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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
SFI
601
SPC Financial Inc
Maryland
$217K +$209K +895 New
EFM
602
E Fund Management
China
$217K -$10.8K -46 -5%
CAM
603
Claret Asset Management
Quebec, Canada
$216K +$208K +889 New
FTWA
604
Fifth Third Wealth Advisors
Ohio
$215K +$207K +885 New
WPC
605
Wedmont Private Capital
Pennsylvania
$214K +$221K +946 New
SSA
606
Schonfeld Strategic Advisors
New York
$214K +$206K +881 New
NAS
607
Nicolet Advisory Services
Wisconsin
$214K +$214K +917 New
BP
608
Ballentine Partners
Massachusetts
$213K -$11.5K -49 -5%
AIM
609
Avity Investment Management
Connecticut
$212K +$205K +876 New
STA
610
Summit Trail Advisors
New York
$212K +$204K +873 New
FCP
611
Fidelis Capital Partners
Florida
$210K -$468 -2 -0.2%
BTI
612
Blue Trust Inc
Georgia
$207K -$53.1K -227 -19%
LCWP
613
Legacy Capital Wealth Partners
Arkansas
$206K +$198K +848 New
ECM
614
Evergreen Capital Management
Washington
$205K +$198K +846 New
EWA
615
EP Wealth Advisors
California
$204K +$197K +842 New
BMCM
616
Bryn Mawr Capital Management
Pennsylvania
$204K +$196K +840 New
AWM
617
Axxcess Wealth Management
California
$203K +$196K +839 New
AAP
618
Arax Advisory Partners
Colorado
$201K +$20.8K +89 +12%
MG
619
Mather Group
Illinois
$193K +$7.48K +32 +4%
EWA
620
EverSource Wealth Advisors
Alabama
$191K +$47.7K +204 +35%
CLOS
621
Compagnie Lombard Odier SCmA
Switzerland
$182K
WBC
622
Westpac Banking Corp
Australia
$180K -$50.3K -215 -22%
ST
623
Smithfield Trust
Pennsylvania
$170K
AF
624
Allworth Financial
California
$158K +$5.14K +22 +3%
Jones Financial Companies
625
Jones Financial Companies
Missouri
$152K +$110K +471 +289%

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.