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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
PS
451
Principal Securities
Iowa
$483K -$24.4K -108 -5%
CSPIA
452
Cary Street Partners Investment Advisory
Virginia
$482K +$30.4K +135 +7%
LFAS
453
Level Four Advisory Services
Texas
$477K
BTWM
454
Baker Tilly Wealth Management
Wisconsin
$477K -$28.2K -125 -6%
MFS
455
Mirabella Financial Services
United Kingdom
$476K +$477K +2,116 New
DIA
456
Dana Investment Advisors
Wisconsin
$474K +$56.4K +250 +13%
9WM
457
9258 Wealth Management
Ohio
$472K +$13.1K +58 +3%
OWM
458
OneAscent Wealth Management
Alabama
$465K +$3.61K +16 +0.8%
GT
459
Glenview Trust
Kentucky
$461K +$13.3K +59 +3%
P
460
Pitcairn
Pennsylvania
$456K +$8.8K +39 +2%
VI
461
Vestcor Inc
New Brunswick, Canada
$448K -$3.83K -17 -0.8%
KBFS
462
Kohmann Bosshard Financial Services
Ohio
$443K
ATC
463
Argent Trust Co
Tennessee
$443K +$219K +969 +97%
PWP
464
Phillips Wealth Planners
Mississippi
$441K +$30.2K +134 +6%
LNWWM
465
Laird Norton Wetherby Wealth Management
California
$439K -$32.5K -144 -7%
WI
466
Wahed Invest
New York
$434K +$435K +1,930 New
BRWA
467
B. Riley Wealth Advisors
Florida
$433K +$47.1K +209 +12%
IIM
468
INTECH Investment Management
Florida
$428K -$853K -3,784 -67%
Northwestern Mutual Wealth Management
469
Northwestern Mutual Wealth Management
Wisconsin
$426K -$1.8K -8 -0.4%
WC
470
Waterloo Capital
Texas
$417K +$178K +790 +74%
BFA
471
Beaumont Financial Advisors
Massachusetts
$416K
Capstone Investment Advisors
472
Capstone Investment Advisors
New York
$411K +$370K +1,641 +887%
TIAA Trust, National Association
473
TIAA Trust, National Association
North Carolina
$404K +$54.6K +242 +16%
LSAG
474
Lake Street Advisors Group
New Hampshire
$404K -$6.77K -30 -2%
MAP
475
Moody Aldrich Partners
Massachusetts
$402K -$1.8K -8 -0.4%