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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
IB
476
Intrust Bank
Kansas
$441K -$111K -507 -19%
DWM
477
Dakota Wealth Management
Florida
$441K -$12.1K -55 -2%
PS
478
Principal Securities
Iowa
$427K +$6.58K +30 +1%
MA
479
Mutual Advisors
Nebraska
$426K +$59K +269 +15%
EPIM
480
Evelyn Partners Investment Management
$426K +$454K +2,071 New
GT
481
Glenview Trust
Kentucky
$424K +$2.63K +12 +0.6%
AAMU
482
APG Asset Management US
New York
$419K -$56.4K -257 -11%
WA
483
Waverly Advisors
Alabama
$416K +$444K +2,022 New
OFS
484
OneAscent Financial Services
Alabama
$411K +$9.43K +43 +2%
VI
485
Vestcor Inc
New Brunswick, Canada
$409K -$439 -2 -0.1%
EF
486
Empowered Funds
Pennsylvania
$408K +$13.8K +63 +3%
LNWWM
487
Laird Norton Wetherby Wealth Management
California
$407K -$5.05K -23 -1%
GFA
488
Gallagher Fiduciary Advisors
Illinois
$405K +$13.8K +63 +3%
Northwestern Mutual Wealth Management
489
Northwestern Mutual Wealth Management
Wisconsin
$403K +$219 +1 +0.1%
PFG
490
PAX Financial Group
Texas
$401K -$165K -751 -28%
SOW
491
State of Wyoming
Wyoming
$401K +$217K +987 +102%
BMCM
492
Bryn Mawr Capital Management
Pennsylvania
$396K +$238K +1,085 +129%
QI
493
Qtron Investments
Massachusetts
$391K +$417K +1,900 New
Wealthfront Advisers
494
Wealthfront Advisers
California
$386K -$74.4K -339 -15%
TW
495
TritonPoint Wealth
Maryland
$380K -$21.1K -96 -5%
BFA
496
Beaumont Financial Advisors
Massachusetts
$378K -$3.51K -16 -0.9%
CWA
497
Crux Wealth Advisors
California
$374K +$399K +1,819 New
William Blair & Company
498
William Blair & Company
Illinois
$374K -$232K -1,057 -37%
EFM
499
E Fund Management
China
$372K +$201K +918 +103%
HF
500
HRT Financial
New York
$367K +$392K +1,789 New

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.