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650 hedge funds and large institutions have $22B invested in Steris in 2021 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 239 increasing their positions, 208 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

49% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 67

20% more capital invested

Capital invested by funds: $18.3B → $22B (+$3.7B)

15% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 208

4% more funds holding

Funds holding: 628650 (+22)

0.73% more ownership

Funds ownership: 90.55%91.28% (+0.73%)

21% less call options, than puts

Call options by funds: $15.5M | Put options by funds: $19.6M

Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
10%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.12%
New
100
Increased
239
Reduced
208
Closed
67
Calls
$15.5M
Puts
$19.6M
Net Calls
-$4.07M
Net Calls Change
+$5.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.77B +$17.1M +75,021 +0.7%
BlackRock
2
BlackRock
New York
$1.98B +$103M +452,768 +6%
WCM Investment Management
3
WCM Investment Management
California
$1.67B +$9.01M +39,418 +0.6%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.04B -$1.53M -6,680 -0.2%
State Street
5
State Street
Massachusetts
$1.03B +$23.6M +103,248 +3%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$739M +$34.2M +149,733 +5%
APG Asset Management
7
APG Asset Management
Netherlands
$734M -$297K -1,300 -0%
GIM
8
Generation Investment Management
United Kingdom
$604M -$146M -636,920 -20%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$451M +$2.93M +12,804 +0.7%
Select Equity Group
10
Select Equity Group
New York
$417M +$25.5M +111,486 +7%
AllianceBernstein
11
AllianceBernstein
Tennessee
$396M +$23.1M +100,972 +7%
CIP
12
Champlain Investment Partners
Vermont
$380M -$11.9M -52,089 -3%
PAMS
13
Pictet Asset Management (Switzerland)
Switzerland
$370M +$110M +480,025 +46%
Northern Trust
14
Northern Trust
Illinois
$339M -$7.14M -31,241 -2%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$324M +$127M +554,538 +71%
Bank of America
16
Bank of America
North Carolina
$314M +$2.58M +11,271 +0.9%
ACH
17
ArrowMark Colorado Holdings
Colorado
$300M -$18.6M -81,205 -6%
American Century Companies
18
American Century Companies
Missouri
$288M +$69M +302,196 +34%
Marshall Wace
19
Marshall Wace
United Kingdom
$277M +$256M +1,121,711 +6,324%
Bessemer Group
20
Bessemer Group
New Jersey
$244M +$5M +21,899 +2%
Morgan Stanley
21
Morgan Stanley
New York
$214M +$147M +642,446 +271%
Principal Financial Group
22
Principal Financial Group
Iowa
$213M -$541K -2,367 -0.3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$209M -$498K -2,178 -0.3%
Norges Bank
24
Norges Bank
Norway
$198M -$6.7M -29,339 -3%
LCOV
25
London Company of Virginia
Virginia
$186M +$629K +2,754 +0.4%

STE Hedge Fund Activity: Q4 2021 in Review

650 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2021, worth a combined $22B — up 20% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new STE positions and 67 closed out — a net gain of 33 holders — while 239 added to existing stakes and 208 trimmed.

The largest buyer was Marshall Wace, adding an estimated $256M. The largest seller was Generation Investment Management, cutting an estimated $146M.

  • 650 institutional investors held Steris (STE) as of Q4 2021, up from 628 in Q3 2021.
  • Funds reported $22B of Steris stock for Q4 2021, up 20% quarter-over-quarter.
  • 100 funds opened new Steris positions in Q4 2021 and 67 closed out, a net change of +33 holders.
  • The largest Steris buyer in Q4 2021 was Marshall Wace, an estimated $256M added.
  • The largest Steris seller in Q4 2021 was Generation Investment Management, an estimated $146M sold.

Based on aggregated 13F filings for Q4 2021.