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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
CCA
426
Conestoga Capital Advisors
Pennsylvania
$597K +$3.38K +15 +0.6%
FFA
427
Farther Finance Advisors
California
$592K -$724K -3,211 -55%
WF
428
Welch & Forbes
Massachusetts
$582K
VSQM
429
V-Square Quantitative Management
Illinois
$576K +$89.1K +395 +18%
FFO
430
Fiduciary Family Office
Florida
$559K -$126K -559 -18%
SLAM
431
Swiss Life Asset Management
$546K -$733K -3,251 -57%
SWS
432
SYSTM Wealth Solutions
Illinois
$546K -$42K -186 -7%
DWM
433
Dakota Wealth Management
Florida
$537K -$50.1K -222 -9%
ET
434
Entropy Technologies
New York
$537K -$890K -3,945 -62%
KPWS
435
Kestra Private Wealth Services
Texas
$535K -$6.99K -31 -1%
First Manhattan
436
First Manhattan
New York
$533K
S
437
SignatureFD
Georgia
$531K -$245K -1,086 -31%
RWM
438
Ritholtz Wealth Management
New York
$529K -$2.26K -10 -0.4%
MCM
439
MAI Capital Management
Ohio
$528K -$27.1K -120 -5%
ACM
440
Allred Capital Management
Texas
$527K +$54.6K +242 +12%
NIM
441
NEOS Investment Management
Connecticut
$522K +$206K +915 +65%
WWP
442
WR Wealth Planners
Missouri
$499K +$2.03K +9 +0.4%
Wealthfront Advisers
443
Wealthfront Advisers
California
$498K +$85.9K +381 +21%
Carson Wealth (CWM LLC)
444
Carson Wealth (CWM LLC)
Nebraska
$496K +$39.2K +174 +9%
Public Sector Pension Investment Board (PSP Investments)
445
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$496K
PP
446
PDT Partners
New York
$495K -$113K -501 -19%
KAS
447
Kestra Advisory Services
Texas
$488K +$12.9K +57 +3%
Arrowstreet Capital
448
Arrowstreet Capital
Massachusetts
$488K +$124K +550 +34%
Vontobel Holding
449
Vontobel Holding
Switzerland
$488K
O
450
Ossiam
France
$486K -$109K -485 -18%