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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
MIM
476
MTM Investment Management
South Carolina
$400K -$15.3K -68 -4%
CC
477
Courier Capital
New York
$399K
GAG
478
GM Advisory Group
New York
$392K
AT
479
American Trust
Kentucky
$389K -$8.35K -37 -2%
EF
480
Empowered Funds
Pennsylvania
$389K +$134K +592 +52%
HNB
481
Huntington National Bank
Ohio
$384K +$8.35K +37 +2%
IWC
482
Integrated Wealth Concepts
Massachusetts
$383K +$1.35K +6 +0.4%
WSC
483
Wellington Shields & Co
New York
$382K +$78.9K +350 +26%
AA
484
Ancora Advisors
Ohio
$382K
SC
485
Shearwater Capital
Colorado
$381K
CTC
486
Central Trust Company
Missouri
$368K -$113K -501 -23%
FAIM
487
Financial Advocates Investment Management
Washington
$363K -$4.96K -22 -1%
SWM
488
Shakespeare Wealth Management
Wisconsin
$362K
WCF
489
West Coast Financial
California
$359K -$19.8K -88 -5%
RWM
490
Revisor Wealth Management
Ohio
$356K +$361K +1,600 New
HPM
491
Hoxton Planning & Management
West Virginia
$356K -$3.38K -15 -0.9%
OFS
492
OneAscent Financial Services
Alabama
$354K +$20.3K +90 +6%
Lido Advisors
493
Lido Advisors
California
$352K +$18.9K +84 +6%
IMCOOI
494
Investment Management Corp of Ontario (IMCO)
Canada
$352K -$158K -700 -31%
PA
495
Profund Advisors
Maryland
$352K -$4.29K -19 -1%
AO
496
Advisor OS
Illinois
$350K +$14.9K +66 +4%
ACM
497
Alta Capital Management
Utah
$345K -$81.2K -360 -19%
SCM
498
Suvretta Capital Management
New York
$344K +$345K +1,530 New
CWS
499
Confluence Wealth Services
Pennsylvania
$339K +$44.7K +198 +15%
HFAS
500
Hummer Financial Advisory Services
Illinois
$337K