680 hedge funds and large institutions have $20.3B invested in Steris in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 242 increasing their positions, 256 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+25
Holders Change %
+3.82%
% of All Funds
10.84%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
74
Increased
242
Reduced
256
Closed
39
Calls
$48.1M
Puts
$3.82M
Net Calls
+$44.3M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Shares
Change %
LFAS
426
Level Four Advisory Services
Texas
$475K -$4.61K -21 -1%
O
427
Ossiam
France
$472K -$104K -473 -18%
AWM
428
Apollon Wealth Management
South Carolina
$460K +$149K +680 +48%
ACM
429
Allred Capital Management
Texas
$456K +$120K +549 +36%
KAS
430
Kestra Advisory Services
Texas
$453K -$2.19K -10 -0.5%
Carson Wealth (CWM LLC)
431
Carson Wealth (CWM LLC)
Nebraska
$453K +$51.7K +236 +13%
CCA
432
Conestoga Capital Advisors
Pennsylvania
$453K +$120K +549 +36%
VI
433
Vestcor Inc
New Brunswick, Canada
$448K -$69.6K -317 -13%
VA
434
Vident Advisory
Georgia
$447K +$447K +2,038 New
P
435
Pitcairn
Pennsylvania
$440K +$48.3K +220 +12%
BRWA
436
B. Riley Wealth Advisors
Florida
$433K +$59K +269 +16%
KBFS
437
Kohmann Bosshard Financial Services
Ohio
$432K
WWP
438
WR Wealth Planners
Missouri
$428K -$47.2K -215 -10%
PWP
439
Phillips Wealth Planners
Mississippi
$426K +$16.9K +78 +4%
IWC
440
Integrated Wealth Concepts
Massachusetts
$424K +$23K +105 +6%
CI Investments Inc
441
CI Investments Inc
Ontario, Canada
$422K -$61.7K -281 -13%
GT
442
Greenleaf Trust
Michigan
$414K +$11.2K +51 +3%
BFA
443
Beaumont Financial Advisors
Massachusetts
$407K +$1.54K +7 +0.4%
MIM
444
MTM Investment Management
South Carolina
$405K +$4.83K +22 +1%
AT
445
American Trust
Kentucky
$401K -$58.1K -265 -13%
Northwestern Mutual Wealth Management
446
Northwestern Mutual Wealth Management
Wisconsin
$395K -$395K -1,799 -50%
WCF
447
West Coast Financial
California
$393K -$53.1K -242 -12%
DIA
448
Dana Investment Advisors
Wisconsin
$391K +$391K +1,780 New
CC
449
Courier Capital
New York
$389K -$7.24K -33 -2%
GAG
450
GM Advisory Group
New York
$383K