$12.5K +$12.1K +57 New
FGAM
642
Financial Gravity Asset Management
Texas
$12K +$423 +2 +4%
SWM
643
Sugarloaf Wealth Management
Georgia
$11.9K
HIA
644
Harbor Investment Advisory
Maryland
$11.4K
GBT
645
Grove Bank & Trust
Florida
$11.2K
SIC
646
Salem Investment Counselors
North Carolina
$11K +$10.6K +50 New
FFO
647
Fortitude Family Office
Arizona
$10.6K +$10.2K +48 New
MHR
648
Matthew Hamilton Rosenberg
$10.3K
CT
649
Cambridge Trust
Massachusetts
$8.79K
MCM
650
MV Capital Management
Maryland
$8.36K

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.