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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
MG
676
Meritage Group
California
-$206K -1,078 Closed
I
677
InceptionR
California
-$203K -1,061 Closed
GCP
678
GSA Capital Partners
United Kingdom
-$202K -1,055 Closed
KF
679
Krilogy Financial
Missouri
-$201K -1,049 Closed
BAM
680
Belpointe Asset Management
Nevada
-$121K -632 Closed
VWM
681
Venturi Wealth Management
Texas
-$82.8K -433 Closed
ASN
682
Advisory Services Network
Georgia
-$52.8K -276 Closed
PCM
683
Pointe Capital Management
Michigan
-$50.7K -265 Closed
TCOV
684
Trust Company of Vermont
Vermont
-$13.6K -71 Closed
IAIM
685
International Assets Investment Management
Florida
-$11.5K -60 Closed
TWA
686
TCI Wealth Advisors
Arizona
-$9.37K -49 Closed
EI
687
Ellevest Inc
New York
-$7.65K -40 Closed
MIA
688
Milestone Investment Advisors
Wisconsin
-$6.7K -35 Closed
SFG
689
Steward Financial Group
Texas
-$6K -35 Closed
NC
690
NewSquare Capital
Pennsylvania
-$4.02K -21 Closed
GFWA
691
Grey Fox Wealth Advisors
Delaware
-$3.83K -20 Closed
SC
692
Schubert & Co
Texas
-$3.83K -20 Closed
ANBT
693
American National Bank & Trust
Texas
-$3.63K -19 Closed
JGIA
694
Jackson Grant Investment Advisers
Connecticut
-$2.1K -11 Closed
Lazard Asset Management
695
Lazard Asset Management
New York
-$1K -6 Closed
MFT
696
Moisand Fitzgerald Tamayo
Florida
-$957 -5 Closed
Simplex Trading
697
Simplex Trading
Illinois
-$1K -5 Closed
CAC
698
Core Alternative Capital
Georgia
-$574 -3 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.