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Steris
STE

725 hedge funds and large institutions have $21.4B invested in Steris in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 295 increasing their positions, 236 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $14.9M | Put options by funds: $4.16M

51% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 47

25% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 236

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

3% more funds holding

Funds holding: 706 → 725 (+19)

0% less capital invested

Capital invested by funds: $21.5B → $21.4B (-$59.4M)

2.4% less ownership

Funds ownership: 99.11% → 96.71% (-2.4%)

Holders
725
Holders Change
+19
Holders Change %
+2.69%
% of All Funds
10.44%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
71
Increased
295
Reduced
236
Closed
47
Calls
$14.9M
Puts
$4.16M
Net Calls
+$10.7M
Net Calls Change
-$34M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
+$227M
2
SGA
Sustainable Growth Advisers
Connecticut
+$63.7M
3
Select Equity Group
Select Equity Group
New York
+$61.1M
4
JP Morgan Chase
JP Morgan Chase
New York
+$35.2M
5
National Pension Service
National Pension Service
South Korea
+$33M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$889M
2
BlackRock
BlackRock
New York
-$69.5M
3
Goldman Sachs
Goldman Sachs
New York
-$59.9M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
-$45M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$33.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFI
551
Siemens Fonds Invest
Germany
$247K -$9.02K -40 -4%
IAS
552
Insigneo Advisory Services
Florida
$246K +$247K +1,095 New
GLR
553
Great Lakes Retirement
Ohio
$246K -$5.64K -25 -2%
LCM
554
Logan Capital Management
Pennsylvania
$245K -$3.38K -15 -1%
Fisher Asset Management
555
Fisher Asset Management
Washington
$243K -$31.6K -140 -11%
B
556
Bailard
California
$243K +$244K +1,081 New
AWM
557
Avior Wealth Management
Nebraska
$242K +$236K +1,047 +3,610%
SA
558
SpiderRock Advisors
Delaware
$242K +$237K +1,051 New
CI
559
Cigna Investments
Connecticut
$238K -$4.29K -19 -2%
WSCM
560
Wellington Shields Capital Management
New York
$236K – – –
OC
561
Oarsman Capital
Wisconsin
$234K – – –
FHA
562
First Horizon Advisors
Tennessee
$229K +$2.03K +9 +0.9%
JF
563
Jump Financial
Illinois
$229K +$230K +1,020 New
BWG
564
Berry Wealth Group
Texas
$229K -$104K -463 -31%
SC
565
Steph & Co
Wisconsin
$229K +$77.6K +344 +51%
ICG
566
InterOcean Capital Group
Tennessee
$228K -$26.6K -118 -10%
FNBT
567
FineMark National Bank & Trust
Florida
$228K – – –
PNC
568
Park National Corp
Ohio
$225K – – –
HW
569
Hancock Whitney
Mississippi
$225K -$36.8K -163 -14%
MFG
570
Merit Financial Group
Georgia
$225K +$244K +1,083 New
NAM
571
NTV Asset Management
West Virginia
$225K – – –
PCMC
572
Paragon Capital Management (Colorado)
Colorado
$225K – – –
AC
573
Asio Capital
Kentucky
$224K – – –
HCA
574
Harbor Capital Advisors
Illinois
$223K +$223K +990 New
MAS
575
Meeder Advisory Services
Ohio
$220K +$5.86K +26 +3%
21 22
23
24 25

STE Hedge Fund Activity: Q1 2024 in Review

725 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q1 2024, worth a combined $21.4B — down 0.28% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new STE positions and 47 closed out — a net gain of 24 holders — while 295 added to existing stakes and 236 trimmed.

The largest buyer was Generation Investment Management, adding an estimated $227M. The largest seller was Morgan Stanley, cutting an estimated $889M.

  • 725 institutional investors held Steris (STE) as of Q1 2024, up from 706 in Q4 2023.
  • Funds reported $21.4B of Steris stock for Q1 2024, down 0.28% quarter-over-quarter.
  • 71 funds opened new Steris positions in Q1 2024 and 47 closed out, a net change of +24 holders.
  • The largest Steris buyer in Q1 2024 was Generation Investment Management, an estimated $227M added.
  • The largest Steris seller in Q1 2024 was Morgan Stanley, an estimated $889M sold.

Based on aggregated 13F filings for Q1 2024.