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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
GIA
126
Gateway Investment Advisers
Ohio
$12.6M -$231K -1,155 -2%
IIM
127
INTECH Investment Management
Florida
$12.5M -$25.3M -126,353 -69%
RMDI
128
R.M. Davis Inc
Maine
$12.3M -$739K -3,694 -6%
MC
129
Middleton & Co
Massachusetts
$12M +$10.2K +51 +0.1%
GIA
130
GHP Investment Advisors
Colorado
$12M +$304K +1,521 +3%
Toronto Dominion Bank
131
Toronto Dominion Bank
Ontario, Canada
$11.9M +$340K +1,701 +3%
State of Wisconsin Investment Board
132
State of Wisconsin Investment Board
Wisconsin
$11.6M -$243K -1,214 -2%
Fidelity Investments
133
Fidelity Investments
Massachusetts
$11.5M -$3.94M -19,686 -28%
SO
134
STRS Ohio
Ohio
$11.3M +$4.05M +20,242 +68%
Victory Capital Management
135
Victory Capital Management
Texas
$11.3M -$1.11M -5,557 -10%
CIC
136
Carnegie Investment Counsel
Ohio
$11.1M +$616K +3,077 +7%
Stifel Financial
137
Stifel Financial
Missouri
$10.9M -$263K -1,316 -3%
MSV
138
MN Services Vermogensbeheer
Netherlands
$10.6M -$400K -2,000 -4%
TD Asset Management
139
TD Asset Management
Ontario, Canada
$10.6M -$767K -3,831 -8%
CCM
140
Cinctive Capital Management
New York
$10.3M +$1.49M +7,468 +20%
Treasurer of the State of North Carolina
141
Treasurer of the State of North Carolina
North Carolina
$10M -$73K -365 -0.8%
WT
142
Whittier Trust
California
$10M +$726K +3,626 +9%
Osaic Holdings
143
Osaic Holdings
Arizona
$9.84M -$395K -1,975 -4%
AMI
144
Amica Mutual Insurance
Rhode Island
$9.73M -$752K -3,760 -8%
National Bank of Canada
145
National Bank of Canada
Quebec, Canada
$9.72M +$8.33M +41,624 +1,457%
CA
146
Callahan Advisors
Texas
$9.19M +$309K +1,543 +4%
M&T Bank
147
M&T Bank
New York
$9.13M -$173K -863 -2%
FVWA
148
Foster Victor Wealth Advisors
South Carolina
$9.13M +$52.8K +264 +0.6%
KBC Group
149
KBC Group
Belgium
$9.08M -$1.27M -6,329 -14%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$9.04M +$338K +1,687 +4%

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.