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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
RFG
651
RFP Financial Group
Georgia
$13.7K
RA
652
Rise Advisors
New York
$13.5K +$13.5K +60 New
DIP
653
DT Investment Partners
Pennsylvania
$13K
SVCP
654
Silicon Valley Capital Partners
California
$12.9K +$226 +1 +2%
BGAI
655
Bruce G. Allen Investments
Colorado
$12.8K +$6.32K +28 +97%
SIC
656
Salem Investment Counselors
North Carolina
$12.6K +$1.35K +6 +12%
BTI
657
Blue Trust Inc
Georgia
$12.6K +$4.74K +21 +60%
LI
658
LRI Investments
Florida
$12.4K +$12.4K +55 New
SWM
659
Sugarloaf Wealth Management
Georgia
$12.1K
HIA
660
Harbor Investment Advisory
Maryland
$11.7K
FFO
661
Fortitude Family Office
Arizona
$10.8K
HFM
662
Harvest Fund Management
China
$10K +$9.7K +43 New
MAM
663
Meeder Asset Management
Ohio
$8.99K +$9.02K +40 New
MCM
664
MV Capital Management
Maryland
$8.54K
AWM
665
Abound Wealth Management
Tennessee
$8.32K +$4.06K +18 +95%
AIM
666
Anchor Investment Management
South Carolina
$8.32K +$8.35K +37 New
JWA
667
JFS Wealth Advisors
Pennsylvania
$8.09K -$226 -1 -3%
RWA
668
Redmont Wealth Advisors
Illinois
$8.09K +$8.12K +36 New
IGWM
669
ICA Group Wealth Management
Colorado
$7.87K -$7.89K -35 -50%
BIA
670
Bell Investment Advisors
California
$7.2K
PCFFS
671
Pacific Center for Financial Services
California
$7.2K +$7.22K +32 New
FMP
672
Financial Management Professionals
Texas
$7K
PWMG
673
Private Wealth Management Group
New Jersey
$6.97K
CTC
674
Cetera Trust Company
Minnesota
$6.75K
FCA
675
FinTrust Capital Advisors
South Carolina
$6.29K