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757 hedge funds and large institutions have $22.5B invested in Steris in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 247 increasing their positions, 308 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

502% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $3.01M

33% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 58

8% more capital invested

Capital invested by funds: $20.9B → $22.5B (+$1.65B)

2% more funds holding

Funds holding: 745757 (+12)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1.12% less ownership

Funds ownership: 96.54%95.42% (-1.1%)

20% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 308

Holders
757
Holders Change
+12
Holders Change %
+1.61%
% of All Funds
10.87%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
77
Increased
247
Reduced
308
Closed
58
Calls
$18.1M
Puts
$3.01M
Net Calls
+$15.1M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
651
Mascoma Wealth Management
New Hampshire
$66.7K -$1.17K -5 -2%
LFG
652
Larson Financial Group
Missouri
$66K +$3.98K +17 +7%
CFGS
653
Concourse Financial Group Securities
Alabama
$62.1K -$74.6K -319 -55%
MB
654
Mizuho Bank
Japan
$58.2K
PFBT
655
Parkside Financial Bank & Trust
Missouri
$57K -$1.4K -6 -2%
VCM
656
Versant Capital Management
Arizona
$54.1K +$7.95K +34 +18%
GM
657
GeoWealth Management
Illinois
$46.1K +$44.4K +190 New
LC
658
Lindbrook Capital
California
$43.7K +$234 +1 +0.6%
PP
659
Pingora Partners
Wyoming
$40.7K
OA
660
Operose Advisors
Wisconsin
$37.1K
QC
661
Quent Capital
New York
$35.7K +$3.04K +13 +10%
JSAM
662
J. Safra Asset Management
New York
$35.6K
SWM
663
Spire Wealth Management
Virginia
$33.7K -$32K -137 -50%
PPC
664
Park Place Capital
Alabama
$33.2K -$68.3K -292 -68%
HWM
665
HighMark Wealth Management
Minnesota
$32.9K +$234 +1 +0.7%
BBHC
666
Brown Brothers Harriman & Co
New York
$32K -$13.8K -59 -31%
TCOV
667
Trust Company of Vermont
Vermont
$30.6K +$6.78K +29 +30%
NS
668
NBC Securities
Alabama
$30K -$935 -4 -3%
LI
669
LRI Investments
Florida
$28.9K +$3.91M +16,713 +30,387%
CPBTD
670
Central Pacific Bank - Trust Division
Hawaii
$28.1K +$27.1K +116 New
RIL
671
Rothschild Investment LLC
Illinois
$27.4K +$17.3K +74 +190%
FPFS
672
First Personal Financial Services
North Carolina
$27.2K
DWS
673
Dynamic Wealth Strategies
California
$27K
CCA
674
Catalyst Capital Advisors
New York
$25.5K -$468 -2 -2%
MRC
675
Millburn Ridgefield Corp
New York
$25.5K -$468 -2 -2%

STE Hedge Fund Activity: Q3 2024 in Review

757 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q3 2024, worth a combined $22.5B — up 7.9% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new STE positions and 58 closed out — a net gain of 19 holders — while 247 added to existing stakes and 308 trimmed.

The largest buyer was Slocum, Gordon & Co, adding an estimated $213M. The largest seller was APG Asset Management, cutting an estimated $225M.

  • 757 institutional investors held Steris (STE) as of Q3 2024, up from 745 in Q2 2024.
  • Funds reported $22.5B of Steris stock for Q3 2024, up 7.9% quarter-over-quarter.
  • 77 funds opened new Steris positions in Q3 2024 and 58 closed out, a net change of +19 holders.
  • The largest Steris buyer in Q3 2024 was Slocum, Gordon & Co, an estimated $213M added.
  • The largest Steris seller in Q3 2024 was APG Asset Management, an estimated $225M sold.

Based on aggregated 13F filings for Q3 2024.