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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
Kovitz Investment Group Partners
551
Kovitz Investment Group Partners
Illinois
$270K +$288K +1,312 New
CHAM
552
Clear Harbor Asset Management
Connecticut
$267K
RFW
553
Rainier Family Wealth
Washington
$266K +$284K +1,294 New
FWP
554
Firethorn Wealth Partners
Georgia
$265K +$9.87K +45 +4%
QCM
555
QRG Capital Management
Illinois
$262K +$69.1K +315 +33%
XT
556
XTX Topco
Cayman Islands
$261K +$279K +1,272 New
MFG
557
Merit Financial Group
Georgia
$260K +$278K +1,267 New
KAS
558
Kestra Advisory Services
Texas
$258K +$20K +91 +8%
MP
559
McDonald Partners
Ohio
$257K
ACM
560
Alta Capital Management
Utah
$252K +$14.7K +67 +6%
NGA
561
Naples Global Advisors
Florida
$249K
MA
562
Montag & Associates
Georgia
$247K
BCWM
563
Bartlett & Co Wealth Management
Ohio
$245K
AWS
564
Atria Wealth Solutions
New York
$244K -$24.6K -112 -9%
FFM
565
Forum Financial Management
Illinois
$243K +$17.1K +78 +7%
GGA
566
Granite Group Advisors
Connecticut
$239K -$1.32K -6 -0.5%
FC
567
Forte Capital
New York
$238K
HDIM
568
Hanson & Doremus Investment Management
Vermont
$238K
TAM
569
Trust Asset Management
Texas
$237K
WPW
570
Waldron Private Wealth
Pennsylvania
$236K -$263K -1,198 -51%
GI
571
GAMMA Investing
California
$235K -$39.7K -181 -14%
WTB
572
Washington Trust Bank
Washington
$232K
BWG
573
Berry Wealth Group
Texas
$230K -$1.97K -9 -0.8%
OWA
574
Opal Wealth Advisors
New York
$230K +$13.2K +60 +6%
NP
575
NorthRock Partners
Minnesota
$230K -$103K -471 -30%

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.