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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
JWA
651
JFS Wealth Advisors
Pennsylvania
$8.13K -$423 -2 -5%
TAM
652
Tucker Asset Management
Colorado
$8.13K
BTI
653
Blue Trust Inc
Georgia
$8K +$3.81K +18 +106%
BIA
654
Bell Investment Advisors
California
$7.04K -$1.48K -7 -18%
FMP
655
Financial Management Professionals
Texas
$7K
PWMG
656
Private Wealth Management Group
New Jersey
$6.82K +$6.56K +31 New
CTC
657
Cetera Trust Company
Minnesota
$6.6K +$6.34K +30 New
BGAI
658
Bruce G. Allen Investments
Colorado
$6.38K +$6.13K +29 New
AWM
659
Avior Wealth Management
Nebraska
$6.38K
GFPC
660
Global Financial Private Client
Florida
$6.16K
FCA
661
FinTrust Capital Advisors
South Carolina
$6.16K +$4.86K +23 +460%
TCA
662
Trifecta Capital Advisors
Illinois
$6.16K +$5.92K +28 New
ZB
663
Zions Bancorporation
Utah
$5.94K -$211 -1 -4%
Jones Financial Companies
664
Jones Financial Companies
Missouri
$5.5K +$4.02K +19 +317%
DAM
665
Delta Asset Management
Tennessee
$5.5K -$9.09K -43 -63%
TCWA
666
Turtle Creek Wealth Advisors
Texas
$4.84K +$4.65K +22 New
AEPWM
667
Atlantic Edge Private Wealth Management
Florida
$4.4K +$4.23K +20 New
FFA
668
Frazier Financial Advisors
Ohio
$4.4K +$4.23K +20 New
AWM
669
Abound Wealth Management
Tennessee
$4.18K +$634 +3 +19%
EBA
670
Eagle Bay Advisors
New York
$4.18K -$1.06K -5 -21%
SC
671
Solstein Capital
California
$4.18K
AFS
672
Annapolis Financial Services
Maryland
$3.96K
TSWM
673
Tyler-Stone Wealth Management
Ohio
$3.74K
CPG
674
Cornerstone Planning Group
New Jersey
$3.74K
MCM
675
Manchester Capital Management
Vermont
$3.52K +$1.27K +6 +60%

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.