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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
JWM
701
Janiczek Wealth Management
Colorado
$440
TWD
702
True Wealth Design
Ohio
$440
WA
703
WestEnd Advisors
North Carolina
$440 +$211 +1 +100%
EWM
704
Evermay Wealth Management
Virginia
$440 +$423 +2 New
CTWM
705
Cherry Tree Wealth Management
Minnesota
$330
Point72 Asset Management
706
Point72 Asset Management
Connecticut
-$38.4M -175,130 Closed
CCM
707
Channing Capital Management
Illinois
-$10.1M -45,922 Closed
CCM
708
Cinctive Capital Management
New York
-$9.95M -45,359 Closed
ECM
709
ExodusPoint Capital Management
New York
-$6.96M -31,731 Closed
WP
710
Woodline Partners
California
-$6.21M -28,318 Closed
ECM
711
Element Capital Management
New York
-$1.95M -8,898 Closed
CCS
712
Concentric Capital Strategies
Connecticut
-$1.49M -6,801 Closed
LAS
713
Lloyd Advisory Services
Georgia
-$984K -4,486 Closed
BPA
714
Beacon Pointe Advisors
California
-$750K -3,419 Closed
Los Angeles Capital Management
715
Los Angeles Capital Management
California
-$726K -3,310 Closed
MFS
716
Mirabella Financial Services
United Kingdom
-$662K -3,015 Closed
SIA
717
SkyView Investment Advisors
New Jersey
-$578K -2,636 Closed
BCV
718
Banque Cantonale Vaudoise
Switzerland
-$571K -2,600 Closed
YIH
719
Y-Intercept (HK)
Hong Kong
-$556K -2,535 Closed
BS
720
Bessemer Securities
New York
-$547K -2,495 Closed
NWMG
721
National Wealth Management Group
Ohio
-$508K -2,315 Closed
VFA
722
Values First Advisors
Tennessee
-$363K -1,654 Closed
WI
723
Wahed Invest
New York
-$339K -1,545 Closed
Verition Fund Management
724
Verition Fund Management
Connecticut
-$335K -1,529 Closed
YIA
725
YHB Investment Advisors
Connecticut
-$335K -1,525 Closed

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.