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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
FRM
726
Fox Run Management
Connecticut
-$325K -1,482 Closed
CC
727
Centiva Capital
New York
-$313K -1,427 Closed
FMAEN1
728
Fund Management at Engine No 1
California
-$310K -1,412 Closed
BP
729
BBR Partners
New York
-$309K -1,409 Closed
JFG
730
Jefferies Financial Group
New York
-$307K -1,398 Closed
CWM
731
Cornerstone Wealth Management
Missouri
-$277K -1,264 Closed
CW
732
CreativeOne Wealth
Kansas
-$251K -1,148 Closed
SP
733
Symmetry Partners
Connecticut
-$242K -1,102 Closed
Fiera Capital (Canada)
734
Fiera Capital (Canada)
Quebec, Canada
-$241K -1,098 Closed
BAM
735
Blueshift Asset Management
New Jersey
-$220K -1,003 Closed
MNBTD
736
Moody National Bank Trust Division
Texas
-$212K -966 Closed
VF
737
Virtu Financial
New York
-$206K -939 Closed
Optiver Holding
738
Optiver Holding
Netherlands
-$195K -887 Closed
OP
739
ORG Partners
Indiana
-$71.1K -324 Closed
BAAM
740
Baker Avenue Asset Management
California
-$66K -301 Closed
ETC
741
Exchange Traded Concepts
Oklahoma
-$54K -246 Closed
TWP
742
TFO Wealth Partners
Ohio
-$36.4K -162 Closed
HGERS
743
Householder Group Estate & Retirement Specialist
Arizona
-$19.7K -89 Closed
QL
744
Quarry LP
New York
-$18.9K -86 Closed
EARNEST Partners
745
EARNEST Partners
Georgia
-$17.1K -78 Closed
MIA
746
Milestone Investment Advisors
Wisconsin
-$7.68K -35 Closed
MIM
747
Macroview Investment Management
Maryland
-$5.92K -27 Closed
WPWM
748
Western Pacific Wealth Management
Illinois
-$4.39K -20 Closed
OC
749
Oakworth Capital
Alabama
-$3.51K -16 Closed
BG
750
Bollard Group
Massachusetts
-$2K -10 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.