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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
SPWG
526
Sage Private Wealth Group
Illinois
$316K +$13.4K +61 +4%
WTC
527
WhitTier Trust Company
Nevada
$316K
SCM
528
Suvretta Capital Management
New York
$315K
AT
529
American Trust
Kentucky
$310K -$12.1K -55 -4%
HFAS
530
Hummer Financial Advisory Services
Illinois
$308K
ACIM
531
Azimuth Capital Investment Management
Michigan
$304K
MSA
532
MUFG Securities Americas
New York
$300K +$320K +1,457 New
KBFS
533
Kohmann Bosshard Financial Services
Ohio
$299K -$113K -516 -26%
IWC
534
Integrated Wealth Concepts
Massachusetts
$296K -$45.2K -206 -13%
T. Rowe Price Investment Management
535
T. Rowe Price Investment Management
Maryland
$291K +$310K +1,415 New
PA
536
Profund Advisors
Maryland
$286K -$37.5K -171 -11%
OWM
537
OneAscent Wealth Management
Alabama
$281K -$327K -1,490 -52%
PWG
538
Portside Wealth Group
Utah
$280K +$27.4K +125 +10%
TIAA Trust, National Association
539
TIAA Trust, National Association
North Carolina
$280K -$75.5K -344 -20%
NWAG
540
Net Worth Advisory Group
Utah
$279K -$5.05K -23 -2%
CG
541
Cynosure Group
Utah
$279K +$298K +1,357 New
WSC
542
Wellington Shields & Co
New York
$278K
HI
543
Horizon Investments
North Carolina
$277K +$2.19K +10 +0.7%
MYAM
544
Meiji Yasuda Asset Management
Japan
$276K
CMF
545
Counterpoint Mutual Funds
California
$275K +$294K +1,339 New
Lido Advisors
546
Lido Advisors
California
$275K -$4.39K -20 -1%
FAIM
547
Financial Advocates Investment Management
Washington
$274K -$40.4K -184 -12%
CC
548
Courier Capital
New York
$273K
PWPS
549
Pinnacle Wealth Planning Services
Ohio
$271K -$16.7K -76 -5%
DC
550
Davenport & Co
Virginia
$271K +$658 +3 +0.2%

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.