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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
2L
651
25 LLC
Missouri
$458 +$400 +2 New
TWD
652
True Wealth Design
Ohio
$450 -$400 -2 -50%
JWM
653
Janiczek Wealth Management
Colorado
$450 +$200 +1 +100%
GJIA
654
Glass Jacobson Investment Advisors
Maryland
$450 +$400 +2 New
CTWM
655
Cherry Tree Wealth Management
Minnesota
$338 +$400 +2 New
BBHC
656
Brown Brothers Harriman & Co
New York
$225 -$200 -1 -50%
B
657
Braidwell
Connecticut
-$18.3M -95,694 Closed
Swedbank
658
Swedbank
Sweden
-$13M -67,800 Closed
Tudor Investment Corp
659
Tudor Investment Corp
Connecticut
-$7.2M -37,624 Closed
WBC
660
Westpac Banking Corp
Australia
-$1.69M -8,837 Closed
FC
661
FORA Capital
Florida
-$1.58M -8,266 Closed
GLA
662
Great Lakes Advisors
Illinois
-$837K -4,375 Closed
DA
663
Duality Advisers
Florida
-$694K -3,626 Closed
CCIA
664
Campbell & Co Investment Adviser
Maryland
-$590K -3,085 Closed
MM
665
MQS Management
New York
-$406K -2,125 Closed
William Blair Investment Management
666
William Blair Investment Management
Illinois
-$381K -1,990 Closed
CFG
667
Citizens Financial Group
Rhode Island
-$376K -1,967 Closed
SM
668
Sciencast Management
New Jersey
-$383K -1,830 Closed
EA
669
Emerald Advisers
Pennsylvania
-$334K -1,745 Closed
CCM
670
Conway Capital Management
California
-$254K -1,327 Closed
BC
671
Bridgefront Capital
Texas
-$239K -1,250 Closed
SFS
672
Sowell Financial Services
Arkansas
-$226K -1,183 Closed
SG
673
StoneX Group
New York
-$225K -1,174 Closed
JFG
674
Jefferies Financial Group
New York
-$221K -1,153 Closed
DTL
675
Dynamic Technology Lab
Singapore
-$219K -1,145 Closed

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.