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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
TA
526
Teton Advisors
New York
$292K
PWS
527
Peterson Wealth Services
Utah
$292K +$3.83K +17 +1%
MFIM
528
Mesirow Financial Investment Management
Illinois
$290K +$15.3K +68 +6%
LNC
529
Lincoln National Corp
Pennsylvania
$290K +$42.4K +188 +17%
PAG
530
Private Advisor Group
New Jersey
$288K -$100K -444 -26%
GCC
531
Guardian Capital (Canada)
Ontario, Canada
$286K -$157K -695 -35%
MP
532
McDonald Partners
Ohio
$281K
FIM
533
Freedom Investment Management
Connecticut
$280K -$42.6K -189 -13%
FWP
534
Firethorn Wealth Partners
Georgia
$279K
MA
535
Mutual Advisors
Nebraska
$278K +$27.1K +120 +11%
NGA
536
Naples Global Advisors
Florida
$272K +$24.6K +109 +10%
SP
537
Symmetry Partners
Connecticut
$270K +$271K +1,202 New
MA
538
Montag & Associates
Georgia
$270K
GGA
539
Granite Group Advisors
Connecticut
$264K
OWA
540
Opal Wealth Advisors
New York
$261K +$18.7K +83 +8%
FC
541
Forte Capital
New York
$261K
HDIM
542
Hanson & Doremus Investment Management
Vermont
$260K
CNBT
543
Canandaigua National Bank & Trust
New York
$259K -$5.86K -26 -2%
TAM
544
Trust Asset Management
Texas
$259K
WTB
545
Washington Trust Bank
Washington
$253K
AC
546
Aristides Capital
Kentucky
$252K +$253K +1,123 New
QCG
547
Quadrant Capital Group
Ohio
$252K
SPWG
548
Sage Private Wealth Group
Illinois
$251K +$251K +1,114 New
PA
549
Parallel Advisors
California
$248K +$3.16K +14 +1%
FFM
550
Forum Financial Management
Illinois
$248K +$1.13K +5 +0.5%