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Steris
STE

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: 7 → 8 (+1)

3% more funds holding

Funds holding: 706 → 725 (+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

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
+$227M
2
SGA
Sustainable Growth Advisers
Connecticut
+$63.7M
3
Select Equity Group
Select Equity Group
New York
+$61.1M
4
JP Morgan Chase
JP Morgan Chase
New York
+$35.2M
5
National Pension Service
National Pension Service
South Korea
+$33M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$889M
2
BlackRock
BlackRock
New York
-$69.5M
3
Goldman Sachs
Goldman Sachs
New York
-$59.9M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
-$45M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$33.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
376
Evercore Wealth Management
New York
$831K – – –
LAM
377
LECAP Asset Management
United Kingdom
$814K +$817K +3,621 New
Mercer Global Advisors
378
Mercer Global Advisors
Colorado
$812K -$24.6K -109 -3%
GCA
379
Greenwood Capital Associates
South Carolina
$805K -$15.1K -67 -2%
RB
380
Rodgers Brothers
Pennsylvania
$801K – – –
LWAM
381
Legacy Wealth Asset Management
Minnesota
$797K +$677 +3 +0.1%
MSFS
382
Main Street Financial Solutions
Pennsylvania
$792K -$10.6K -47 -1%
AIP
383
Ameritas Investment Partners
Nebraska
$786K – – –
VEA
384
Virtus ETF Advisers
New York
$786K +$789K +3,497 New
EAM
385
Eagle Asset Management
Florida
$780K +$563K +2,498 +242%
AWM
386
Apollon Wealth Management
South Carolina
$776K -$288K -1,278 -27%
GT
387
Greenleaf Trust
Michigan
$771K +$356K +1,577 +85%
DTL
388
Dynamic Technology Lab
Singapore
$771K +$774K +3,431 New
MC
389
Matisse Capital
Oregon
$764K – – –
WIM
390
Westside Investment Management
California
$760K – – –
BC
391
Bowman & Company
Wisconsin
$754K +$1.58K +7 +0.2%
FI
392
Financial Insights
Washington
$743K -$60.7K -269 -8%
FT
393
Fiduciary Trust
Massachusetts
$739K +$23.5K +104 +3%
KRSITF
394
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$733K -$58.4K -259 -7%
IFU
395
iSAM Funds (UK)
United Kingdom
$725K +$115K +510 +19%
CCIA
396
Campbell & Co Investment Adviser
Maryland
$716K +$294K +1,302 +69%
MOS
397
MGO One Seven
Ohio
$705K -$155K -689 -18%
GJWM
398
Gilliland Jeter Wealth Management
Arkansas
$696K -$221K -979 -24%
FFA
399
Frazier Financial Advisors
Ohio
$695K +$693K +3,073 +15,365%
IB
400
Intrust Bank
Kansas
$695K -$31.1K -138 -4%
14 15
16
17 18

STE Hedge Fund Activity: Q1 2024 in Review

725 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q1 2024, worth a combined $21.4B — down 0.28% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new STE positions and 47 closed out — a net gain of 24 holders — while 295 added to existing stakes and 236 trimmed.

The largest buyer was Generation Investment Management, adding an estimated $227M. The largest seller was Morgan Stanley, cutting an estimated $889M.

  • 725 institutional investors held Steris (STE) as of Q1 2024, up from 706 in Q4 2023.
  • Funds reported $21.4B of Steris stock for Q1 2024, down 0.28% quarter-over-quarter.
  • 71 funds opened new Steris positions in Q1 2024 and 47 closed out, a net change of +24 holders.
  • The largest Steris buyer in Q1 2024 was Generation Investment Management, an estimated $227M added.
  • The largest Steris seller in Q1 2024 was Morgan Stanley, an estimated $889M sold.

Based on aggregated 13F filings for Q1 2024.