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706 hedge funds and large institutions have $21.5B invested in Steris in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 252 increasing their positions, 263 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,851% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $2.42M

75% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $20.3B → $21.5B (+$1.15B)

5.43% more ownership

Funds ownership: 93.68%99.11% (+5.4%)

4% more funds holding

Funds holding: 682706 (+24)

4% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 263

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
706
Holders Change
+24
Holders Change %
+3.52%
% of All Funds
10.29%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
84
Increased
252
Reduced
263
Closed
48
Calls
$47.2M
Puts
$2.42M
Net Calls
+$44.8M
Net Calls Change
+$439K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.61B +$11.3M +53,526 +0.5%
BlackRock
2
BlackRock
New York
$2.23B +$113M +536,625 +6%
Morgan Stanley
3
Morgan Stanley
New York
$1.72B +$817M +3,860,737 +97%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.28B +$16.3M +77,152 +1%
WCM Investment Management
5
WCM Investment Management
California
$1.08B -$119M -563,375 -10%
State Street
6
State Street
Massachusetts
$932M +$21.5M +101,831 +2%
APG Asset Management
7
APG Asset Management
Netherlands
$720M +$67.5M +319,119 +10%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$479M +$11.9M +56,155 +3%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$441M -$19.3M -91,046 -4%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$356M +$18M +85,305 +6%
Pictet Asset Management
11
Pictet Asset Management
Switzerland
$309M -$14.1M -66,442 -5%
AllianceBernstein
12
AllianceBernstein
Tennessee
$281M +$6.54M +30,938 +2%
SGA
13
Sustainable Growth Advisers
Connecticut
$265M -$3.45M -16,298 -1%
Northern Trust
14
Northern Trust
Illinois
$257M -$10.5M -49,603 -4%
GIM
15
Generation Investment Management
United Kingdom
$250M -$4.12M -19,480 -2%
CIP
16
Champlain Investment Partners
Vermont
$234M -$3.36M -15,886 -1%
Principal Financial Group
17
Principal Financial Group
Iowa
$231M -$8.22M -38,854 -4%
Norges Bank
18
Norges Bank
Norway
$221M +$7.71M +36,446 +4%
Impax Asset Management Group
19
Impax Asset Management Group
United Kingdom
$211M +$165M +779,038 +419%
Mitsubishi UFJ Asset Management
20
Mitsubishi UFJ Asset Management
Japan
$208M +$9.47M +44,781 +5%
Bessemer Group
21
Bessemer Group
New Jersey
$207M +$27.4M +129,481 +16%
JP Morgan Chase
22
JP Morgan Chase
New York
$200M +$75.3M +356,183 +64%
Bank of America
23
Bank of America
North Carolina
$197M -$20.7M -97,852 -10%
ACH
24
ArrowMark Colorado Holdings
Colorado
$195M +$32.7M +154,787 +21%
LCOV
25
London Company of Virginia
Virginia
$192M +$2.95M +13,966 +2%

STE Hedge Fund Activity: Q4 2023 in Review

706 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2023, worth a combined $21.5B — up 5.7% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new STE positions and 48 closed out — a net gain of 36 holders — while 252 added to existing stakes and 263 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $817M. The largest seller was WCM Investment Management, cutting an estimated $119M.

  • 706 institutional investors held Steris (STE) as of Q4 2023, up from 682 in Q3 2023.
  • Funds reported $21.5B of Steris stock for Q4 2023, up 5.7% quarter-over-quarter.
  • 84 funds opened new Steris positions in Q4 2023 and 48 closed out, a net change of +36 holders.
  • The largest Steris buyer in Q4 2023 was Morgan Stanley, an estimated $817M added.
  • The largest Steris seller in Q4 2023 was WCM Investment Management, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2023.