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Steris
STE

Overview Fund Activity

722 hedge funds and large institutions have $21.4B invested in Steris in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 294 increasing their positions, 235 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
+18
Holders Change %
+2.56%
% of All Funds
10.47%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
70
Increased
294
Reduced
235
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
+$226M
2
SGA
Sustainable Growth Advisers
Connecticut
+$63.5M
3
Select Equity Group
Select Equity Group
New York
+$60.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$35.1M
5
National Pension Service
National Pension Service
South Korea
+$32.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$886M
2
BlackRock
BlackRock
New York
-$69.3M
3
Goldman Sachs
Goldman Sachs
New York
-$59.8M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
-$44.9M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$33.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
601
Wetzel Investment Advisors
Indiana
$127K +$4.22K +21 +3%
SIM
602
Sentry Investment Management
Wisconsin
$117K – – –
GAA
603
Global Assets Advisory
Florida
$115K +$115K +25,418 New
KFI
604
Key Financial Inc
Pennsylvania
$109K – – –
VWM
605
Venturi Wealth Management
Texas
$105K +$4.95K +22 +5%
PPC
606
Park Place Capital
Alabama
$99.6K – – –
IA
607
IFP Advisors
Florida
$98.7K +$899 +4 +0.9%
MPWT
608
MassMutual Private Wealth & Trust
Connecticut
$94.2K +$5.62K +25 +6%
AA
609
Alta Advisers
United Kingdom
$89.9K – – –
SWM
610
Spire Wealth Management
Virginia
$84.3K +$38.7K +172 +85%
EWA
611
EverSource Wealth Advisors
Alabama
$82.3K +$11.7K +57 +17%
ADL
612
Asset Dedication LLC
California
$77K – – –
CCM
613
Chilton Capital Management
Texas
$73.5K -$2.02K -9 -3%
AAG
614
Accordant Advisory Group
Maryland
$69.2K +$69.2K +308 New
AF
615
Advisornet Financial
Minnesota
$67.7K -$2.25K -10 -3%
DA
616
Denali Advisors
California
$67.4K +$67.4K +300 New
HI
617
Harbour Investments
Wisconsin
$59.1K -$4.5K -20 -7%
LFG
618
Larson Financial Group
Missouri
$57.4K – – –
VAG
619
VisionPoint Advisory Group
Texas
$56.9K +$21.8K +97 +62%
NS
620
NBC Securities
Alabama
$51K – – –
PFBT
621
Parkside Financial Bank & Trust
Missouri
$48.8K +$4.27K +19 +10%
PFP
622
Pinnacle Financial Partners
Tennessee
$45K – – –
PP
623
Pingora Partners
Wyoming
$37.8K – – –
ETC
624
Exchange Traded Concepts
Oklahoma
$37.3K +$37.3K +166 New
HT
625
Headlands Technologies
Illinois
$36K +$36K +160 New
23 24
25
26 27