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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
AAM
451
Advisors Asset Management
Colorado
$526K -$40.6K -185 -7%
CCA
452
Conestoga Capital Advisors
Pennsylvania
$520K
PWP
453
Phillips Wealth Planners
Mississippi
$518K +$1.54K +7 +0.3%
BAM
454
Blueshift Asset Management
New Jersey
$517K +$552K +2,516 New
AWM
455
Apollon Wealth Management
South Carolina
$512K -$63.8K -291 -10%
GFM
456
GF Fund Management
China
$509K +$544K +2,478 New
Fifth Third Bancorp
457
Fifth Third Bancorp
Ohio
$509K -$81.4K -371 -13%
Carson Wealth (CWM LLC)
458
Carson Wealth (CWM LLC)
Nebraska
$509K +$45.2K +206 +9%
WI
459
Wahed Invest
New York
$508K +$16.9K +77 +3%
LFAS
460
Level Four Advisory Services
Texas
$504K -$12.3K -56 -2%
BFM
461
Boothbay Fund Management
New York
$502K +$536K +2,443 New
GT
462
Greenleaf Trust
Michigan
$499K -$22.8K -104 -4%
O
463
Ossiam
France
$497K -$143K -650 -21%
NONA
464
Ninety One North America
New York
$489K -$68.2K -311 -12%
First Manhattan
465
First Manhattan
New York
$487K
PAS
466
Park Avenue Securities
New York
$487K +$27.6K +126 +6%
FFA
467
Frazier Financial Advisors
Ohio
$478K -$21.9K -100 -4%
VA
468
Vident Advisory
Georgia
$473K +$71.5K +326 +16%
FA
469
FDx Advisors
Illinois
$473K +$8.78K +40 +2%
FFA
470
Farther Finance Advisors
California
$472K -$125K -572 -20%
RWM
471
Ritholtz Wealth Management
New York
$469K -$1.1K -5 -0.2%
TWP
472
Tyche Wealth Partners
Texas
$462K +$493K +2,249 New
ATC
473
Argent Trust Co
Tennessee
$455K +$51.8K +236 +12%
WWM
474
Whalen Wealth Management
Nevada
$447K +$477K +2,173 New
CWM
475
Cranbrook Wealth Management
Michigan
$444K +$19.7K +90 +4%

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.