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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 %
FB
501
Fulton Bank
Pennsylvania
$300K +$29.7K +135 +11%
WSC
502
Wellington Shields & Co
New York
$297K – – –
CCA
503
Checchi Capital Advisers
California
$292K +$3.52K +16 +1%
NP
504
NorthRock Partners
Minnesota
$291K +$55.6K +253 +24%
TWC
505
TD Waterhouse Canada
Ontario, Canada
$291K -$6.49K -30 -2%
CHAM
506
Clear Harbor Asset Management
Connecticut
$290K -$65.5K -298 -18%
WPW
507
Waldron Private Wealth
Pennsylvania
$290K -$3.3K -15 -1%
CWS
508
Confluence Wealth Services
Pennsylvania
$288K -$29.2K -133 -9%
TA
509
Teton Advisors
New York
$286K – – –
DAS
510
Dynamic Advisor Solutions
Arizona
$283K +$37.4K +173 +15%
PWS
511
Peterson Wealth Services
Utah
$282K +$282K +1,282 New
GGA
512
Granite Group Advisors
Connecticut
$275K +$275K +1,176 New
MP
513
McDonald Partners
Ohio
$274K -$7.48K -34 -3%
FWP
514
Firethorn Wealth Partners
Georgia
$273K – – –
DADC
515
D.A. Davidson & Co
Montana
$272K +$24.6K +112 +10%
PTC
516
Petrus Trust Company
Texas
$272K +$272K +1,236 New
Fisher Asset Management
517
Fisher Asset Management
Washington
$269K +$50.3K +229 +23%
MFIM
518
Mesirow Financial Investment Management
Illinois
$268K +$268K +1,221 New
CWM
519
Curi Wealth Management
North Carolina
$265K -$220 -1 -0.1%
MA
520
Montag & Associates
Georgia
$264K – – –
GFA
521
Gallagher Fiduciary Advisors
Illinois
$261K +$660 +3 +0.3%
CNBT
522
Canandaigua National Bank & Trust
New York
$259K -$1.32K -6 -0.5%
MWS
523
Maxwell Wealth Strategies
California
$259K +$259K +1,179 New
HW
524
Hancock Whitney
Mississippi
$256K +$256K +1,165 New
FC
525
Forte Capital
New York
$255K – – –
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