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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
JIC
426
Johnson Investment Counsel
Ohio
$631K +$702 +3 +0.1%
GT
427
Greenleaf Trust
Michigan
$614K +$7.25K +31 +1%
CI Investments Inc
428
CI Investments Inc
Ontario, Canada
$614K -$60.6K -259 -9%
CCA
429
Conestoga Capital Advisors
Pennsylvania
$613K -$23.9K -102 -4%
MCA
430
Magnolia Capital Advisors
Mississippi
$603K +$1.4K +6 +0.2%
FFA
431
Frazier Financial Advisors
Ohio
$589K -$22.2K -95 -4%
WI
432
Wahed Invest
New York
$580K +$54.3K +232 +11%
Verition Fund Management
433
Verition Fund Management
Connecticut
$575K -$229K -980 -29%
First Manhattan
434
First Manhattan
New York
$575K
WPW
435
Waldron Private Wealth
Pennsylvania
$569K +$277K +1,186 +102%
PWP
436
Phillips Wealth Planners
Mississippi
$568K +$26K +111 +5%
LFAS
437
Level Four Advisory Services
Texas
$557K +$30.2K +129 +5%
WR
438
WD Rutherford
Oregon
$556K -$702 -3 -0.1%
RWM
439
Ritholtz Wealth Management
New York
$555K -$11K -47 -2%
Carson Wealth (CWM LLC)
440
Carson Wealth (CWM LLC)
Nebraska
$550K -$4.91K -21 -0.9%
FA
441
FDx Advisors
Illinois
$549K -$46.8K -200 -8%
PAS
442
Park Avenue Securities
New York
$544K -$421K -1,802 -45%
AAMU
443
APG Asset Management US
New York
$541K -$6.18M -26,409 -92%
Wealthfront Advisers
444
Wealthfront Advisers
California
$538K +$12.6K +54 +2%
DWM
445
Dakota Wealth Management
Florida
$534K -$18.2K -78 -3%
TRCT
446
Tower Research Capital (TRC)
New York
$531K -$1.32M -5,656 -72%
EGM
447
Engineers Gate Manager
New York
$531K -$4.66M -19,931 -90%
Canada Pension Plan Investment Board
448
Canada Pension Plan Investment Board
Ontario, Canada
$522K -$2.94M -12,589 -85%
SQA
449
Simon Quick Advisors
New Jersey
$520K +$48.2K +206 +11%
CSPIA
450
Cary Street Partners Investment Advisory
Virginia
$508K +$4.91K +21 +1%

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.