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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
EWA
576
EverSource Wealth Advisors
Alabama
$230K +$72.4K +330 +42%
BRWA
577
B. Riley Wealth Advisors
Florida
$227K -$34.7K -158 -13%
SFI
578
Siemens Fonds Invest
Germany
$226K
LCM
579
Logan Capital Management
Pennsylvania
$225K
FCP
580
Fidelis Capital Partners
Florida
$225K +$18.4K +84 +9%
B
581
Bailard
California
$224K -$12.1K -55 -5%
BFG
582
Bleakley Financial Group
New Jersey
$222K -$132K -602 -36%
WSCM
583
Wellington Shields Capital Management
New York
$216K
MAS
584
Meeder Advisory Services
Ohio
$216K -$48.5K -221 -17%
MFIM
585
Mesirow Financial Investment Management
Illinois
$216K -$5.05K -23 -2%
OC
586
Oarsman Capital
Wisconsin
$214K
QCG
587
Quadrant Capital Group
Ohio
$213K -$10.3K -47 -4%
FIM
588
Freedom Investment Management
Connecticut
$210K +$18.6K +85 +9%
DWM
589
Dynasty Wealth Management
Florida
$208K -$25.9K -118 -10%
EWA
590
EP Wealth Advisors
California
$208K +$37.1K +169 +20%
Fisher Asset Management
591
Fisher Asset Management
Washington
$208K -$37.3K -170 -14%
CI
592
Cigna Investments
Connecticut
$207K
MUAMU
593
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$206K -$219K -1,000 -50%
NAM
594
NTV Asset Management
West Virginia
$206K
PCMC
595
Paragon Capital Management (Colorado)
Colorado
$206K
AW
596
Apricus Wealth
South Carolina
$205K +$219K +998 New
PNC
597
Park National Corp
Ohio
$205K -$3.07K -14 -1%
QL
598
Quarry LP
New York
$202K +$155K +708 +256%
AC
599
Asio Capital
Kentucky
$202K -$3.29K -15 -2%
HAG
600
HighPoint Advisor Group
Illinois
$201K +$198K +901 New

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.