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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
$481M
2
SGA
Sustainable Growth Advisers
Connecticut
$334M
3
Select Equity Group
Select Equity Group
New York
$161M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$240M
5
National Pension Service
National Pension Service
South Korea
$32.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$874M
2
BlackRock
BlackRock
New York
$2.21B
3
Goldman Sachs
Goldman Sachs
New York
$76M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
$271M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.27B
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
701
Albion Financial Group
Utah
$1.57K +$1.57K +7 New
TCM
702
TD Capital Management
Tennessee
$1.57K +$1.57K +7 New
RFG
703
REAP Financial Group
Texas
$1.36K – – –
FRA
704
Front Row Advisors
California
$1.35K +$1.35K +6 New
S
705
Sachetta
Massachusetts
$1.32K – – –
PWMG
706
Prestige Wealth Management Group
New Jersey
$1.13K – – –
AIC
707
Archer Investment Corporation
Indiana
$1.12K – – –
AW
708
Avion Wealth
Texas
$1K +$1K +4 New
MHR
709
Matthew Hamilton Rosenberg
$884 -$9.5K -43 -91%
ECM
710
Everence Capital Management
Indiana
$708 – – –
TCM
711
Tradewinds Capital Management
Washington
$675 – – –
TWD
712
True Wealth Design
Ohio
$675 +$225 +1 +50%
WPA
713
West Paces Advisors
Georgia
$674 -$1.35K -6 -67%
GEA
714
Glen Eagle Advisors
New Jersey
$674 – – –
NL
715
NVWM LLC
Pennsylvania
$674 +$674 +3 New
WA
716
WestEnd Advisors
North Carolina
$450 – – –
JWM
717
Janiczek Wealth Management
Colorado
$450 – – –
RAM
718
Riggs Asset Management
Pennsylvania
$450 +$450 +2 New
CTWM
719
Cherry Tree Wealth Management
Minnesota
$338 – – –
TFM
720
TFC Financial Management
Massachusetts
$225 +$225 +1 New
AAF
721
Andra AP-fonden
Sweden
– -$6.07M -27,600 Closed
ACM
722
Aquatic Capital Management
Illinois
– -$2.44M -11,100 Closed
Citadel Advisors
723
Citadel Advisors
Florida
– -$2.42M -11,001 Closed
FFA
724
Fi3 Financial Advisors
Indiana
– -$1.49M -6,768 Closed
FI
725
FJ Investments
Utah
– -$1.4M -6,359 Closed
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