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Steris
STE

Overview Fund Activity

752 hedge funds and large institutions have $22.2B invested in Steris in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 244 increasing their positions, 307 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
+9
Holders Change %
+1.21%
% of All Funds
10.88%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
76
Increased
244
Reduced
307
Closed
59
Calls
$18.1M
Puts
$3.01M
Net Calls
+$15.1M
Net Calls Change
+$11.5M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$191M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$75.1M
3
Select Equity Group
Select Equity Group
New York
$238M
4
SGC
Slocum, Gordon & Co
Rhode Island
$37.8M
5
UBS Group
UBS Group
Switzerland
$75M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
$594M
2
CAM
Congress Asset Management
Massachusetts
$27M
3
CIP
Champlain Investment Partners
Vermont
$127M
4
Citadel Advisors
Citadel Advisors
Florida
$81.3K
5
Fidelity International
Fidelity International
Bermuda
$87.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
601
Wedmont Private Capital
Pennsylvania
$214K +$214K +946 New
SSA
602
Schonfeld Strategic Advisors
New York
$214K +$214K +881 New
NAS
603
Nicolet Advisory Services
Wisconsin
$214K +$214K +917 New
BP
604
Ballentine Partners
Massachusetts
$213K -$11.9K -49 -5%
AIM
605
Avity Investment Management
Connecticut
$212K +$212K +876 New
STA
606
Summit Trail Advisors
New York
$212K +$212K +873 New
FCP
607
Fidelis Capital Partners
Florida
$210K -$442 -2 -0.2%
BTI
608
Blue Trust Inc
Georgia
$207K -$49.8K -227 -19%
LCWP
609
Legacy Capital Wealth Partners
Arkansas
$206K +$206K +848 New
ECM
610
Evergreen Capital Management
Washington
$205K +$205K +846 New
EWA
611
EP Wealth Advisors
California
$204K +$204K +842 New
BMCM
612
Bryn Mawr Capital Management
Pennsylvania
$204K +$204K +840 New
AWM
613
Axxcess Wealth Management
California
$203K +$203K +839 New
AAP
614
Arax Advisory Partners
Colorado
$201K +$21.6K +89 +12%
MG
615
Mather Group
Illinois
$193K +$7.76K +32 +4%
EWA
616
EverSource Wealth Advisors
Alabama
$191K +$49.5K +204 +35%
CLOS
617
Compagnie Lombard Odier SCmA
Switzerland
$182K – – –
WBC
618
Westpac Banking Corp
Australia
$180K -$52.1K -215 -22%
ST
619
Smithfield Trust
Pennsylvania
$170K – – –
AF
620
Allworth Financial
California
$158K +$5.34K +22 +3%
Jones Financial Companies
621
Jones Financial Companies
Missouri
$152K +$113K +471 +289%
ETC
622
Exchange Traded Concepts
Oklahoma
$150K +$150K +619 New
HNB
623
Huntington National Bank
Ohio
$145K -$63.2K -261 -30%
AF
624
Advisornet Financial
Minnesota
$145K +$78.3K +323 +118%
RAM
625
Ramirez Asset Management
New York
$144K – – –
23 24
25
26 27