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725 hedge funds and large institutions have $21.4B invested in Steris in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 295 increasing their positions, 236 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $14.9M | Put options by funds: $4.16M

51% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 47

25% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 236

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

3% more funds holding

Funds holding: 706725 (+19)

0% less capital invested

Capital invested by funds: $21.5B → $21.4B (-$59.4M)

2.4% less ownership

Funds ownership: 99.11%96.71% (-2.4%)

Holders
725
Holders Change
+19
Holders Change %
+2.69%
% of All Funds
10.44%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
71
Increased
295
Reduced
236
Closed
47
Calls
$14.9M
Puts
$4.16M
Net Calls
+$10.7M
Net Calls Change
-$34M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
301
Janney Montgomery Scott
Pennsylvania
$1.74M -$54.6K -242 -3%
CFCI
302
Comprehensive Financial Consultants Institutional
Indiana
$1.73M +$84.1K +373 +5%
Cambridge Investment Research Advisors
303
Cambridge Investment Research Advisors
Iowa
$1.71M +$52.8K +234 +3%
HIP
304
Harrell Investment Partners
Texas
$1.7M -$154K -682 -8%
Schroder Investment Management Group
305
Schroder Investment Management Group
United Kingdom
$1.69M -$141K -627 -8%
KRS
306
Kentucky Retirement Systems
Kentucky
$1.69M -$90.4K -401 -5%
BG
307
Bahl & Gaynor
Ohio
$1.65M -$78.9K -350 -5%
SCA
308
Snowden Capital Advisors
New York
$1.64M -$148K -656 -8%
OAM
309
Ostrum Asset Management
France
$1.62M +$399K +1,770 +33%
Focus Partners Wealth
310
Focus Partners Wealth
Massachusetts
$1.61M +$378K +1,677 +31%
FFA
311
Fortune Financial Advisors
Kansas
$1.61M -$18.5K -82 -1%
CIA
312
Concurrent Investment Advisors
Florida
$1.56M -$509K -2,257 -25%
EP
313
Edgestream Partners
New Jersey
$1.54M +$1.54M +6,844 New
PCM
314
Prelude Capital Management
New York
$1.54M +$939K +4,161 +155%
HCM
315
Hilton Capital Management
New York
$1.52M +$861K +3,817 +129%
MSRPS
316
Maryland State Retirement & Pension System
Maryland
$1.51M
Pacer Advisors
317
Pacer Advisors
Pennsylvania
$1.5M +$40.4K +179 +3%
Nordea Investment Management
318
Nordea Investment Management
Sweden
$1.48M +$60.7K +269 +4%
MCCP
319
Mission Creek Capital Partners
California
$1.45M -$223K -987 -13%
MWS
320
Maxwell Wealth Strategies
California
$1.44M +$1.18M +5,250 +445%
CGH
321
Crossmark Global Holdings
Texas
$1.43M +$677 +3 +0%
IWA
322
Invera Wealth Advisors
Oregon
$1.42M +$786K +3,484 +97%
DWP
323
Daymark Wealth Partners
Ohio
$1.41M
CIG
324
Cullen Investment Group
Louisiana
$1.41M +$84.1K +373 +6%
TFS
325
Thoroughbred Financial Services
Tennessee
$1.38M -$1.05M -4,641 -43%