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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
FB
501
Fulton Bank
Pennsylvania
$337K +$30.4K +135 +10%
CIBC Private Wealth Group
502
CIBC Private Wealth Group
Georgia
$336K +$3.16K +14 +0.9%
VA
503
Vident Advisory
Georgia
$334K -$145K -645 -30%
ACIM
504
Azimuth Capital Investment Management
Michigan
$333K
PWPS
505
Pinnacle Wealth Planning Services
Ohio
$331K +$1.8K +8 +0.5%
CL
506
Choreo LLC
Illinois
$329K +$1.8K +8 +0.5%
IGAM
507
iA Global Asset Management
Quebec, Canada
$325K +$13.8K +61 +4%
BFG
508
Bleakley Financial Group
New Jersey
$324K -$2.26K -10 -0.7%
SW
509
Simplicity Wealth
New Jersey
$324K +$325K +1,443 New
SQA
510
Simon Quick Advisors
New Jersey
$322K +$112K +495 +53%
WS
511
Wedbush Securities
California
$318K +$319K +1,413 New
MYAM
512
Meiji Yasuda Asset Management
Japan
$316K +$69.9K +310 +28%
JIC
513
Johnson Investment Counsel
Ohio
$314K
HI
514
Horizon Investments
North Carolina
$312K +$2.71K +12 +0.9%
DC
515
Davenport & Co
Virginia
$311K
GFA
516
Gallagher Fiduciary Advisors
Illinois
$311K +$44.2K +196 +17%
AIM
517
Aigen Investment Management
New York
$308K +$309K +1,372 New
TWC
518
TD Waterhouse Canada
Ontario, Canada
$308K +$18.3K +81 +6%
BCWM
519
Bartlett & Co Wealth Management
Ohio
$308K +$226 +1 +0.1%
DADC
520
D.A. Davidson & Co
Montana
$306K +$27.3K +121 +10%
SSA
521
Schonfeld Strategic Advisors
New York
$302K +$303K +1,343 New
NP
522
NorthRock Partners
Minnesota
$299K +$677 +3 +0.2%
WPW
523
Waldron Private Wealth
Pennsylvania
$295K -$677 -3 -0.2%
DAS
524
Dynamic Advisor Solutions
Arizona
$294K -$902 -4 -0.3%
CHAM
525
Clear Harbor Asset Management
Connecticut
$292K -$4.74K -21 -2%