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621 hedge funds and large institutions have $17.8B invested in Steris in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 239 increasing their positions, 231 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,124% more call options, than puts

Call options by funds: $19M | Put options by funds: $1.55M

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

5% more capital invested

Capital invested by funds: $17B → $17.8B (+$859M)

1.45% more ownership

Funds ownership: 92.84%94.28% (+1.4%)

3% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 231

4% less funds holding

Funds holding: 648621 (-27)

14% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 76

Holders
621
Holders Change
-27
Holders Change %
-4.17%
% of All Funds
9.9%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
65
Increased
239
Reduced
231
Closed
76
Calls
$19M
Puts
$1.55M
Net Calls
+$17.4M
Net Calls Change
-$3M
Name Holding Trade Value Shares
Change
Change in
Stake
GBT
676
Grove Bank & Trust
Florida
-$52K -279 Closed
AWM
677
AllSquare Wealth Management
New York
-$47.5K -257 Closed
CSS
678
Cubist Systematic Strategies
Connecticut
-$43.6K -236 Closed
HNWAG
679
High Net Worth Advisory Group
Florida
-$36.9K -200 Closed
FA
680
Fiduciary Alliance
South Carolina
-$27.9K -151 Closed
PMFA
681
Plante Moran Financial Advisors
Michigan
-$25.5K -138 Closed
MWM
682
MinichMacGregor Wealth Management
New York
-$18.7K -101 Closed
ZIG
683
Zullo Investment Group
Pennsylvania
-$16.3K -88 Closed
SC
684
Sierra Capital
Florida
-$15K -81 Closed
Jones Financial Companies
685
Jones Financial Companies
Missouri
-$14K -76 Closed
BC
686
Barrett & Company
Rhode Island
-$12.9K -70 Closed
Loomis, Sayles & Company
687
Loomis, Sayles & Company
Massachusetts
-$11K -62 Closed
USCWA
688
U.S. Capital Wealth Advisors
Texas
-$9.64K -52 Closed
MPCL
689
My Personal CFO LLC
Washington
-$8.13K -44 Closed
AWM
690
Accurate Wealth Management
Florida
-$5.44K -27 Closed
RCM
691
Raleigh Capital Management
North Carolina
-$3.51K -19 Closed
BHWM
692
Bay Harbor Wealth Management
Maryland
-$3K -14 Closed
RWPA
693
Richard W. Paul & Associates
Michigan
-$2.4K -13 Closed
ACM
694
AUA Capital Management
Pennsylvania
-$2.22K -12 Closed
MSCM
695
McElhenny Sheffield Capital Management
Texas
-$1.11K -6 Closed
AA
696
Addison Advisors
Vermont
-$369 -2 Closed
CAL
697
Capital Advisors Ltd
Ohio
+$193 +1 New

STE Hedge Fund Activity: Q1 2023 in Review

621 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q1 2023, worth a combined $17.8B — up 5.1% from $17B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of STE and 65 opened new positions — a net loss of 11 holders — while 231 trimmed existing stakes and 239 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $197M. The largest seller was American Century Companies, cutting an estimated $184M.

  • 621 institutional investors held Steris (STE) as of Q1 2023, down from 648 in Q4 2022.
  • Funds reported $17.8B of Steris stock for Q1 2023, up 5.1% quarter-over-quarter.
  • 65 funds opened new Steris positions in Q1 2023 and 76 closed out, a net change of -11 holders.
  • The largest Steris buyer in Q1 2023 was Massachusetts Financial Services, an estimated $197M added.
  • The largest Steris seller in Q1 2023 was American Century Companies, an estimated $184M sold.

Based on aggregated 13F filings for Q1 2023.