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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 %
AT
476
American Trust
Kentucky
$389K -$8.32K -37 -2%
EF
477
Empowered Funds
Pennsylvania
$389K +$133K +592 +52%
HNB
478
Huntington National Bank
Ohio
$384K +$8.32K +37 +2%
IWC
479
Integrated Wealth Concepts
Massachusetts
$383K +$1.35K +6 +0.4%
WSC
480
Wellington Shields & Co
New York
$382K +$78.7K +350 +26%
AA
481
Ancora Advisors
Ohio
$382K – – –
SC
482
Shearwater Capital
Colorado
$381K – – –
CTC
483
Central Trust Company
Missouri
$368K -$113K -501 -23%
FAIM
484
Financial Advocates Investment Management
Washington
$363K -$4.95K -22 -1%
SWM
485
Shakespeare Wealth Management
Wisconsin
$362K – – –
WCF
486
West Coast Financial
California
$359K -$19.8K -88 -5%
RWM
487
Revisor Wealth Management
Ohio
$356K +$356K +1,600 New
HPM
488
Hoxton Planning & Management
West Virginia
$356K -$3.37K -15 -0.9%
OFS
489
OneAscent Financial Services
Alabama
$354K +$20.2K +90 +6%
Lido Advisors
490
Lido Advisors
California
$352K +$18.9K +84 +6%
IMCOOI
491
Investment Management Corp of Ontario (IMCO)
Canada
$352K -$157K -700 -31%
PA
492
Profund Advisors
Maryland
$352K -$4.27K -19 -1%
AO
493
Advisor OS
Illinois
$350K +$14.8K +66 +4%
ACM
494
Alta Capital Management
Utah
$345K -$80.9K -360 -19%
SCM
495
Suvretta Capital Management
New York
$344K +$344K +1,530 New
CWS
496
Confluence Wealth Services
Pennsylvania
$339K +$44.5K +198 +15%
HFAS
497
Hummer Financial Advisory Services
Illinois
$337K – – –
FB
498
Fulton Bank
Pennsylvania
$337K +$30.4K +135 +10%
CIBC Private Wealth Group
499
CIBC Private Wealth Group
Georgia
$336K +$3.09K +14 +0.9%
VA
500
Vident Advisory
Georgia
$334K -$145K -645 -30%
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