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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
GFPC
676
Global Financial Private Client
Florida
$6.19K
CWC
677
Carolinas Wealth Consulting
North Carolina
$6.07K +$6.09K +27 New
CA
678
Crewe Advisors
Utah
$5.85K +$5.86K +26 New
ZB
679
Zions Bancorporation
Utah
$5.84K -$226 -1 -4%
DAM
680
Delta Asset Management
Tennessee
$5.62K
MCM
681
Manchester Capital Management
Vermont
$5.17K +$1.58K +7 +44%
AGWCA
682
Annis Gardner Whiting Capital Advisors
Florida
$5.17K +$5.19K +23 New
WTA
683
Washington Trust Advisors
Massachusetts
$4.97K +$1.8K +8 +57%
AEPWM
684
Atlantic Edge Private Wealth Management
Florida
$4.5K
PSB
685
Piscataqua Savings Bank
New Hampshire
$4.5K +$4.51K +20 New
SC
686
Solstein Capital
California
$4.27K
AFS
687
Annapolis Financial Services
Maryland
$4.05K
TSWM
688
Tyler-Stone Wealth Management
Ohio
$3.82K
CPG
689
Cornerstone Planning Group
New Jersey
$3.53K
CFO
690
CVA Family Office
Colorado
$3.37K
VNA
691
Valley National Advisers
Pennsylvania
$3K
DJSG
692
D.J. St. Germain
Massachusetts
$2.92K
FGAM
693
Financial Gravity Asset Management
Texas
$2.85K -$9.7K -43 -78%
BCMLT
694
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.7K
Jones Financial Companies
695
Jones Financial Companies
Missouri
$2.47K -$3.16K -14 -56%
RCM
696
Raleigh Capital Management
North Carolina
$2.47K +$1.58K +7 +175%
NMM
697
Naples Money Management
Florida
$2.02K
PCM
698
Penserra Capital Management
California
$2K -$102K -451 -98%
GWM
699
Geneos Wealth Management
Colorado
$1.8K
VCM
700
Versant Capital Management
Arizona
$1.8K