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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
CFG
601
Citizens Financial Group
Rhode Island
$201K +$11.8K +54 +6%
SIC
602
Sigma Investment Counselors
Michigan
$200K
DAS
603
Dynamic Advisor Solutions
Arizona
$200K -$62.1K -283 -23%
CFFP
604
Center for Financial Planning
Michigan
$199K
S
605
SignatureFD
Georgia
$198K -$3.51K -16 -2%
TWC
606
TD Waterhouse Canada
Ontario, Canada
$193K -$95.7K -436 -32%
HPC
607
HM Payson & Co
Maine
$192K -$219 -1 -0.1%
SC
608
Steph & Co
Wisconsin
$190K -$14K -64 -6%
BCMLT
609
Beacon Capital Management LLC (Tennessee)
Tennessee
$189K -$7.24K -33 -3%
PA
610
Parallel Advisors
California
$187K -$13.8K -63 -6%
FHA
611
First Horizon Advisors
Tennessee
$187K -$10.5K -48 -5%
AWM
612
Avior Wealth Management
Nebraska
$185K -$30.3K -138 -13%
MG
613
Mather Group
Illinois
$172K +$9.21K +42 +5%
PTC
614
Private Trust Company
Ohio
$169K -$32K -146 -15%
AAP
615
Arax Advisory Partners
Colorado
$165K -$5.92K -27 -3%
ETC
616
Exchange Traded Concepts
Oklahoma
$162K +$37.3K +170 +27%
CTC
617
Central Trust Company
Missouri
$160K -$97.6K -445 -36%
Jones Financial Companies
618
Jones Financial Companies
Missouri
$156K +$27K +123 +19%
MEG
619
Millstone Evans Group
Colorado
$154K +$165K +751 New
CLOS
620
Compagnie Lombard Odier SCmA
Switzerland
$154K
WBC
621
Westpac Banking Corp
Australia
$147K -$5.92K -27 -4%
ST
622
Smithfield Trust
Pennsylvania
$144K
AF
623
Allworth Financial
California
$129K -$13.4K -61 -9%
RAM
624
Ramirez Asset Management
New York
$122K
HNB
625
Huntington National Bank
Ohio
$121K -$2.63K -12 -2%

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.