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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
PP
626
Pingora Partners
Wyoming
$37.8K
ETC
627
Exchange Traded Concepts
Oklahoma
$37.3K +$37.4K +166 New
HT
628
Headlands Technologies
Illinois
$36K +$36.1K +160 New
OA
629
Operose Advisors
Wisconsin
$34.4K
SAM
630
Smartleaf Asset Management
Massachusetts
$32.7K +$32.7K +145 New
LC
631
Lindbrook Capital
California
$31.9K +$5.86K +26 +22%
HWM
632
HighMark Wealth Management
Minnesota
$30.3K
QC
633
Quent Capital
New York
$30.1K +$16K +71 +113%
JSAM
634
J. Safra Asset Management
New York
$27.2K +$12K +53 +78%
SIC
635
SJS Investment Consulting
Ohio
$27K +$24.8K +110 +1,100%
CCA
636
Catalyst Capital Advisors
New York
$26.3K -$1.58K -7 -6%
MRC
637
Millburn Ridgefield Corp
New York
$26.3K -$1.58K -7 -6%
MSWM
638
Mowery & Schoenfeld Wealth Management
Illinois
$25.4K -$902 -4 -3%
FPFS
639
First Personal Financial Services
North Carolina
$25.2K +$25.3K +112 New
DWS
640
Dynamic Wealth Strategies
California
$25K
SIS
641
Sound Income Strategies
Florida
$23.6K
AA
642
AlphaMark Advisors
Kentucky
$22K
TCOV
643
Trust Company of Vermont
Vermont
$21.8K
KFS
644
Kelly Financial Services
Massachusetts
$20.2K
CA
645
Centerpoint Advisors
Massachusetts
$20K
BBHC
646
Brown Brothers Harriman & Co
New York
$16.9K -$2.71K -12 -14%
BWP
647
Baldwin Wealth Partners
Massachusetts
$16.6K +$226 +1 +1%
FMII
648
Farmers & Merchants Investments Inc
Nebraska
$14.6K
RIL
649
Rothschild Investment LLC
Illinois
$13.9K +$1.13K +5 +9%
EBA
650
Eagle Bay Advisors
New York
$13.9K +$9.7K +43 +226%