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757 hedge funds and large institutions have $22.5B invested in Steris in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 247 increasing their positions, 308 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

502% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $3.01M

33% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 58

8% more capital invested

Capital invested by funds: $20.9B → $22.5B (+$1.65B)

2% more funds holding

Funds holding: 745757 (+12)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1.12% less ownership

Funds ownership: 96.54%95.42% (-1.1%)

20% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 308

Holders
757
Holders Change
+12
Holders Change %
+1.61%
% of All Funds
10.87%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
77
Increased
247
Reduced
308
Closed
58
Calls
$18.1M
Puts
$3.01M
Net Calls
+$15.1M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
526
Clear Harbor Asset Management
Connecticut
$315K
YMRC
527
Yorktown Management & Research Company
Virginia
$315K +$304K +1,300 New
AWS
528
Atria Wealth Solutions
New York
$315K -$265K -1,135 -47%
MAS
529
Meeder Advisory Services
Ohio
$308K +$24.3K +104 +9%
DAS
530
Dynamic Advisor Solutions
Arizona
$305K -$468 -2 -0.2%
MP
531
McDonald Partners
Ohio
$303K
BRWA
532
B. Riley Wealth Advisors
Florida
$302K -$11.9K -51 -4%
FWP
533
Firethorn Wealth Partners
Georgia
$301K
PWG
534
Portside Wealth Group
Utah
$300K -$316K -1,353 -52%
CTC
535
Central Trust Company
Missouri
$297K -$55.9K -239 -16%
OTL
536
Oak Thistle LLC
New York
$293K +$283K +1,210 New
NGA
537
Naples Global Advisors
Florida
$293K
WANY
538
Wealthspire Advisors (New York)
New York
$292K +$282K +1,204 New
MA
539
Montag & Associates
Georgia
$291K
BCWM
540
Bartlett & Co Wealth Management
Ohio
$289K
Fisher Asset Management
541
Fisher Asset Management
Washington
$286K +$6.08K +26 +2%
GGA
542
Granite Group Advisors
Connecticut
$284K -$6.08K -26 -2%
KAS
543
Kestra Advisory Services
Texas
$283K -$236K -1,008 -46%
FC
544
Forte Capital
New York
$281K
HDIM
545
Hanson & Doremus Investment Management
Vermont
$281K
ACM
546
Alta Capital Management
Utah
$281K -$24.6K -105 -8%
TAM
547
Trust Asset Management
Texas
$279K
B
548
Bailard
California
$277K -$1.64K -7 -0.6%
DWM
549
Dynasty Wealth Management
Florida
$274K +$20.6K +88 +8%
BWG
550
Berry Wealth Group
Texas
$274K -$4.91K -21 -2%

STE Hedge Fund Activity: Q3 2024 in Review

757 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q3 2024, worth a combined $22.5B — up 7.9% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new STE positions and 58 closed out — a net gain of 19 holders — while 247 added to existing stakes and 308 trimmed.

The largest buyer was Slocum, Gordon & Co, adding an estimated $213M. The largest seller was APG Asset Management, cutting an estimated $225M.

  • 757 institutional investors held Steris (STE) as of Q3 2024, up from 745 in Q2 2024.
  • Funds reported $22.5B of Steris stock for Q3 2024, up 7.9% quarter-over-quarter.
  • 77 funds opened new Steris positions in Q3 2024 and 58 closed out, a net change of +19 holders.
  • The largest Steris buyer in Q3 2024 was Slocum, Gordon & Co, an estimated $213M added.
  • The largest Steris seller in Q3 2024 was APG Asset Management, an estimated $225M sold.

Based on aggregated 13F filings for Q3 2024.