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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
+$226M
2
SGA
Sustainable Growth Advisers
Connecticut
+$63.5M
3
Select Equity Group
Select Equity Group
New York
+$60.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$35.1M
5
National Pension Service
National Pension Service
South Korea
+$32.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$886M
2
BlackRock
BlackRock
New York
-$69.3M
3
Goldman Sachs
Goldman Sachs
New York
-$59.8M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
-$44.9M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$33.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
676
Zions Bancorporation
Utah
$5.85K -$225 -1 -4%
DAM
677
Delta Asset Management
Tennessee
$5.62K – – –
MCM
678
Manchester Capital Management
Vermont
$5.17K +$1.57K +7 +44%
AGWCA
679
Annis Gardner Whiting Capital Advisors
Florida
$5.17K +$5.17K +23 New
WTA
680
Washington Trust Advisors
Massachusetts
$4.97K +$1.81K +8 +57%
AEPWM
681
Atlantic Edge Private Wealth Management
Florida
$4.5K – – –
PSB
682
Piscataqua Savings Bank
New Hampshire
$4.5K +$4.5K +20 New
SC
683
Solstein Capital
California
$4.27K – – –
AFS
684
Annapolis Financial Services
Maryland
$4.05K – – –
TSWM
685
Tyler-Stone Wealth Management
Ohio
$3.82K – – –
CPG
686
Cornerstone Planning Group
New Jersey
$3.53K – – –
CFO
687
CVA Family Office
Colorado
$3.37K – – –
VNA
688
Valley National Advisers
Pennsylvania
$3K – – –
DJSG
689
D.J. St. Germain
Massachusetts
$2.92K – – –
FGAM
690
Financial Gravity Asset Management
Texas
$2.85K -$10.2K -43 -78%
BCMLT
691
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.7K – – –
Jones Financial Companies
692
Jones Financial Companies
Missouri
$2.47K -$3.15K -14 -56%
RCM
693
Raleigh Capital Management
North Carolina
$2.47K +$1.57K +7 +175%
NMM
694
Naples Money Management
Florida
$2.02K – – –
PCM
695
Penserra Capital Management
California
$2K -$100K -451 -98%
VCM
696
Versant Capital Management
Arizona
$1.8K – – –
GWM
697
Geneos Wealth Management
Colorado
$1.8K – – –
CFB
698
Cullen/Frost Bankers
Texas
$1.8K +$1.8K +8 New
FP
699
Financial Perspectives
Minnesota
$1.64K – – –
DF
700
Dunhill Financial
United Kingdom
$1.62K +$231 +1 +17%
26 27
28
29 30