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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 %
LNC
526
Lincoln National Corp
Pennsylvania
$290K +$42.3K +188 +17%
PAG
527
Private Advisor Group
New Jersey
$288K -$99.8K -444 -26%
GC
528
Guardian Capital
Ontario, Canada
$286K -$156K -695 -35%
MP
529
McDonald Partners
Ohio
$281K – – –
FIM
530
Freedom Investment Management
Connecticut
$280K -$42.5K -189 -13%
FWP
531
Firethorn Wealth Partners
Georgia
$279K – – –
MA
532
Mutual Advisors
Nebraska
$278K +$27K +120 +11%
NGA
533
Naples Global Advisors
Florida
$272K +$24.5K +109 +10%
SP
534
Symmetry Partners
Connecticut
$270K +$270K +1,202 New
MA
535
Montag & Associates
Georgia
$270K – – –
GGA
536
Granite Group Advisors
Connecticut
$264K – – –
OWA
537
Opal Wealth Advisors
New York
$261K +$18.7K +83 +8%
FC
538
Forte Capital
New York
$261K – – –
HDIM
539
Hanson & Doremus Investment Management
Vermont
$260K – – –
CNBT
540
Canandaigua National Bank & Trust
New York
$259K -$5.85K -26 -2%
TAM
541
Trust Asset Management
Texas
$259K – – –
WTB
542
Washington Trust Bank
Washington
$253K – – –
AC
543
Aristides Capital
Kentucky
$252K +$252K +1,123 New
QCG
544
Quadrant Capital Group
Ohio
$252K – – –
SPWG
545
Sage Private Wealth Group
Illinois
$251K +$251K +1,114 New
PA
546
Parallel Advisors
California
$248K +$3.15K +14 +1%
FFM
547
Forum Financial Management
Illinois
$248K +$1.12K +5 +0.5%
SFI
548
Siemens Fonds Invest
Germany
$247K -$8.99K -40 -4%
IAS
549
Insigneo Advisory Services
Florida
$246K +$246K +1,095 New
GLR
550
Great Lakes Retirement
Ohio
$246K -$5.62K -25 -2%
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