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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.68B -$49.2K -246 -0%
BlackRock
2
BlackRock
New York
$1.98B +$25.5M +127,262 +1%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.31B -$49.8M -249,010 -4%
WCM Investment Management
4
WCM Investment Management
California
$1.24B +$6.66M +33,281 +0.6%
State Street
5
State Street
Massachusetts
$947M +$21M +104,811 +3%
Morgan Stanley
6
Morgan Stanley
New York
$917M -$33M -164,749 -4%
APG Asset Management
7
APG Asset Management
Netherlands
$698M -$469K -2,346 -0.1%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$485M -$13.7M -68,306 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$471M +$8.11M +40,507 +2%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$443M -$63.7M -318,142 -14%
PAMS
11
Pictet Asset Management (Switzerland)
Switzerland
$348M +$20.5M +102,490 +7%
AllianceBernstein
12
AllianceBernstein
Tennessee
$339M -$18.7M -93,465 -6%
SGA
13
Sustainable Growth Advisers
Connecticut
$285M +$88.9M +444,338 +54%
Northern Trust
14
Northern Trust
Illinois
$273M -$15.6M -78,017 -6%
GIM
15
Generation Investment Management
United Kingdom
$261M -$4M -19,969 -2%
Principal Financial Group
16
Principal Financial Group
Iowa
$250M -$6.67M -33,345 -3%
CIP
17
Champlain Investment Partners
Vermont
$243M +$730K +3,650 +0.3%
Bank of America
18
Bank of America
North Carolina
$234M -$51.1M -255,456 -20%
ACH
19
ArrowMark Colorado Holdings
Colorado
$220M -$17M -84,868 -8%
Select Equity Group
20
Select Equity Group
New York
$208M -$83.1M -415,237 -31%
Mitsubishi UFJ Asset Management
21
Mitsubishi UFJ Asset Management
Japan
$202M +$6.44M +32,184 +4%
Norges Bank
22
Norges Bank
Norway
$196M +$19.4M +97,140 +13%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$194M -$4.02M -20,091 -2%
LCOV
24
London Company of Virginia
Virginia
$191M -$11.4M -57,031 -6%
Bessemer Group
25
Bessemer Group
New Jersey
$183M -$348K -1,740 -0.2%

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.