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Steris
STE

Overview Fund Activity

760 hedge funds and large institutions have $18.8B invested in Steris in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 253 increasing their positions, 307 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+8
Holders Change %
+1.06%
% of All Funds
10.12%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
95
Increased
253
Reduced
307
Closed
78
Calls
$8.59M
Puts
$1.6M
Net Calls
+$6.99M
Net Calls Change
-$8.11M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$333M
2
Franklin Resources
Franklin Resources
California
+$77.8M
3
GIM
Generation Investment Management
United Kingdom
+$74.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$44.1M
5
Morgan Stanley
Morgan Stanley
New York
+$40.7M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$277M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$262M
3
APG Asset Management
APG Asset Management
Netherlands
-$222M
4
Bank of America
Bank of America
North Carolina
-$99.5M
5
Marshall Wace
Marshall Wace
United Kingdom
-$71.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
626
MassMutual Private Wealth & Trust
Connecticut
$99.1K +$5.35K +26 +6%
JSAM
627
J. Safra Asset Management
New York
$94.3K +$63.8K +311 +209%
C
628
Covestor
United Kingdom
$91K +$15.7K +76 +21%
UB
629
UMB Bank
Missouri
$89.2K -$411 -2 -0.5%
SAM
630
Smartleaf Asset Management
Massachusetts
$83.1K +$5.54K +27 +7%
IA
631
IFP Advisors
Florida
$83K -$5.55K -27 -6%
CSP
632
Cary Street Partners
Virginia
$80.2K +$80.2K +390 New
RS
633
R Squared
Hong Kong
$78.1K +$78.1K +380 New
SO
634
Sierra Ocean
California
$77.7K +$77.7K +378 New
FDW
635
Fourth Dimension Wealth
Ohio
$76.5K +$76.5K +372 New
SIM
636
Sentry Investment Management
Wisconsin
$76K -$12.3K -60 -14%
OP
637
ORG Partners
Indiana
$69.9K -$1.23K -6 -2%
BTI
638
Blue Trust Inc
Georgia
$69.7K -$124K -602 -64%
CFGS
639
Concourse Financial Group Securities
Alabama
$60.3K +$4.37K +20 +8%
ADL
640
Asset Dedication LLC
California
$59.8K – – –
CH
641
Cromwell Holdings
Wyoming
$57.6K – – –
GRP
642
Global Retirement Partners
California
$57.2K -$153K -744 -73%
HI
643
Harbour Investments
Wisconsin
$55.7K -$822 -4 -1%
MWM
644
Mascoma Wealth Management
New Hampshire
$53.4K -$3.08K -15 -5%
PCM
645
Penserra Capital Management
California
$52K +$50.2K +251 +2,789%
PFBT
646
Parkside Financial Bank & Trust
Missouri
$50.4K +$2.06K +10 +4%
MB
647
Mizuho Bank
Japan
$49.3K – – –
LFG
648
Larson Financial Group
Missouri
$48.5K -$7.41K -36 -13%
FNWA
649
Financial Network Wealth Advisors
Utah
$47.1K -$34.9K -170 -43%
BBHC
650
Brown Brothers Harriman & Co
New York
$45.2K +$18.1K +88 +67%
24 25
26
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