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Steris
STE

Overview Fund Activity

704 hedge funds and large institutions have $21.4B invested in Steris in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 251 increasing their positions, 262 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+24
Holders Change %
+3.53%
% of All Funds
10.32%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
84
Increased
251
Reduced
262
Closed
48
Calls
$47.2M
Puts
$2.42M
Net Calls
+$44.8M
Net Calls Change
+$439K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$849M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$171M
3
BlackRock
BlackRock
New York
+$118M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$78.3M
5
APG Asset Management
APG Asset Management
Netherlands
+$63.5M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$125M
2
Select Equity Group
Select Equity Group
New York
-$63.5M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$60.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$38.4M
5
BTW
Boston Trust Walden
Massachusetts
-$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
551
Eagle Asset Management
Florida
$227K +$227K +1,032 New
FNBT
552
FineMark National Bank & Trust
Florida
$222K -$9.23K -42 -4%
FHA
553
First Horizon Advisors
Tennessee
$222K +$18.9K +86 +9%
CG
554
Caprock Group
Idaho
$221K -$9.9K -45 -4%
PNC
555
Park National Corp
Ohio
$221K – – –
ATC
556
Argent Trust Co
Tennessee
$220K +$7.7K +35 +4%
NAM
557
NTV Asset Management
West Virginia
$220K – – –
PCMC
558
Paragon Capital Management (Colorado)
Colorado
$220K – – –
AC
559
Asio Capital
Kentucky
$219K +$219K +998 New
SIC
560
Sigma Investment Counselors
Michigan
$214K – – –
PTC
561
Private Trust Company
Ohio
$210K -$47K -214 -18%
MAS
562
Meeder Advisory Services
Ohio
$210K +$2.42K +11 +1%
BMCM
563
Bryn Mawr Capital Management
Pennsylvania
$207K – – –
SQA
564
Simon Quick Advisors
New Jersey
$206K -$128K -582 -38%
CS
565
Cannell & Spears
New York
$206K – – –
RP
566
Rice Partnership
Hawaii
$206K – – –
CFFP
567
Center for Financial Planning
Michigan
$203K – – –
TPCW
568
TD Private Client Wealth
New York
$191K -$13K -59 -6%
EA
569
Emerald Advisers
Pennsylvania
$171K -$879 -4 -0.5%
AAP
570
Arax Advisory Partners
Colorado
$168K +$71.4K +325 +74%
CLOS
571
Compagnie Lombard Odier SCmA
Switzerland
$165K – – –
UB
572
UMB Bank
Missouri
$157K +$11.4K +52 +8%
ST
573
Smithfield Trust
Pennsylvania
$154K – – –
SC
574
Steph & Co
Wisconsin
$148K – – –
WIA
575
Wetzel Investment Advisors
Indiana
$135K +$135K +612 New
21 22
23
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