We are live on ! Find out more

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
KOCAA
151
Knights of Columbus Asset Advisors
Connecticut
$9.04M +$68.8K +344 +0.9%
HWM
152
HFR Wealth Management
New York
$9.04M +$18.6K +93 +0.2%
PGFC
153
Peapack-Gladstone Financial Corp
New Jersey
$8.85M -$738K -3,690 -9%
Ensign Peak Advisors
154
Ensign Peak Advisors
Utah
$8.62M -$8.6M -42,971 -53%
Balyasny Asset Management
155
Balyasny Asset Management
Illinois
$8.46M +$7.52M +37,594 New
Prudential Financial
156
Prudential Financial
New Jersey
$8.45M -$67.4K -337 -0.9%
KM
157
Kabouter Management
Illinois
$8.45M -$8.75M -43,720 -53%
Point72 Asset Management
158
Point72 Asset Management
Connecticut
$7.92M +$7.04M +35,181 New
VOYA Investment Management
159
VOYA Investment Management
Georgia
$7.88M -$44.8K -224 -0.6%
MCG
160
McCollum Christoferson Group
New York
$7.87M +$30.4K +152 +0.4%
PL
161
Perpetual Ltd
Australia
$7.86M +$483K +2,413 +7%
ROC
162
Running Oak Capital
Minnesota
$7.81M +$621K +3,104 +10%
GWM
163
GDS Wealth Management
Texas
$7.58M +$239K +1,192 +4%
WAM
164
Winslow Asset Management
Ohio
$7.48M +$42.8K +214 +0.6%
Zurich Cantonal Bank
165
Zurich Cantonal Bank
Switzerland
$7.47M -$99.5K -497 -1%
MGWM
166
Marks Group Wealth Management
Minnesota
$7.44M +$128K +642 +2%
MFS
167
Mirabella Financial Services
United Kingdom
$7.42M +$6.6M +33,002 New
JMPWA
168
JP Morgan Private Wealth Advisors
California
$7.33M -$1.23M -6,167 -16%
MWM
169
Moran Wealth Management
Florida
$7.09M +$120K +598 +2%
TCM
170
Tekla Capital Management
Massachusetts
$6.99M
AAM
171
Aureus Asset Management
Massachusetts
$6.93M -$401K -2,002 -6%
BCI
172
Brinker Capital Investments
Pennsylvania
$6.93M -$365K -1,824 -6%
OPS
173
Orion Portfolio Solutions
Nebraska
$6.93M -$365K -1,824 -6%
CTA
174
Colonial Trust Advisors
South Carolina
$6.88M -$20.6K -103 -0.3%
Millennium Management
175
Millennium Management
New York
$6.84M +$1.6M +8,018 +36%

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.