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Steris
STE

Overview Fund Activity

680 hedge funds and large institutions have $20.3B invested in Steris in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 242 increasing their positions, 256 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+25
Holders Change %
+3.82%
% of All Funds
10.84%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
74
Increased
242
Reduced
256
Closed
39
Calls
$48.1M
Puts
$3.82M
Net Calls
+$44.3M
Net Calls Change
+$12.4M

Top Buyers

1
BlackRock
BlackRock
New York
$2.11B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$129M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$40.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$38.4M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$53.7M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$336M
2
AllianceBernstein
AllianceBernstein
Tennessee
$273M
3
ACH
ArrowMark Colorado Holdings
Colorado
$160M
4
Select Equity Group
Select Equity Group
New York
$161M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.59B
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
501
Operose Advisors
Wisconsin
$263K +$263K +1,197 New
PA
502
Parallel Advisors
California
$260K -$5.93K -27 -2%
CNBT
503
Canandaigua National Bank & Trust
New York
$260K +$11.6K +53 +5%
GFA
504
Gallagher Fiduciary Advisors
Illinois
$260K +$1.54K +7 +0.6%
FFA
505
Farther Finance Advisors
California
$257K +$197K +896 +323%
PTC
506
Private Trust Company
Ohio
$257K -$1.98K -9 -0.8%
FC
507
Forte Capital
New York
$255K – – –
HDIM
508
Hanson & Doremus Investment Management
Vermont
$254K -$37.5K -171 -13%
QCG
509
Quadrant Capital Group
Ohio
$253K +$10.1K +46 +4%
TAM
510
Trust Asset Management
Texas
$253K – – –
CW
511
CreativeOne Wealth
Kansas
$251K -$42.6K -195 -15%
DAS
512
Dynamic Advisor Solutions
Arizona
$250K +$250K +1,138 New
WTB
513
Washington Trust Bank
Washington
$247K – – –
DADC
514
D.A. Davidson & Co
Montana
$247K -$19.5K -89 -7%
AI
515
Atom Investors
Texas
$246K +$246K +1,121 New
SP
516
Symmetry Partners
Connecticut
$242K – – –
NGA
517
Naples Global Advisors
Florida
$241K +$241K +1,100 New
FFM
518
Forum Financial Management
Illinois
$241K – – –
Fiera Capital (Canada)
519
Fiera Capital (Canada)
Quebec, Canada
$241K +$241K +1,098 New
MYAM
520
Meiji Yasuda Asset Management
Japan
$240K +$37.3K +170 +18%
OWA
521
Opal Wealth Advisors
New York
$239K -$19.7K -90 -8%
HH
522
Hilltop Holdings
Texas
$238K -$10.3K -47 -4%
CI
523
Cigna Investments
Connecticut
$237K -$32.3K -147 -12%
HPC
524
HM Payson & Co
Maine
$236K +$149K +681 +172%
NP
525
NorthRock Partners
Minnesota
$235K +$235K +1,072 New
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