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Steris
STE

Overview Fund Activity

743 hedge funds and large institutions have $20.9B invested in Steris in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 288 increasing their positions, 269 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
743
Holders Change
+21
Holders Change %
+2.91%
% of All Funds
10.81%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
68
Increased
288
Reduced
269
Closed
42
Calls
$12.5M
Puts
$8.85M
Net Calls
+$3.62M
Net Calls Change
-$7.1M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
+$175M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$171M
3
UBS AM
UBS AM
Illinois
+$85.5M
4
Franklin Resources
Franklin Resources
California
+$62.6M
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$57.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$289M
2
BlackRock
BlackRock
New York
-$140M
3
Sands Capital Management
Sands Capital Management
Virginia
-$92.1M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$68.7M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$30.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
426
Conestoga Capital Advisors
Pennsylvania
$578K -$5.05K -23 -0.9%
VSQM
427
V-Square Quantitative Management
Illinois
$578K +$15.4K +70 +3%
MOS
428
MGO One Seven
Ohio
$572K -$117K -531 -17%
JIC
429
Johnson Investment Counsel
Ohio
$570K +$263K +1,200 +86%
PWG
430
Portside Wealth Group
Utah
$569K -$14.1K -64 -2%
FFA
431
Frazier Financial Advisors
Ohio
$554K -$125K -568 -18%
GT
432
Greenleaf Trust
Michigan
$549K -$204K -929 -27%
FFO
433
Fiduciary Family Office
Florida
$546K – – –
MCA
434
Magnolia Capital Advisors
Mississippi
$545K +$545K +2,480 New
FA
435
FDx Advisors
Illinois
$541K -$59.7K -272 -10%
GC
436
Guggenheim Capital
Illinois
$537K -$125K -568 -19%
AWS
437
Atria Wealth Solutions
New York
$534K -$100K -457 -16%
OFS
438
OneAscent Financial Services
Alabama
$534K +$188K +859 +55%
LFAS
439
Level Four Advisory Services
Texas
$523K +$46.5K +212 +10%
First Manhattan
440
First Manhattan
New York
$520K – – –
PWP
441
Phillips Wealth Planners
Mississippi
$517K +$39.8K +185 +8%
RWM
442
Ritholtz Wealth Management
New York
$512K -$4.17K -19 -0.8%
MCM
443
MAI Capital Management
Ohio
$510K -$5.71K -26 -1%
Capstone Investment Advisors
444
Capstone Investment Advisors
New York
$506K +$105K +480 +26%
WR
445
WD Rutherford
Oregon
$504K -$97.7K -445 -16%
Carson Wealth (CWM LLC)
446
Carson Wealth (CWM LLC)
Nebraska
$503K +$18.7K +85 +4%
Two Sigma Advisers
447
Two Sigma Advisers
New York
$503K +$503K +2,290 New
DWM
448
Dakota Wealth Management
Florida
$500K -$23.9K -109 -5%
O
449
Ossiam
France
$496K +$21.3K +97 +4%
9WM
450
9258 Wealth Management
Ohio
$491K +$30.7K +140 +7%
16 17
18
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