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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
SIA
401
SkyView Investment Advisors
New Jersey
$691K +$693K +3,072 New
GC
402
Guggenheim Capital
Illinois
$678K +$82.3K +365 +14%
SEM
403
Suncoast Equity Management
Florida
$665K +$44K +195 +7%
SCM
404
Semanteon Capital Management
Massachusetts
$662K +$664K +2,946 New
SP
405
Stonebrook Private
Michigan
$661K +$41.3K +183 +7%
QWP
406
Quotient Wealth Partners
Texas
$650K -$236K -1,048 -27%
AWS
407
Atria Wealth Solutions
New York
$650K -$18.5K -82 -3%
SCM
408
Seascape Capital Management
New Hampshire
$648K -$10.2K -45 -2%
CI Investments Inc
409
CI Investments Inc
Ontario, Canada
$644K +$276K +1,222 +74%
OIA
410
OneDigital Investment Advisors
Kansas
$644K -$72.2K -320 -10%
TW
411
TritonPoint Wealth
Maryland
$640K -$53.9K -239 -8%
TRCT
412
Tower Research Capital (TRC)
New York
$635K -$2.44M -10,825 -79%
FTDI
413
First Trust Direct Indexing
Massachusetts
$634K +$32.9K +146 +5%
PFG
414
PAX Financial Group
Texas
$628K -$40.6K -180 -6%
TMAM
415
Tokio Marine Asset Management
Japan
$627K +$55.3K +245 +10%
Fifth Third Bancorp
416
Fifth Third Bancorp
Ohio
$623K -$103K -456 -14%
TW
417
TrinityPoint Wealth
Connecticut
$622K -$4.51K -20 -0.7%
OHWP
418
Oak Harbor Wealth Partners
North Carolina
$621K +$19.8K +88 +3%
WR
419
WD Rutherford
Oregon
$616K
FA
420
FDx Advisors
Illinois
$615K -$20.3K -90 -3%
LWM
421
Lakeridge Wealth Management
Ohio
$606K +$1.58K +7 +0.3%
AAM
422
Advisors Asset Management
Colorado
$603K +$22.8K +101 +4%
CIA
423
Compass Ion Advisors
Pennsylvania
$603K -$361K -1,600 -37%
Squarepoint
424
Squarepoint
New York
$603K +$677 +3 +0.1%
PWG
425
Portside Wealth Group
Utah
$597K -$902 -4 -0.2%