We are live on ! Find out more

657 hedge funds and large institutions have $20.8B invested in Steris in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 233 increasing their positions, 243 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

671% more call options, than puts

Call options by funds: $36.6M | Put options by funds: $4.75M

91% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 43

16% more capital invested

Capital invested by funds: $17.8B → $20.8B (+$2.92B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more funds holding

Funds holding: 621657 (+36)

0.33% less ownership

Funds ownership: 94.28%93.95% (-0.33%)

4% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 243

Holders
657
Holders Change
+36
Holders Change %
+5.8%
% of All Funds
10.32%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
82
Increased
233
Reduced
243
Closed
43
Calls
$36.6M
Puts
$4.75M
Net Calls
+$31.9M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
76
SEI Investments
Pennsylvania
$33M +$261K +1,304 +0.9%
GCM
77
Geneva Capital Management
Wisconsin
$32.7M +$890K +4,448 +3%
SBH
78
Segall Bryant & Hamill
Illinois
$32.5M +$5.08M +25,379 +21%
Natixis Advisors
79
Natixis Advisors
Massachusetts
$31.4M +$7.83M +39,120 +39%
Barclays
80
Barclays
United Kingdom
$30.4M +$16.3M +81,517 +153%
SDJVC
81
St. Denis J. Villere & Co
Louisiana
$28.3M -$30.3M -151,378 -55%
UBS Group
82
UBS Group
Switzerland
$27.6M +$1.28M +6,400 +5%
Wells Fargo
83
Wells Fargo
California
$26.5M +$487K +2,432 +2%
BA
84
Bridgewater Associates
Connecticut
$26.4M -$2.59M -12,951 -10%
Canada Pension Plan Investment Board
85
Canada Pension Plan Investment Board
Ontario, Canada
$25.9M +$640K +3,200 +3%
Public Employees Retirement Association of Colorado
86
Public Employees Retirement Association of Colorado
Colorado
$25.8M
SCM
87
Snyder Capital Management
California
$25.7M -$1.03M -5,139 -4%
ClearBridge Investments
88
ClearBridge Investments
New York
$25.4M +$19.7M +98,253 +681%
EAM
89
Eventide Asset Management
Massachusetts
$25.1M -$4.98M -24,870 -18%
NB
90
Norinchukin Bank
Japan
$24.8M -$730K -3,647 -3%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$24.8M +$818K +4,087 +4%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$24.3M -$1.17M -5,867 -5%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$23.4M -$1.28M -6,409 -6%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$22.9M -$879K -4,391 -4%
Adage Capital Partners
95
Adage Capital Partners
Massachusetts
$22.2M -$100K -500 -0.5%
Kayne Anderson Rudnick Investment Management
96
Kayne Anderson Rudnick Investment Management
California
$22.2M +$4.67M +23,318 +31%
RG
97
Rathbones Group
United Kingdom
$22.2M +$78.2K +391 +0.4%
LPL Financial
98
LPL Financial
California
$20.5M +$819K +4,093 +5%
STCG
99
Speece Thorson Capital Group
Minnesota
$19.8M -$206K -1,027 -1%
Macquarie Group
100
Macquarie Group
Australia
$19.7M +$1.51M +7,528 +9%

STE Hedge Fund Activity: Q2 2023 in Review

657 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q2 2023, worth a combined $20.8B — up 16% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new STE positions and 43 closed out — a net gain of 39 holders — while 233 added to existing stakes and 243 trimmed.

The largest buyer was Sustainable Growth Advisers, adding an estimated $88.9M. The largest seller was Select Equity Group, cutting an estimated $83.1M.

  • 657 institutional investors held Steris (STE) as of Q2 2023, up from 621 in Q1 2023.
  • Funds reported $20.8B of Steris stock for Q2 2023, up 16% quarter-over-quarter.
  • 82 funds opened new Steris positions in Q2 2023 and 43 closed out, a net change of +39 holders.
  • The largest Steris buyer in Q2 2023 was Sustainable Growth Advisers, an estimated $88.9M added.
  • The largest Steris seller in Q2 2023 was Select Equity Group, an estimated $83.1M sold.

Based on aggregated 13F filings for Q2 2023.