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Steris
STE

Overview Fund Activity

760 hedge funds and large institutions have $18.8B invested in Steris in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 253 increasing their positions, 307 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+8
Holders Change %
+1.06%
% of All Funds
10.12%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
95
Increased
253
Reduced
307
Closed
78
Calls
$8.59M
Puts
$1.6M
Net Calls
+$6.99M
Net Calls Change
-$8.11M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$333M
2
Franklin Resources
Franklin Resources
California
+$77.8M
3
GIM
Generation Investment Management
United Kingdom
+$74.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$44.1M
5
Morgan Stanley
Morgan Stanley
New York
+$40.7M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$277M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$262M
3
APG Asset Management
APG Asset Management
Netherlands
-$222M
4
Bank of America
Bank of America
North Carolina
-$99.5M
5
Marshall Wace
Marshall Wace
United Kingdom
-$71.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFAS
526
Hummer Financial Advisory Services
Illinois
$308K – – –
ACIM
527
Azimuth Capital Investment Management
Michigan
$304K – – –
MSA
528
MUFG Securities Americas
New York
$300K +$300K +1,457 New
KBFS
529
Kohmann Bosshard Financial Services
Ohio
$299K -$106K -516 -26%
IWC
530
Integrated Wealth Concepts
Massachusetts
$296K -$42.4K -206 -13%
T. Rowe Price Investment Management
531
T. Rowe Price Investment Management
Maryland
$291K +$291K +1,415 New
PA
532
Profund Advisors
Maryland
$286K -$35.2K -171 -11%
OWM
533
OneAscent Wealth Management
Alabama
$281K -$307K -1,490 -52%
PWG
534
Portside Wealth Group
Utah
$280K +$25.7K +125 +10%
TIAA Trust, National Association
535
TIAA Trust, National Association
North Carolina
$280K -$70.7K -344 -20%
NWAG
536
Net Worth Advisory Group
Utah
$279K -$4.73K -23 -2%
CG
537
Cynosure Group
Utah
$279K +$279K +1,357 New
WSC
538
Wellington Shields & Co
New York
$278K – – –
HI
539
Horizon Investments
North Carolina
$277K +$2.06K +10 +0.7%
MYAM
540
Meiji Yasuda Asset Management
Japan
$276K – – –
CMF
541
Counterpoint Mutual Funds
California
$275K +$275K +1,339 New
Lido Advisors
542
Lido Advisors
California
$275K -$4.11K -20 -1%
FAIM
543
Financial Advocates Investment Management
Washington
$274K -$37.8K -184 -12%
CC
544
Courier Capital
New York
$273K – – –
PWPS
545
Pinnacle Wealth Planning Services
Ohio
$271K -$15.6K -76 -5%
DC
546
Davenport & Co
Virginia
$271K +$617 +3 +0.2%
Kovitz Investment Group Partners
547
Kovitz Investment Group Partners
Illinois
$270K +$270K +1,312 New
CHAM
548
Clear Harbor Asset Management
Connecticut
$267K – – –
RFW
549
Rainier Family Wealth
Washington
$266K +$266K +1,294 New
FWP
550
Firethorn Wealth Partners
Georgia
$265K +$9.25K +45 +4%
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