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765 hedge funds and large institutions have $18.8B invested in Steris in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 256 increasing their positions, 308 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

436% more call options, than puts

Call options by funds: $8.59M | Put options by funds: $1.6M

22% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 79

1% more funds holding

Funds holding: 757765 (+8)

2.45% less ownership

Funds ownership: 95.42%92.98% (-2.4%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

16% less capital invested

Capital invested by funds: $22.5B → $18.8B (-$3.68B)

17% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 308

Holders
765
Holders Change
+8
Holders Change %
+1.06%
% of All Funds
10.08%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
96
Increased
256
Reduced
308
Closed
79
Calls
$8.59M
Puts
$1.6M
Net Calls
+$6.99M
Net Calls Change
-$8.11M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
676
JFS Wealth Advisors
Pennsylvania
$19.5K +$12.1K +55 +138%
CA
677
Centerpoint Advisors
Massachusetts
$19K
NRG
678
Nemes Rush Group
Michigan
$17.4K -$5.38M -24,520 -100%
KIM
679
Kestra Investment Management
Texas
$17.3K +$18.4K +84 New
MDA
680
Minot DeBlois Advisors
Massachusetts
$16.4K +$17.6K +80 New
TPCW
681
TD Private Client Wealth
New York
$15.4K -$181K -827 -92%
RPA
682
Redwood Park Advisors
California
$14.4K +$15.4K +70 New
CAL
683
Capital Advisors Ltd
Ohio
$14K +$219 +1 +2%
WWP
684
WR Wealth Planners
Missouri
$13.8K -$681K -3,104 -98%
FMII
685
Farmers & Merchants Investments Inc
Nebraska
$13.4K
RA
686
Rise Advisors
New York
$12.9K +$658 +3 +5%
BGAI
687
Bruce G. Allen Investments
Colorado
$12.7K
DIP
688
DT Investment Partners
Pennsylvania
$11.9K
SVCP
689
Silicon Valley Capital Partners
California
$11.9K
BOJHT
690
Bank of Jackson Hole Trust
Wyoming
$11.5K +$12.3K +56 New
FFO
691
Fortitude Family Office
Arizona
$11.1K
SWM
692
Sugarloaf Wealth Management
Georgia
$11.1K
HIA
693
Harbor Investment Advisory
Maryland
$10.7K
SIC
694
Salem Investment Counselors
North Carolina
$10.3K -$1.32K -6 -11%
GCM
695
Gables Capital Management
Florida
$10.3K
CCM
696
Chilton Capital Management
Texas
$9.66K -$3.73K -17 -27%
EBA
697
Eagle Bay Advisors
New York
$9.66K -$3.29K -15 -24%
MCM
698
MV Capital Management
Maryland
$8.63K -$219 -1 -2%
WA
699
Whipplewood Advisors
Colorado
$8.63K +$9.21K +42 New
WB
700
Webster Bank
Connecticut
$8.02K

STE Hedge Fund Activity: Q4 2024 in Review

765 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2024, worth a combined $18.8B — down 16% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new STE positions and 79 closed out — a net gain of 17 holders — while 256 added to existing stakes and 308 trimmed.

The largest buyer was Select Equity Group, adding an estimated $355M. The largest seller was Massachusetts Financial Services, cutting an estimated $296M.

  • 765 institutional investors held Steris (STE) as of Q4 2024, up from 757 in Q3 2024.
  • Funds reported $18.8B of Steris stock for Q4 2024, down 16% quarter-over-quarter.
  • 96 funds opened new Steris positions in Q4 2024 and 79 closed out, a net change of +17 holders.
  • The largest Steris buyer in Q4 2024 was Select Equity Group, an estimated $355M added.
  • The largest Steris seller in Q4 2024 was Massachusetts Financial Services, an estimated $296M sold.

Based on aggregated 13F filings for Q4 2024.