Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Steris plc (STE)

836 + Investors. Track Smart Money conviction in STE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -49
Streak
1Q ▼
Buyers last Q
42%

Smart Money Signals — STE

Based on 839 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their STE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
839 funds currently hold this stock — 94% of the 3.0-year high of 888 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+71 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 42% buying

357 buying489 selling
Last quarter: 489 funds reduced or exited vs 357 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-59 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 116 → 105 → 150 → 91. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 17% new
537 out of 839 hedge funds have held STE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +0%, value -16%

Value
-16%
Shares
+0%
Last quarter: funds added +0% more shares while total portfolio value only changed -16%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~91 new funds/quarter

103 → 116 → 105 → 150 → 91 new funds/Q
New funds entering each quarter: 116 → 105 → 150 → 91. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 21% newcomers

■ 69% veterans ■ 11% 1-2yr ■ 21% new
Entry-cohort mix of 848 holders: 581 (69%) are 2+ year veterans, 92 entered 1–2 years ago, and 175 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
63 of 836 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in STE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — STE

In 2026 Q1, 357 hedge funds were net buyers of STE (91 opened a new position, 266 added to an existing one), while 489 reduced or exited (349 trimmed, 140 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. 47% of total institutional value in STE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -49 funds (more exits than new entries). Total institutional holders: 839.

Hedge Fund Ownership: STE

How many hedge funds hold STE — quarterly history vs. share price
Quarterly hedge fund ownership of STE vs. share price

Market Analysis: STE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: STE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Steris plc (STE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much STE has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
STE
-6.6%
XLV
+4.3%

STE outperformed XLV by -10.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
STE
-2.4%
XLV
+5.4%

Since the filing became public, STE outperformed XLV by -7.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

47 top-rated funds 1 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: STE
836 + Investors

Track Smart Money conviction in STE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 836 888 -5.86%
13F Shares 93M 93M 0.34%
Total Value $19.54B $23.33B -16.22%
New Positions 90 150 -60
Increased Positions 263 326 -63
Closed Positions 142 85 +57
Reduced Positions 346 274 +72
Total Calls 4 3 33.33%
Total Puts 6 2 200.0%
PUT/CALL Ratio 1.5 0.67 Bearish

Statistics: STE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

836 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in STE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 STE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Diker Management LLC 50.80% 257,593 $57.0M
2 Generation Investment Management LLP 4.57% 2,308,459 $510.5M
3 Foresight Group Ltd Liability Partnership 3.97% 101,653 $22.5M
4 Speece Thorson Capital Group Inc 3.25% 64,431 $14.2M
5 Villere St Denis J & Co LLC 2.65% 108,763 $24.1M
6 Caden Capital Partners, LP 2.58% 946 $209K
7 Select Equity Group, L.P. 2.43% 2,143,379 $474.0M
8 Orbis Allan Gray Ltd 2.42% 2,592,912 $573.4M
9 Locust Wood Capital Advisers, LLC 2.22% 394,495 $87.2M
10 HFR Wealth Management, LLC 2.19% 40,416 $8.9M
11 Carderock Capital Management Inc 2.12% 38,751 $8.6M
12 Findlay Park Partners LLP 2.08% 674,755 $149.2M
13 McCollum Christoferson Group LLC 1.78% 26,843 $5.9M
14 Running Oak Capital LLC 1.74% 58,320 $12.9M
15 Fenimore Asset Management Inc 1.61% 326,625 $72.2M
16 Dearborn Partners LLC 1.27% 105,783 $23.4M
17 Middleton & Co Inc/Ma 1.21% 48,153 $10.6M
18 Foster Victor Wealth Advisors, LLC 1.16% 90,431 $20.3M
19 Sustainable Growth Advisers, LP 1.14% 547,179 $121.0M
20 Private Harbour Investment Management & Counsel, LLC 1.07% 4,389 $971K
21 Williams Jones Wealth Management, LLC. 1.03% 378,777 $83.8M
22 GDS Wealth Management 1.01% 75,961 $16.8M
23 ArrowMark Colorado Holdings LLC 0.97% 164,192 $36.3M
24 Fortune Financial Advisors, LLC 0.96% 8,521 $1.9M
25 London Co of Virginia 0.91% 670,852 $148.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Steris plc (STE)

What does the Smart Money Trend signal show for STE?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their STE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for STE?

More sellers than buyers — 42% buying: Last quarter: 489 funds reduced or exited vs 357 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for STE holders?

Elite ownership — 47% AUM from top-100 funds: 63 of 836 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in STE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held STE?

64% of holders stayed for 2+ years: 537 out of 839 hedge funds have held STE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Steris plc (STE) following the 2026 Q1 hedge fund 13F filings?

As of today, STE has moved -2.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.4% for the XLV sector ETF — an outperformance of -7.8%. Since the quarter end (March 31, 2026), STE has gained -6.6% vs +4.3% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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