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757 hedge funds and large institutions have $22.5B invested in Steris in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 247 increasing their positions, 308 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

502% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $3.01M

33% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 58

8% more capital invested

Capital invested by funds: $20.9B → $22.5B (+$1.65B)

2% more funds holding

Funds holding: 745757 (+12)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1.12% less ownership

Funds ownership: 96.54%95.42% (-1.1%)

20% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 308

Holders
757
Holders Change
+12
Holders Change %
+1.61%
% of All Funds
10.87%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
77
Increased
247
Reduced
308
Closed
58
Calls
$18.1M
Puts
$3.01M
Net Calls
+$15.1M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CPC
226
Consolidated Planning Corp
Georgia
$3.82M +$411K +1,758 +13%
BA
227
Bridgewater Associates
Connecticut
$3.82M -$1.45M -6,212 -28%
SWP
228
Stratos Wealth Partners
Ohio
$3.78M +$224K +959 +7%
OSAM
229
O'Shaughnessy Asset Management
Connecticut
$3.72M +$245K +1,046 +7%
JFG
230
Jefferies Financial Group
New York
$3.65M +$1.5M +6,410 +74%
MWA
231
Meridian Wealth Advisors
Texas
$3.61M +$254K +1,086 +8%
NYLIM
232
New York Life Investment Management
New York
$3.54M -$112K -481 -3%
YCM
233
Yousif Capital Management
Michigan
$3.54M -$38.6K -165 -1%
CIBC Asset Management
234
CIBC Asset Management
Ontario, Canada
$3.49M +$254K +1,088 +8%
Truist Financial
235
Truist Financial
North Carolina
$3.45M -$710K -3,036 -18%
Daiwa Securities Group
236
Daiwa Securities Group
Japan
$3.33M +$298K +1,276 +10%
X
237
Xponance
Pennsylvania
$3.3M +$56.1K +240 +2%
Nisa Investment Advisors
238
Nisa Investment Advisors
Missouri
$3.28M +$468 +2 +0%
AssetMark Inc
239
AssetMark Inc
California
$3.25M +$619K +2,647 +25%
Mirae Asset Global ETFs Holdings
240
Mirae Asset Global ETFs Holdings
Hong Kong
$3.25M -$55.7K -238 -2%
CWM
241
CIBC World Markets
New York
$3.25M +$144K +616 +5%
MML Investors Services
242
MML Investors Services
Massachusetts
$3.21M -$269K -1,152 -8%
CCM
243
Coldstream Capital Management
Washington
$3.18M +$123K +525 +4%
SI
244
Stephens Inc
Arkansas
$3.18M -$167K -714 -5%
Allianz Asset Management
245
Allianz Asset Management
Germany
$3.15M +$41.6K +178 +1%
SAM
246
Silvercrest Asset Management
New York
$3.12M -$84K -359 -3%
ET
247
Equitable Trust
Tennessee
$3.1M -$41.6K -178 -1%
TI
248
Tidal Investments
Wisconsin
$3.07M +$513K +2,193 +21%
BG
249
BDF Gestion
France
$3.05M
Bank of Nova Scotia
250
Bank of Nova Scotia
Ontario, Canada
$2.99M +$429K +1,833 +17%

STE Hedge Fund Activity: Q3 2024 in Review

757 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q3 2024, worth a combined $22.5B — up 7.9% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new STE positions and 58 closed out — a net gain of 19 holders — while 247 added to existing stakes and 308 trimmed.

The largest buyer was Slocum, Gordon & Co, adding an estimated $213M. The largest seller was APG Asset Management, cutting an estimated $225M.

  • 757 institutional investors held Steris (STE) as of Q3 2024, up from 745 in Q2 2024.
  • Funds reported $22.5B of Steris stock for Q3 2024, up 7.9% quarter-over-quarter.
  • 77 funds opened new Steris positions in Q3 2024 and 58 closed out, a net change of +19 holders.
  • The largest Steris buyer in Q3 2024 was Slocum, Gordon & Co, an estimated $213M added.
  • The largest Steris seller in Q3 2024 was APG Asset Management, an estimated $225M sold.

Based on aggregated 13F filings for Q3 2024.