STE icon

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 %
ACIM
501
Azimuth Capital Investment Management
Michigan
$333K – – –
PWPS
502
Pinnacle Wealth Planning Services
Ohio
$331K +$1.8K +8 +0.5%
CL
503
Choreo LLC
Illinois
$329K +$1.8K +8 +0.5%
IGAM
504
iA Global Asset Management
Quebec, Canada
$325K +$13.7K +61 +4%
BFG
505
Bleakley Financial Group
New Jersey
$324K -$2.25K -10 -0.7%
SW
506
Simplicity Wealth
New Jersey
$324K +$324K +1,443 New
SQA
507
Simon Quick Advisors
New Jersey
$322K +$111K +495 +53%
WS
508
Wedbush Securities
California
$318K +$318K +1,413 New
MYAM
509
Meiji Yasuda Asset Management
Japan
$316K +$69.7K +310 +28%
JIC
510
Johnson Investment Counsel
Ohio
$314K – – –
HI
511
Horizon Investments
North Carolina
$312K +$2.7K +12 +0.9%
DC
512
Davenport & Co
Virginia
$311K – – –
GFA
513
Gallagher Fiduciary Advisors
Illinois
$311K +$44.1K +196 +17%
AIM
514
Aigen Investment Management
New York
$308K +$308K +1,372 New
TWC
515
TD Waterhouse Canada
Ontario, Canada
$308K +$17.5K +81 +6%
BCWM
516
Bartlett & Co Wealth Management
Ohio
$308K +$225 +1 +0.1%
DADC
517
D.A. Davidson & Co
Montana
$306K +$27.2K +121 +10%
SSA
518
Schonfeld Strategic Advisors
New York
$302K +$302K +1,343 New
NP
519
NorthRock Partners
Minnesota
$299K +$674 +3 +0.2%
WPW
520
Waldron Private Wealth
Pennsylvania
$295K -$674 -3 -0.2%
DAS
521
Dynamic Advisor Solutions
Arizona
$294K -$899 -4 -0.3%
CHAM
522
Clear Harbor Asset Management
Connecticut
$292K -$4.72K -21 -2%
TA
523
Teton Advisors
New York
$292K – – –
PWS
524
Peterson Wealth Services
Utah
$292K +$3.82K +17 +1%
MFIM
525
Mesirow Financial Investment Management
Illinois
$290K +$15.3K +68 +6%
19 20
21
22 23