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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
State of New Jersey Common Pension Fund D
126
State of New Jersey Common Pension Fund D
New Jersey
$11.9M
GIA
127
GHP Investment Advisors
Colorado
$11.8M +$122K +575 +1%
MC
128
Middleton & Co
Massachusetts
$11.8M +$20.3K +96 +0.2%
Fidelity Investments
129
Fidelity Investments
Massachusetts
$11.4M -$625K -2,956 -5%
State of Wisconsin Investment Board
130
State of Wisconsin Investment Board
Wisconsin
$11.2M -$954K -4,509 -8%
SGM
131
Skye Global Management
Florida
$11.1M -$846K -4,000 -7%
RMDI
132
R.M. Davis Inc
Maine
$11.1M -$687K -3,248 -6%
CIC
133
Carnegie Investment Counsel
Ohio
$10.9M -$47.4K -224 -0.4%
KCPG
134
Kavar Capital Partners Group
Kansas
$10.5M +$4.94M +23,344 +95%
WT
135
Whittier Trust
California
$10.4M +$249K +1,176 +3%
Korea Investment Corp
136
Korea Investment Corp
South Korea
$10.4M +$4.37M +20,684 +78%
MSV
137
MN Services Vermogensbeheer
Netherlands
$10.3M -$63.4K -300 -0.6%
Treasurer of the State of North Carolina
138
Treasurer of the State of North Carolina
North Carolina
$10.3M +$389K +1,841 +4%
GIA
139
Gateway Investment Advisers
Ohio
$10.2M -$2.01M -9,495 -17%
FDP
140
Financiere des Professionnels
Quebec, Canada
$9.91M +$1.09M +5,168 +13%
BTW
141
Boston Trust Walden
Massachusetts
$9.8M -$25.7M -121,561 -73%
Stifel Financial
142
Stifel Financial
Missouri
$9.62M -$552K -2,610 -6%
FVWA
143
Foster Victor Wealth Advisors
South Carolina
$9.56M +$501K +2,370 +6%
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$9.33M +$924K +4,371 +11%
GWM
145
GDS Wealth Management
Texas
$9.21M +$1.13M +5,332 +15%
Ohio Public Employees Retirement System (OPERS)
146
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.14M -$2.32M -10,991 -21%
KOCAA
147
Knights of Columbus Asset Advisors
Connecticut
$9.06M +$109K +514 +1%
ROC
148
Running Oak Capital
Minnesota
$8.96M +$1.32M +6,260 +18%
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$8.86M -$130K -616 -2%
CA
150
Callahan Advisors
Texas
$8.68M -$301K -1,421 -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.