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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
MIM
501
MTM Investment Management
South Carolina
$365K
Vontobel Holding
502
Vontobel Holding
Switzerland
$364K -$53.1K -242 -12%
GAG
503
GM Advisory Group
New York
$361K
DADC
504
D.A. Davidson & Co
Montana
$360K -$19.1K -87 -5%
IC
505
IEQ Capital
California
$359K -$322K -1,466 -46%
FB
506
Fulton Bank
Pennsylvania
$356K +$43K +196 +13%
PWS
507
Peterson Wealth Services
Utah
$356K +$45K +205 +13%
LSAG
508
Lake Street Advisors Group
New Hampshire
$351K +$15.6K +71 +4%
HCM
509
Hengehold Capital Management
Ohio
$349K +$136K +622 +58%
SC
510
Shearwater Capital
Colorado
$348K
CSPIA
511
Cary Street Partners Investment Advisory
Virginia
$348K -$88.2K -402 -19%
AA
512
Ancora Advisors
Ohio
$345K -$26.3K -120 -7%
P
513
Pitcairn
Pennsylvania
$345K -$11K -50 -3%
NI
514
Natural Investments
California
$334K +$357K +1,628 New
SC
515
Savant Capital
Illinois
$334K -$348K -1,585 -49%
MCM
516
MAI Capital Management
Ohio
$333K -$1.1K -5 -0.3%
PCIA
517
Prime Capital Investment Advisors
Kansas
$330K -$77.2K -352 -18%
WCF
518
West Coast Financial
California
$328K -$9.87K -45 -3%
GS
519
GTS Securities
New York
$326K -$56.2K -256 -14%
HPM
520
Hoxton Planning & Management
West Virginia
$324K -$878 -4 -0.3%
STA
521
Summit Trail Advisors
New York
$323K +$153K +698 +80%
ATPW
522
Ashton Thomas Private Wealth
Arizona
$320K +$342K +1,557 New
SWM
523
Shakespeare Wealth Management
Wisconsin
$318K -$219 -1 -0.1%
DAS
524
Diversify Advisory Services
Utah
$318K -$36.2K -165 -10%
WC
525
Waterloo Capital
Texas
$316K -$66.5K -303 -16%

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.