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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.28B -$7.71M -39,870 -0.3%
BlackRock
2
BlackRock
New York
$1.66B -$7.05M -36,499 -0.4%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.16B +$197M +1,017,631 +20%
WCM Investment Management
4
WCM Investment Management
California
$1.04B -$20.3M -105,047 -2%
Morgan Stanley
5
Morgan Stanley
New York
$811M +$93.6M +484,086 +13%
State Street
6
State Street
Massachusetts
$785M -$18.2M -94,261 -2%
APG Asset Management
7
APG Asset Management
Netherlands
$596M -$2.98M -15,420 -0.5%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$437M -$14.9M -77,250 -3%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$425M -$17.2M -88,974 -4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$392M -$11.5M -59,294 -3%
AllianceBernstein
11
AllianceBernstein
Tennessee
$306M -$324K -1,674 -0.1%
PAMS
12
Pictet Asset Management (Switzerland)
Switzerland
$276M -$10.5M -54,423 -4%
Select Equity Group
13
Select Equity Group
New York
$256M -$36.5M -188,700 -12%
Bank of America
14
Bank of America
North Carolina
$248M +$10.7M +55,566 +4%
Northern Trust
15
Northern Trust
Illinois
$247M +$3.65M +18,895 +1%
GIM
16
Generation Investment Management
United Kingdom
$226M -$2.27M -11,744 -1%
Principal Financial Group
17
Principal Financial Group
Iowa
$219M +$23.6M +122,343 +12%
CIP
18
Champlain Investment Partners
Vermont
$206M -$9.34M -48,300 -4%
ACH
19
ArrowMark Colorado Holdings
Colorado
$204M +$61.6M +318,888 +43%
Fidelity International
20
Fidelity International
Bermuda
$182M +$5.15M +26,658 +3%
LCOV
21
London Company of Virginia
Virginia
$173M -$1.23M -6,355 -0.7%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$168M -$4.73M -24,486 -3%
Mitsubishi UFJ Asset Management
23
Mitsubishi UFJ Asset Management
Japan
$166M +$19.5M +101,096 +13%
SGA
24
Sustainable Growth Advisers
Connecticut
$157M +$1.27M +6,580 +0.8%
Bessemer Group
25
Bessemer Group
New Jersey
$156M +$256K +1,322 +0.2%

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.