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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
OHWP
401
Oak Harbor Wealth Partners
North Carolina
$744K +$45.6K +195 +7%
O
402
Ossiam
France
$744K +$189K +807 +36%
AWAU
403
Alliance Wealth Advisors (Utah)
Utah
$736K -$294K -1,256 -29%
FFO
404
Fiduciary Family Office
Florida
$727K +$119K +508 +20%
TMAM
405
Tokio Marine Asset Management
Japan
$714K +$36.2K +155 +6%
KRSITF
406
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$708K -$62.4K -267 -8%
SCM
407
Seascape Capital Management
New Hampshire
$707K +$9.35K +40 +1%
William Blair & Company
408
William Blair & Company
Illinois
$698K -$180K -771 -21%
FFA
409
Farther Finance Advisors
California
$696K -$195K -833 -22%
OWM
410
OneAscent Wealth Management
Alabama
$693K +$46.8K +200 +8%
GJWM
411
Gilliland Jeter Wealth Management
Arkansas
$692K -$5.14K -22 -0.8%
Fifth Third Bancorp
412
Fifth Third Bancorp
Ohio
$691K
CIA
413
Compass Ion Advisors
Pennsylvania
$679K +$27.6K +118 +4%
WF
414
Welch & Forbes
Massachusetts
$676K
AWM
415
Apollon Wealth Management
South Carolina
$675K -$34.8K -149 -5%
TW
416
TrinityPoint Wealth
Connecticut
$673K -$2.81K -12 -0.4%
KIA
417
Knollwood Investment Advisory
Maryland
$673K
AAM
418
Advisors Asset Management
Colorado
$666K -$5.85K -25 -0.9%
DT
419
Diversified Trust
Tennessee
$664K -$511K -2,185 -44%
LWM
420
Lakeridge Wealth Management
Ohio
$656K +$1.64K +7 +0.3%
PFG
421
PAX Financial Group
Texas
$656K -$16.1K -69 -2%
NONA
422
Ninety One North America
New York
$652K +$629K +2,690 New
Squarepoint
423
Squarepoint
New York
$644K -$5.14K -22 -0.8%
VSQM
424
V-Square Quantitative Management
Illinois
$644K +$5.61K +24 +0.9%
IB
425
Intrust Bank
Kansas
$644K -$64.1K -274 -9%

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.