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765 hedge funds and large institutions have $18.8B invested in Steris in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 256 increasing their positions, 308 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

436% more call options, than puts

Call options by funds: $8.59M | Put options by funds: $1.6M

22% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 79

1% more funds holding

Funds holding: 757765 (+8)

2.45% less ownership

Funds ownership: 95.42%92.98% (-2.4%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

16% less capital invested

Capital invested by funds: $22.5B → $18.8B (-$3.68B)

17% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 308

Holders
765
Holders Change
+8
Holders Change %
+1.06%
% of All Funds
10.08%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
96
Increased
256
Reduced
308
Closed
79
Calls
$8.59M
Puts
$1.6M
Net Calls
+$6.99M
Net Calls Change
-$8.11M
Name Holding Trade Value Shares
Change
Change in
Stake
SP
426
Stonebrook Private
Michigan
$633K -$35.5K -162 -5%
OHWP
427
Oak Harbor Wealth Partners
North Carolina
$618K -$14K -64 -2%
AC
428
Allstate Corporation
Illinois
$612K +$653K +2,975 New
TMAM
429
Tokio Marine Asset Management
Japan
$605K
SPA
430
Sherbrooke Park Advisers
New York
$603K +$643K +2,932 New
CI Investments Inc
431
CI Investments Inc
Ontario, Canada
$592K +$76.3K +348 +14%
SCM
432
Seascape Capital Management
New Hampshire
$589K -$10.1K -46 -2%
AIP
433
Ameritas Investment Partners
Nebraska
$588K -$127K -578 -17%
FT
434
Fiduciary Trust
Massachusetts
$583K -$74.4K -339 -11%
LWM
435
Lakeridge Wealth Management
Ohio
$576K +$20.8K +95 +4%
TW
436
TrinityPoint Wealth
Connecticut
$575K +$4.61K +21 +0.8%
WF
437
Welch & Forbes
Massachusetts
$573K
KIA
438
Knollwood Investment Advisory
Maryland
$570K
IMCOOI
439
Investment Management Corp of Ontario (IMCO)
Canada
$568K -$132K -600 -18%
VSQM
440
V-Square Quantitative Management
Illinois
$567K +$23K +105 +4%
OAM
441
Ostrum Asset Management
France
$565K -$827K -3,768 -58%
CAM
442
Cresset Asset Management
Illinois
$564K -$1.53M -6,962 -72%
ACM
443
Allred Capital Management
Texas
$562K +$599K +2,732 New
RWP
444
RWA Wealth Partners
Massachusetts
$561K +$598K +2,727 New
ORI
445
Oak Ridge Investments
Illinois
$558K -$5.09M -23,186 -90%
CIA
446
Compass Ion Advisors
Pennsylvania
$552K -$25.2K -115 -4%
ECM
447
Everence Capital Management
Indiana
$549K -$105K -480 -15%
Capstone Investment Advisors
448
Capstone Investment Advisors
New York
$546K +$177K +807 +44%
GJWM
449
Gilliland Jeter Wealth Management
Arkansas
$536K -$53.5K -244 -9%
JIC
450
Johnson Investment Counsel
Ohio
$534K -$658 -3 -0.1%

STE Hedge Fund Activity: Q4 2024 in Review

765 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2024, worth a combined $18.8B — down 16% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new STE positions and 79 closed out — a net gain of 17 holders — while 256 added to existing stakes and 308 trimmed.

The largest buyer was Select Equity Group, adding an estimated $355M. The largest seller was Massachusetts Financial Services, cutting an estimated $296M.

  • 765 institutional investors held Steris (STE) as of Q4 2024, up from 757 in Q3 2024.
  • Funds reported $18.8B of Steris stock for Q4 2024, down 16% quarter-over-quarter.
  • 96 funds opened new Steris positions in Q4 2024 and 79 closed out, a net change of +17 holders.
  • The largest Steris buyer in Q4 2024 was Select Equity Group, an estimated $355M added.
  • The largest Steris seller in Q4 2024 was Massachusetts Financial Services, an estimated $296M sold.

Based on aggregated 13F filings for Q4 2024.