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Steris
STE

Overview Fund Activity

680 hedge funds and large institutions have $20.3B invested in Steris in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 242 increasing their positions, 256 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+25
Holders Change %
+3.82%
% of All Funds
10.84%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
74
Increased
242
Reduced
256
Closed
39
Calls
$48.1M
Puts
$3.82M
Net Calls
+$44.3M
Net Calls Change
+$12.4M

Top Buyers

1
BlackRock
BlackRock
New York
$2.11B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$129M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$40.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$38.4M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$53.7M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$336M
2
AllianceBernstein
AllianceBernstein
Tennessee
$273M
3
ACH
ArrowMark Colorado Holdings
Colorado
$160M
4
Select Equity Group
Select Equity Group
New York
$161M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.59B
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
626
Harbor Investment Advisory
Maryland
$11.4K – – –
GBT
627
Grove Bank & Trust
Florida
$11.2K +$11.2K +51 New
MHR
628
Matthew Hamilton Rosenberg
$10.3K – – –
CT
629
Cambridge Trust
Massachusetts
$8.78K – – –
BIA
630
Bell Investment Advisors
California
$8.56K -$439 -2 -5%
JWA
631
JFS Wealth Advisors
Pennsylvania
$8.56K +$1.1K +5 +15%
MCM
632
MV Capital Management
Maryland
$8.34K +$219 +1 +3%
TAM
633
Tucker Asset Management
Colorado
$8.12K – – –
FDCC
634
Foster Dykema Cabot & Co
Massachusetts
$8K – – –
MIA
635
Milestone Investment Advisors
Wisconsin
$7.68K +$7.68K +35 New
FMP
636
Financial Management Professionals
Texas
$7K – – –
AWM
637
Avior Wealth Management
Nebraska
$6.36K +$6.36K +29 New
ZB
638
Zions Bancorporation
Utah
$6.14K – – –
GFPC
639
Global Financial Private Client
Florida
$6.03K – – –
SFG
640
Steward Financial Group
Texas
$6K +$6K +31 New
MIM
641
Macroview Investment Management
Maryland
$5.93K +$5.93K +27 New
SWA
642
Sutton Wealth Advisors
Florida
$5.92K +$1.32K +6 +29%
EBA
643
Eagle Bay Advisors
New York
$5.27K +$1.32K +6 +33%
WPWM
644
Western Pacific Wealth Management
Illinois
$4.39K – – –
SC
645
Solstein Capital
California
$4.17K – – –
BTI
646
Blue Trust Inc
Georgia
$4K – – –
TSWM
647
Tyler-Stone Wealth Management
Ohio
$4K – – –
AFS
648
Annapolis Financial Services
Maryland
$3.95K – – –
CPG
649
Cornerstone Planning Group
New Jersey
$3.73K – – –
OC
650
Oakworth Capital
Alabama
$3.51K -$12.9K -59 -79%
24 25
26
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