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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
CFO
676
CVA Family Office
Colorado
$3.3K +$3.17K +15 New
WTA
677
Washington Trust Advisors
Massachusetts
$3.13K
VNA
678
Valley National Advisers
Pennsylvania
$3K +$2.12K +10 +200%
DJSG
679
D.J. St. Germain
Massachusetts
$2.86K
NFSG
680
Newbridge Financial Services Group
Florida
$2.64K -$14.4K -68 -85%
BCMLT
681
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.63K
SIC
682
SJS Investment Consulting
Ohio
$2.2K
WPA
683
West Paces Advisors
Georgia
$1.98K +$1.27K +6 +200%
NMM
684
Naples Money Management
Florida
$1.98K +$1.9K +9 New
GWM
685
Geneos Wealth Management
Colorado
$1.76K -$634 -3 -27%
VCM
686
Versant Capital Management
Arizona
$1.76K -$423 -2 -20%
AWM
687
Able Wealth Management
New Jersey
$1.76K +$1.69K +8 New
FP
688
Financial Perspectives
Minnesota
$1.6K
LFA
689
Livelsberger Financial Advisory
Ohio
$1.42K +$1.27K +6 New
DF
690
Dunhill Financial
United Kingdom
$1.34K +$1.27K +6 New
RFG
691
REAP Financial Group
Texas
$1.32K +$1.27K +6 New
S
692
Sachetta
Massachusetts
$1.32K +$1.27K +6 New
NSG
693
Nalls Sherbakoff Group
Tennessee
$1.1K
PWMG
694
Prestige Wealth Management Group
New Jersey
$1.1K
AIC
695
Archer Investment Corporation
Indiana
$1.1K
GI
696
Gradient Investments
Minnesota
$1.1K
RCM
697
Raleigh Capital Management
North Carolina
$880 +$846 +4 New
GEA
698
Glen Eagle Advisors
New Jersey
$660 -$1.27K -6 -67%
TCM
699
Tradewinds Capital Management
Washington
$660
PI
700
PEAK6 Investments
Illinois
$543 -$655K -3,097 -100%

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.