We are live on ! Find out more

757 hedge funds and large institutions have $22.5B invested in Steris in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 247 increasing their positions, 308 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

502% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $3.01M

33% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 58

8% more capital invested

Capital invested by funds: $20.9B → $22.5B (+$1.65B)

2% more funds holding

Funds holding: 745757 (+12)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1.12% less ownership

Funds ownership: 96.54%95.42% (-1.1%)

20% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 308

Holders
757
Holders Change
+12
Holders Change %
+1.61%
% of All Funds
10.87%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
77
Increased
247
Reduced
308
Closed
58
Calls
$18.1M
Puts
$3.01M
Net Calls
+$15.1M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
576
Steph & Co
Wisconsin
$240K -$8.19K -35 -3%
S
577
SignatureFD
Georgia
$238K +$7.48K +32 +3%
SIC
578
Sigma Investment Counselors
Michigan
$236K
PAG
579
Private Advisor Group
New Jersey
$236K -$150K -641 -40%
PA
580
Parallel Advisors
California
$236K -$32.3K -138 -12%
PTC
581
Private Trust Company
Ohio
$235K -$10.5K -45 -4%
CFFP
582
Center for Financial Planning
Michigan
$235K
SOW
583
State of Wyoming
Wyoming
$234K +$95.4K +408 +74%
NED
584
Nancy E. Dempze
$233K +$225K +962 New
OQS
585
Occudo Quantitative Strategies
Florida
$233K +$225K +960 New
QCM
586
QRG Capital Management
Illinois
$232K +$224K +958 New
FHA
587
First Horizon Advisors
Tennessee
$232K -$6.78K -29 -3%
BW
588
Bison Wealth
Georgia
$232K +$224K +956 New
BCMLT
589
Beacon Capital Management LLC (Tennessee)
Tennessee
$231K +$213K +912 +2,224%
FPAS
590
Focus Partners Advisor Solutions
Missouri
$231K +$8.42K +36 +4%
FIM
591
Freedom Investment Management
Connecticut
$227K -$21K -90 -9%
HPC
592
HM Payson & Co
Maine
$227K +$234 +1 +0.1%
CCA
593
Checchi Capital Advisers
California
$227K +$2.57K +11 +1%
CS
594
Cannell & Spears
New York
$227K
JSW
595
Journey Strategic Wealth
New Jersey
$224K -$12.2K -52 -5%
CFG
596
Citizens Financial Group
Rhode Island
$223K +$215K +921 New
FLPIM
597
F.L. Putnam Investment Management
Massachusetts
$221K +$213K +911 New
VFA
598
Values First Advisors
Tennessee
$219K +$211K +902 New
TPCW
599
TD Private Client Wealth
New York
$219K +$4.44K +19 +2%
HH
600
Hilltop Holdings
Texas
$218K +$210K +898 New

STE Hedge Fund Activity: Q3 2024 in Review

757 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q3 2024, worth a combined $22.5B — up 7.9% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new STE positions and 58 closed out — a net gain of 19 holders — while 247 added to existing stakes and 308 trimmed.

The largest buyer was Slocum, Gordon & Co, adding an estimated $213M. The largest seller was APG Asset Management, cutting an estimated $225M.

  • 757 institutional investors held Steris (STE) as of Q3 2024, up from 745 in Q2 2024.
  • Funds reported $22.5B of Steris stock for Q3 2024, up 7.9% quarter-over-quarter.
  • 77 funds opened new Steris positions in Q3 2024 and 58 closed out, a net change of +19 holders.
  • The largest Steris buyer in Q3 2024 was Slocum, Gordon & Co, an estimated $213M added.
  • The largest Steris seller in Q3 2024 was APG Asset Management, an estimated $225M sold.

Based on aggregated 13F filings for Q3 2024.