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Steris
STE

Overview Fund Activity

704 hedge funds and large institutions have $21.4B invested in Steris in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 251 increasing their positions, 262 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+24
Holders Change %
+3.53%
% of All Funds
10.32%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
84
Increased
251
Reduced
262
Closed
48
Calls
$47.2M
Puts
$2.42M
Net Calls
+$44.8M
Net Calls Change
+$439K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$849M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$171M
3
BlackRock
BlackRock
New York
+$118M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$78.3M
5
APG Asset Management
APG Asset Management
Netherlands
+$63.5M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$125M
2
Select Equity Group
Select Equity Group
New York
-$63.5M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$60.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$38.4M
5
BTW
Boston Trust Walden
Massachusetts
-$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
476
Shakespeare Wealth Management
Wisconsin
$354K – – –
HPM
477
Hoxton Planning & Management
West Virginia
$351K -$23.3K -106 -6%
GS
478
GTS Securities
New York
$349K +$349K +1,587 New
PA
479
Profund Advisors
Maryland
$348K +$15K +68 +4%
TIAA Trust, National Association
480
TIAA Trust, National Association
North Carolina
$342K -$1.76K -8 -0.5%
CIBC Private Wealth Group
481
CIBC Private Wealth Group
Georgia
$332K +$47.5K +216 +17%
HFAS
482
Hummer Financial Advisory Services
Illinois
$330K – – –
AO
483
Advisor OS
Illinois
$328K +$8.79K +40 +3%
BWG
484
Berry Wealth Group
Texas
$326K +$326K +1,483 New
OFS
485
OneAscent Financial Services
Alabama
$326K -$43.5K -198 -12%
Lido Advisors
486
Lido Advisors
California
$326K +$51.9K +236 +19%
ACIM
487
Azimuth Capital Investment Management
Michigan
$325K +$26.4K +120 +9%
PWPS
488
Pinnacle Wealth Planning Services
Ohio
$322K -$660 -3 -0.2%
CL
489
Choreo LLC
Illinois
$320K +$320K +1,457 New
SS
490
Simplicity Solutions
Minnesota
$319K -$28.1K -128 -8%
BFG
491
Bleakley Financial Group
New Jersey
$319K -$28.1K -128 -8%
BHCM
492
Brevan Howard Capital Management
Jersey
$319K +$319K +1,451 New
FIM
493
Freedom Investment Management
Connecticut
$315K +$20.2K +92 +7%
NIM
494
NEOS Investment Management
Connecticut
$310K +$310K +1,408 New
JIC
495
Johnson Investment Counsel
Ohio
$307K – – –
IGAM
496
iA Global Asset Management
Quebec, Canada
$305K -$2.86K -13 -0.9%
DC
497
Davenport & Co
Virginia
$304K – – –
BCWM
498
Bartlett & Co Wealth Management
Ohio
$303K +$222K +1,000 +272%
BC
499
Bartlett & Co
Ohio
$303K +$222K +1,000 +272%
HI
500
Horizon Investments
North Carolina
$303K -$18K -82 -6%
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