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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
AF
626
Advisornet Financial
Minnesota
$120K -$2.41K -11 -2%
NIMI
627
Natixis Investment Managers International
France
$117K
VAG
628
VisionPoint Advisory Group
Texas
$103K +$18.4K +84 +20%
KFI
629
Key Financial Inc
Pennsylvania
$99.7K
MPWT
630
MassMutual Private Wealth & Trust
Connecticut
$99.1K +$5.7K +26 +6%
JSAM
631
J. Safra Asset Management
New York
$94.3K +$68.2K +311 +209%
C
632
Covestor
United Kingdom
$91K +$16.7K +76 +21%
UB
633
UMB Bank
Missouri
$89.2K -$439 -2 -0.5%
SAM
634
Smartleaf Asset Management
Massachusetts
$83.1K +$5.92K +27 +7%
IA
635
IFP Advisors
Florida
$83K -$5.92K -27 -6%
CSP
636
Cary Street Partners
Virginia
$80.2K +$85.6K +390 New
RS
637
R Squared
Hong Kong
$78.1K +$83.4K +380 New
SO
638
Sierra Ocean
California
$77.7K +$82.9K +378 New
FDW
639
Fourth Dimension Wealth
Ohio
$76.5K +$81.6K +372 New
SIM
640
Sentry Investment Management
Wisconsin
$76K -$13.2K -60 -14%
OP
641
ORG Partners
Indiana
$69.9K -$1.32K -6 -2%
BTI
642
Blue Trust Inc
Georgia
$69.7K -$132K -602 -64%
CFGS
643
Concourse Financial Group Securities
Alabama
$60.3K +$4.39K +20 +8%
ADL
644
Asset Dedication LLC
California
$59.8K
CH
645
Cromwell Holdings
Wyoming
$57.6K
GRP
646
Global Retirement Partners
California
$57.2K -$163K -744 -73%
HI
647
Harbour Investments
Wisconsin
$55.7K -$878 -4 -1%
MWM
648
Mascoma Wealth Management
New Hampshire
$53.4K -$3.29K -15 -5%
PCM
649
Penserra Capital Management
California
$52K +$55.1K +251 +2,789%
PFBT
650
Parkside Financial Bank & Trust
Missouri
$50.4K +$2.19K +10 +4%

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.