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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
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$31.9M -$3.26M -15,398 -10%
Lord, Abbett & Co
77
Lord, Abbett & Co
New Jersey
$31.7M -$21.3M -100,601 -41%
GKIM
78
GW&K Investment Management
Massachusetts
$30.5M -$1.47M -6,958 -5%
ClearBridge Investments
79
ClearBridge Investments
New York
$30.4M -$558K -2,638 -2%
GCM
80
Geneva Capital Management
Wisconsin
$29.9M -$1M -4,732 -3%
SDJVC
81
St. Denis J. Villere & Co
Louisiana
$25.7M -$1.55M -7,344 -6%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$25.4M +$125K +589 +0.5%
Public Employees Retirement Association of Colorado
83
Public Employees Retirement Association of Colorado
Colorado
$25M -$86.9K -411 -0.4%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$24.9M +$5.03M +23,796 +27%
SCM
85
Snyder Capital Management
California
$23.8M -$1.17M -5,511 -5%
RG
86
Rathbones Group
United Kingdom
$23.3M +$1.04M +4,917 +5%
Canada Pension Plan Investment Board
87
Canada Pension Plan Investment Board
Ontario, Canada
$22.8M -$1.29M -6,100 -6%
BFEC
88
Benjamin F. Edwards & Company
Missouri
$22.8M +$19.9M +94,245 +1,012%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$22.6M +$1.02M +4,839 +5%
BA
90
Bridgewater Associates
Connecticut
$22.4M -$4.81M -22,751 -18%
Asset Management One
91
Asset Management One
Japan
$21.9M +$993K +4,693 +5%
EAM
92
Eventide Asset Management
Massachusetts
$21.7M -$550K -2,602 -3%
Wells Fargo
93
Wells Fargo
California
$21.5M -$60.7K -287 -0.3%
New York State Teachers Retirement System (NYSTRS)
94
New York State Teachers Retirement System (NYSTRS)
New York
$21.1M -$1.24M -5,861 -6%
Kayne Anderson Rudnick Investment Management
95
Kayne Anderson Rudnick Investment Management
California
$20.6M -$667K -3,152 -3%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$20.3M +$732K +3,460 +4%
NB
97
Norinchukin Bank
Japan
$19.4M -$2.75M -13,005 -13%
Corient Private Wealth
98
Corient Private Wealth
Florida
$19.3M +$17.4M +82,391 +1,474%
GI
99
GAMCO Investors
Connecticut
$18.9M
LPL Financial
100
LPL Financial
California
$18.8M -$100K -473 -0.5%

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.