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Steris
STE

Overview Fund Activity

722 hedge funds and large institutions have $21.4B invested in Steris in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 294 increasing their positions, 235 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
+18
Holders Change %
+2.56%
% of All Funds
10.47%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
70
Increased
294
Reduced
235
Closed
47
Calls
$14.9M
Puts
$4.16M
Net Calls
+$10.7M
Net Calls Change
-$34M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
$481M
2
SGA
Sustainable Growth Advisers
Connecticut
$334M
3
Select Equity Group
Select Equity Group
New York
$161M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$240M
5
National Pension Service
National Pension Service
South Korea
$32.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$874M
2
BlackRock
BlackRock
New York
$2.21B
3
Goldman Sachs
Goldman Sachs
New York
$76M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
$271M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.27B
Name Holding Trade Value Shares
Change 		Shares
Change %
SVCP
651
Silicon Valley Capital Partners
California
$12.9K +$223 +1 +2%
BGAI
652
Bruce G. Allen Investments
Colorado
$12.8K +$6.3K +28 +97%
SIC
653
Salem Investment Counselors
North Carolina
$12.6K +$1.35K +6 +12%
BTI
654
Blue Trust Inc
Georgia
$12.6K +$4.72K +21 +60%
LI
655
LRI Investments
Florida
$12.4K +$12.4K +55 New
SWM
656
Sugarloaf Wealth Management
Georgia
$12.1K – – –
HIA
657
Harbor Investment Advisory
Maryland
$11.7K – – –
FFO
658
Fortitude Family Office
Arizona
$10.8K – – –
HFM
659
Harvest Fund Management
China
$10K +$10K +43 New
MAM
660
Meeder Asset Management
Ohio
$8.99K +$8.99K +40 New
MCM
661
MV Capital Management
Maryland
$8.54K – – –
AWM
662
Abound Wealth Management
Tennessee
$8.32K +$4.05K +18 +95%
AIM
663
Anchor Investment Management
South Carolina
$8.32K +$8.32K +37 New
JWA
664
JFS Wealth Advisors
Pennsylvania
$8.09K -$225 -1 -3%
RWA
665
Redmont Wealth Advisors
Illinois
$8.09K +$8.09K +36 New
IGWM
666
ICA Group Wealth Management
Colorado
$7.87K -$7.87K -35 -50%
BIA
667
Bell Investment Advisors
California
$7.2K – – –
PCFFS
668
Pacific Center for Financial Services
California
$7.2K +$7.2K +32 New
FMP
669
Financial Management Professionals
Texas
$7K – – –
PWMG
670
Private Wealth Management Group
New Jersey
$6.97K – – –
CTC
671
Cetera Trust Company
Minnesota
$6.75K – – –
FCA
672
FinTrust Capital Advisors
South Carolina
$6.3K – – –
GFPC
673
Global Financial Private Client
Florida
$6.19K – – –
CWC
674
Carolinas Wealth Consulting
North Carolina
$6.07K +$6.07K +27 New
CA
675
Crewe Advisors
Utah
$5.85K +$5.85K +26 New
25 26
27
28 29