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Steris
STE

Overview Fund Activity

722 hedge funds and large institutions have $21.4B invested in Steris in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 294 increasing their positions, 235 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
+18
Holders Change %
+2.56%
% of All Funds
10.47%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
70
Increased
294
Reduced
235
Closed
47
Calls
$14.9M
Puts
$4.16M
Net Calls
+$10.7M
Net Calls Change
-$34M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
+$226M
2
SGA
Sustainable Growth Advisers
Connecticut
+$63.5M
3
Select Equity Group
Select Equity Group
New York
+$60.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$35.1M
5
National Pension Service
National Pension Service
South Korea
+$32.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$886M
2
BlackRock
BlackRock
New York
-$69.3M
3
Goldman Sachs
Goldman Sachs
New York
-$59.8M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
-$44.9M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$33.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTWM
451
Baker Tilly Wealth Management
Wisconsin
$477K -$28.1K -125 -6%
MFS
452
Mirabella Financial Services
United Kingdom
$476K +$476K +2,116 New
DIA
453
Dana Investment Advisors
Wisconsin
$474K +$56.2K +250 +13%
9WM
454
9258 Wealth Management
Ohio
$472K +$13K +58 +3%
OWM
455
OneAscent Wealth Management
Alabama
$465K +$3.6K +16 +0.8%
GT
456
Glenview Trust
Kentucky
$461K +$13.3K +59 +3%
P
457
Pitcairn
Pennsylvania
$456K +$8.77K +39 +2%
VI
458
Vestcor Inc
New Brunswick, Canada
$448K -$3.82K -17 -0.8%
KBFS
459
Kohmann Bosshard Financial Services
Ohio
$443K – – –
ATC
460
Argent Trust Co
Tennessee
$443K +$218K +969 +97%
PWP
461
Phillips Wealth Planners
Mississippi
$441K +$26.7K +134 +6%
LNWWM
462
Laird Norton Wetherby Wealth Management
California
$439K -$32.4K -144 -7%
WI
463
Wahed Invest
New York
$434K +$434K +1,930 New
BRWA
464
B. Riley Wealth Advisors
Florida
$433K +$45.9K +209 +12%
IIM
465
INTECH Investment Management
Florida
$428K -$851K -3,784 -67%
Northwestern Mutual Wealth Management
466
Northwestern Mutual Wealth Management
Wisconsin
$426K -$1.8K -8 -0.4%
WC
467
Waterloo Capital
Texas
$417K +$178K +790 +74%
BFA
468
Beaumont Financial Advisors
Massachusetts
$416K – – –
Capstone Investment Advisors
469
Capstone Investment Advisors
New York
$411K +$369K +1,641 +887%
TIAA Trust, National Association
470
TIAA Trust, National Association
North Carolina
$404K +$54.4K +242 +16%
LSAG
471
Lake Street Advisors Group
New Hampshire
$404K -$6.74K -30 -2%
MAP
472
Moody Aldrich Partners
Massachusetts
$402K -$1.8K -8 -0.4%
MIM
473
MTM Investment Management
South Carolina
$400K -$15.3K -68 -4%
CC
474
Courier Capital
New York
$399K – – –
GAG
475
GM Advisory Group
New York
$392K – – –
17 18
19
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