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Steris
STE

Overview Fund Activity

680 hedge funds and large institutions have $20.3B invested in Steris in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 242 increasing their positions, 256 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+25
Holders Change %
+3.82%
% of All Funds
10.84%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
74
Increased
242
Reduced
256
Closed
39
Calls
$48.1M
Puts
$3.82M
Net Calls
+$44.3M
Net Calls Change
+$12.4M

Top Buyers

1
BlackRock
BlackRock
New York
$2.11B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$129M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$40.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$38.4M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$53.7M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$336M
2
AllianceBernstein
AllianceBernstein
Tennessee
$273M
3
ACH
ArrowMark Colorado Holdings
Colorado
$160M
4
Select Equity Group
Select Equity Group
New York
$161M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.59B
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
676
West Paces Advisors
Georgia
$658 – – –
JWM
677
Janiczek Wealth Management
Colorado
$439 – – –
TWD
678
True Wealth Design
Ohio
$439 – – –
CTWM
679
Cherry Tree Wealth Management
Minnesota
$330 – – –
WA
680
WestEnd Advisors
North Carolina
$219 +$219 +1 New
Balyasny Asset Management
681
Balyasny Asset Management
Illinois
– -$8.46M -37,594 Closed
MWM
682
Moran Wealth Management
Florida
– -$7.09M -31,512 Closed
BCM
683
Bayesian Capital Management
New York
– -$1.08M -4,800 Closed
AI
684
AXS Investments
New York
– -$900K -4,000 Closed
RL
685
Retireful LLC
Michigan
– -$836K -3,714 Closed
NIG
686
NFJ Investment Group
Texas
– -$643K -2,856 Closed
SEC
687
Seven Eight Capital
New York
– -$597K -2,653 Closed
LCM
688
LRT Capital Management
Texas
– -$577K -2,612 Closed
V
689
Veritable
Delaware
– -$581K -2,583 Closed
MCA
690
Magnolia Capital Advisors
Mississippi
– -$571K -2,536 Closed
RDWM
691
Red Door Wealth Management
Tennessee
– -$364K -1,617 Closed
RWM
692
Revisor Wealth Management
Ohio
– -$360K -1,600 Closed
VIA
693
Vident Investment Advisory
Georgia
– -$329K -1,463 Closed
WG
694
Winton Group
United Kingdom
– -$306K -1,358 Closed
PAG
695
Private Advisor Group
New Jersey
– -$284K -1,261 Closed
PWS
696
Peterson Wealth Services
Utah
– -$280K -1,244 Closed
SC
697
Sonen Capital
California
– -$278K -1,234 Closed
Financial Engines Advisors
698
Financial Engines Advisors
California
– -$265K -1,179 Closed
RFC
699
Regions Financial Corp
Alabama
– -$258K -1,146 Closed
Wellington Management Group
700
Wellington Management Group
Massachusetts
– -$250K -1,111 Closed
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