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621 hedge funds and large institutions have $17.8B invested in Steris in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 239 increasing their positions, 231 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,124% more call options, than puts

Call options by funds: $19M | Put options by funds: $1.55M

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

5% more capital invested

Capital invested by funds: $17B → $17.8B (+$859M)

1.45% more ownership

Funds ownership: 92.84%94.28% (+1.4%)

3% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 231

4% less funds holding

Funds holding: 648621 (-27)

14% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 76

Holders
621
Holders Change
-27
Holders Change %
-4.17%
% of All Funds
9.9%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
65
Increased
239
Reduced
231
Closed
76
Calls
$19M
Puts
$1.55M
Net Calls
+$17.4M
Net Calls Change
-$3M
Name Holding Trade Value Shares
Change
Change in
Stake
KOCAA
151
Knights of Columbus Asset Advisors
Connecticut
$7.62M +$110K +569 +1%
CA
152
Callahan Advisors
Texas
$7.52M +$31.9K +165 +0.4%
JMPWA
153
JP Morgan Private Wealth Advisors
California
$7.41M -$794K -4,110 -10%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$7.36M +$316K +1,637 +4%
CCM
155
Cinctive Capital Management
New York
$7.29M +$3.18M +16,445 +76%
Tudor Investment Corp
156
Tudor Investment Corp
Connecticut
$7.2M +$4.87M +25,221 +203%
VOYA Investment Management
157
VOYA Investment Management
Georgia
$6.74M -$4.45K -23 -0.1%
MCG
158
McCollum Christoferson Group
New York
$6.66M -$63K -326 -0.9%
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$6.45M +$176K +911 +3%
SRC
160
Stone Run Capital
New York
$6.37M +$618K +3,200 +11%
WAM
161
Winslow Asset Management
Ohio
$6.32M -$20.3K -105 -0.3%
AAM
162
Aureus Asset Management
Massachusetts
$6.28M -$366K -1,892 -5%
BCI
163
Brinker Capital Investments
Pennsylvania
$6.24M -$255K -1,321 -4%
OPS
164
Orion Portfolio Solutions
Nebraska
$6.24M +$6.31M +32,628 New
PL
165
Perpetual Ltd
Australia
$6.22M +$6.29M +32,539 New
GWM
166
GDS Wealth Management
Texas
$6.22M -$175K -907 -3%
MGWM
167
Marks Group Wealth Management
Minnesota
$6.2M +$266K +1,376 +4%
ROC
168
Running Oak Capital
Minnesota
$6.05M +$285K +1,472 +5%
Assenagon Asset Management
169
Assenagon Asset Management
Luxembourg
$6.01M +$3.58M +18,504 +143%
TCM
170
Tekla Capital Management
Massachusetts
$5.94M +$2.78M +14,403 +86%
MWM
171
Moran Wealth Management
Florida
$5.91M +$1.7M +8,813 +40%
CTA
172
Colonial Trust Advisors
South Carolina
$5.87M +$79.4K +411 +1%
SO
173
STRS Ohio
Ohio
$5.72M +$1.43M +7,412 +33%
Korea Investment Corp
174
Korea Investment Corp
South Korea
$5.69M -$728K -3,767 -11%
Retirement Systems of Alabama
175
Retirement Systems of Alabama
Alabama
$5.61M -$509K -2,632 -8%

STE Hedge Fund Activity: Q1 2023 in Review

621 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q1 2023, worth a combined $17.8B — up 5.1% from $17B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of STE and 65 opened new positions — a net loss of 11 holders — while 231 trimmed existing stakes and 239 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $197M. The largest seller was American Century Companies, cutting an estimated $184M.

  • 621 institutional investors held Steris (STE) as of Q1 2023, down from 648 in Q4 2022.
  • Funds reported $17.8B of Steris stock for Q1 2023, up 5.1% quarter-over-quarter.
  • 65 funds opened new Steris positions in Q1 2023 and 76 closed out, a net change of -11 holders.
  • The largest Steris buyer in Q1 2023 was Massachusetts Financial Services, an estimated $197M added.
  • The largest Steris seller in Q1 2023 was American Century Companies, an estimated $184M sold.

Based on aggregated 13F filings for Q1 2023.