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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
NC
101
Nicholas Company
Wisconsin
$18.8M -$2.12K -10 -0%
CCP
102
Caden Capital Partners
California
$18.1M +$7.74M +36,576 +80%
Aviva
103
Aviva
United Kingdom
$18.1M +$7.59M +35,865 +77%
UCFA
104
United Capital Financial Advisors
Texas
$18M -$12M -56,554 -41%
SBH
105
Segall Bryant & Hamill
Illinois
$17.8M -$10.8M -50,932 -39%
NEI
106
Northwest & Ethical Investments
Ontario, Canada
$17.3M +$16.6M +78,664 New
Macquarie Group
107
Macquarie Group
Australia
$16.9M +$283K +1,336 +2%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$16.2M -$569K -2,689 -4%
Citigroup
109
Citigroup
New York
$16M +$1.97M +9,313 +15%
CWM
110
Congress Wealth Management
Massachusetts
$15.7M +$209K +988 +1%
ACM
111
Advisors Capital Management
New Jersey
$15.5M +$115K +546 +0.8%
STCG
112
Speece Thorson Capital Group
Minnesota
$15.3M -$1.89M -8,914 -11%
Victory Capital Management
113
Victory Capital Management
Texas
$15M +$2.02M +9,555 +16%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.8M -$1.57M -7,443 -10%
LFDLE
115
La Financiere de L'Echiquier
France
$14.6M +$1.03M +4,883 +8%
Cerity Partners
116
Cerity Partners
New York
$14.5M +$13.7M +64,681 +5,199%
LG
117
LaFleur & Godfrey
Michigan
$14M -$89.7K -424 -0.7%
SO
118
STRS Ohio
Ohio
$13.3M +$1.8M +8,518 +16%
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$13.1M -$1.45M -6,848 -10%
HFS
120
Hantz Financial Services
Michigan
$12.5M -$508K -2,400 -4%
Chevy Chase Trust
121
Chevy Chase Trust
Maryland
$12.4M +$157K +740 +1%
Mitsubishi UFJ Trust & Banking
122
Mitsubishi UFJ Trust & Banking
Japan
$12.3M -$264K -1,248 -2%
Adage Capital Partners
123
Adage Capital Partners
Massachusetts
$12.3M -$8.9M -42,100 -43%
Toronto Dominion Bank
124
Toronto Dominion Bank
Ontario, Canada
$12.2M +$966K +4,567 +9%
Russell Investments Group
125
Russell Investments Group
United Kingdom
$12M -$350K -1,657 -3%

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.