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621 hedge funds and large institutions have $17.8B invested in Steris in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 239 increasing their positions, 231 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,124% more call options, than puts

Call options by funds: $19M | Put options by funds: $1.55M

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

5% more capital invested

Capital invested by funds: $17B → $17.8B (+$859M)

1.45% more ownership

Funds ownership: 92.84%94.28% (+1.4%)

3% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 231

4% less funds holding

Funds holding: 648621 (-27)

14% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 76

Holders
621
Holders Change
-27
Holders Change %
-4.17%
% of All Funds
9.9%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
65
Increased
239
Reduced
231
Closed
76
Calls
$19M
Puts
$1.55M
Net Calls
+$17.4M
Net Calls Change
-$3M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
76
Geneva Capital Management
Wisconsin
$27M +$245K +1,267 +0.9%
EAM
77
Eventide Asset Management
Massachusetts
$26.1M -$566K -2,929 -2%
BA
78
Bridgewater Associates
Connecticut
$24.9M +$509K +2,636 +2%
SCM
79
Snyder Capital Management
California
$22.8M -$550K -2,844 -2%
SBH
80
Segall Bryant & Hamill
Illinois
$22.7M +$22.1M +114,095 +2,365%
UBS Group
81
UBS Group
Switzerland
$22.3M -$10.9M -56,337 -33%
Wells Fargo
82
Wells Fargo
California
$22.1M -$78.9K -408 -0.4%
Public Employees Retirement Association of Colorado
83
Public Employees Retirement Association of Colorado
Colorado
$22M
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$21.8M +$4.86M +25,125 +28%
NB
85
Norinchukin Bank
Japan
$21.8M +$2.52M +13,042 +13%
Canada Pension Plan Investment Board
86
Canada Pension Plan Investment Board
Ontario, Canada
$21.4M +$21.6M +111,750 New
New York State Teachers Retirement System (NYSTRS)
87
New York State Teachers Retirement System (NYSTRS)
New York
$21.1M +$103K +531 +0.5%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$20.3M +$15.5K +80 +0.1%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$20.3M -$1.39M -7,182 -6%
Jennison Associates
90
Jennison Associates
New York
$19.3M -$2.53M -13,094 -11%
Natixis Advisors
91
Natixis Advisors
Massachusetts
$19.2M +$321K +1,663 +2%
Adage Capital Partners
92
Adage Capital Partners
Massachusetts
$19M -$406K -2,100 -2%
RG
93
Rathbones Group
United Kingdom
$18.8M -$309K -1,601 -2%
CCP
94
Caden Capital Partners
California
$18.5M -$2.75M -14,230 -13%
B
95
Braidwell
Connecticut
$18.3M
KeyBank National Association
96
KeyBank National Association
Ohio
$18M +$17.5M +90,323 +2,348%
STCG
97
Speece Thorson Capital Group
Minnesota
$17.1M +$1.64M +8,498 +11%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$16.9M -$474K -2,451 -3%
LPL Financial
99
LPL Financial
California
$16.6M +$271K +1,402 +2%
GI
100
GAMCO Investors
Connecticut
$16.5M

STE Hedge Fund Activity: Q1 2023 in Review

621 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q1 2023, worth a combined $17.8B — up 5.1% from $17B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of STE and 65 opened new positions — a net loss of 11 holders — while 231 trimmed existing stakes and 239 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $197M. The largest seller was American Century Companies, cutting an estimated $184M.

  • 621 institutional investors held Steris (STE) as of Q1 2023, down from 648 in Q4 2022.
  • Funds reported $17.8B of Steris stock for Q1 2023, up 5.1% quarter-over-quarter.
  • 65 funds opened new Steris positions in Q1 2023 and 76 closed out, a net change of -11 holders.
  • The largest Steris buyer in Q1 2023 was Massachusetts Financial Services, an estimated $197M added.
  • The largest Steris seller in Q1 2023 was American Century Companies, an estimated $184M sold.

Based on aggregated 13F filings for Q1 2023.