We are live on ! Find out more

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: 78 (+1)

3% more funds holding

Funds holding: 706725 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
601
State of Wyoming
Wyoming
$129K +$92.7K +411 +251%
GRP
602
Global Retirement Partners
California
$128K +$11.1K +49 +9%
NIMI
603
Natixis Investment Managers International
France
$127K
WIA
604
Wetzel Investment Advisors
Indiana
$127K +$4.74K +21 +3%
SIM
605
Sentry Investment Management
Wisconsin
$117K
GAA
606
Global Assets Advisory
Florida
$115K +$5.73M +25,418 New
KFI
607
Key Financial Inc
Pennsylvania
$109K
VWM
608
Venturi Wealth Management
Texas
$105K +$4.96K +22 +5%
PPC
609
Park Place Capital
Alabama
$99.6K
IA
610
IFP Advisors
Florida
$98.7K +$902 +4 +0.9%
MPWT
611
MassMutual Private Wealth & Trust
Connecticut
$94.2K +$5.64K +25 +6%
AA
612
Alta Advisers
United Kingdom
$89.9K
SWM
613
Spire Wealth Management
Virginia
$84.3K +$38.8K +172 +85%
EWA
614
EverSource Wealth Advisors
Alabama
$82.3K +$12.9K +57 +17%
ADL
615
Asset Dedication LLC
California
$77K
CCM
616
Chilton Capital Management
Texas
$73.5K -$2.03K -9 -3%
AAG
617
Accordant Advisory Group
Maryland
$69.2K +$69.5K +308 New
AF
618
Advisornet Financial
Minnesota
$67.7K -$2.26K -10 -3%
DA
619
Denali Advisors
California
$67.4K +$67.7K +300 New
HI
620
Harbour Investments
Wisconsin
$59.1K -$4.51K -20 -7%
LFG
621
Larson Financial Group
Missouri
$57.4K
VAG
622
VisionPoint Advisory Group
Texas
$56.9K +$21.9K +97 +62%
NS
623
NBC Securities
Alabama
$51K
PFBT
624
Parkside Financial Bank & Trust
Missouri
$48.8K +$4.29K +19 +10%
PFPT
625
Pinnacle Financial Partners (Tennessee)
Tennessee
$45K