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Steris
STE

Overview Fund Activity

743 hedge funds and large institutions have $20.9B invested in Steris in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 288 increasing their positions, 269 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
743
Holders Change
+21
Holders Change %
+2.91%
% of All Funds
10.81%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
68
Increased
288
Reduced
269
Closed
42
Calls
$12.5M
Puts
$8.85M
Net Calls
+$3.62M
Net Calls Change
-$7.1M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
+$175M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$171M
3
UBS AM
UBS AM
Illinois
+$85.5M
4
Franklin Resources
Franklin Resources
California
+$62.6M
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$57.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$289M
2
BlackRock
BlackRock
New York
-$140M
3
Sands Capital Management
Sands Capital Management
Virginia
-$92.1M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$68.7M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$30.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSC
526
Wellington Shields & Co
New York
$296K -$76.8K -350 -21%
CC
527
Courier Capital
New York
$292K -$97.7K -445 -25%
DC
528
Davenport & Co
Virginia
$291K -$13.4K -61 -4%
PWS
529
Peterson Wealth Services
Utah
$290K +$4.83K +22 +2%
BRWA
530
B. Riley Wealth Advisors
Florida
$288K -$144K -658 -33%
CHAM
531
Clear Harbor Asset Management
Connecticut
$285K – – –
TWC
532
TD Waterhouse Canada
Ontario, Canada
$282K -$28.6K -131 -9%
VWM
533
Venturi Wealth Management
Texas
$277K +$175K +795 +170%
ACM
534
Alta Capital Management
Utah
$277K -$59.7K -272 -18%
DAS
535
Dynamic Advisor Solutions
Arizona
$276K -$10.8K -49 -4%
MP
536
McDonald Partners
Ohio
$274K – – –
FWP
537
Firethorn Wealth Partners
Georgia
$273K – – –
NGA
538
Naples Global Advisors
Florida
$265K – – –
SP
539
Symmetry Partners
Connecticut
$264K – – –
MA
540
Montag & Associates
Georgia
$263K – – –
BTI
541
Blue Trust Inc
Georgia
$263K +$250K +1,112 +1,986%
GGA
542
Granite Group Advisors
Connecticut
$262K +$4.17K +19 +2%
BCWM
543
Bartlett & Co Wealth Management
Ohio
$262K -$38.6K -176 -13%
AWM
544
Avior Wealth Management
Nebraska
$257K +$20.4K +93 +9%
MAS
545
Meeder Advisory Services
Ohio
$256K +$40.8K +186 +19%
WPW
546
Waldron Private Wealth
Pennsylvania
$255K -$33.8K -154 -12%
FC
547
Forte Capital
New York
$255K – – –
HDIM
548
Hanson & Doremus Investment Management
Vermont
$254K – – –
Fisher Asset Management
549
Fisher Asset Management
Washington
$253K +$15.6K +71 +7%
TAM
550
Trust Asset Management
Texas
$253K – – –
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