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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
CFB
701
Cullen/Frost Bankers
Texas
$1.8K +$1.8K +8 New
FP
702
Financial Perspectives
Minnesota
$1.64K
DF
703
Dunhill Financial
United Kingdom
$1.62K +$226 +1 +17%
AFG
704
Albion Financial Group
Utah
$1.57K +$1.58K +7 New
TCM
705
TD Capital Management
Tennessee
$1.57K +$1.58K +7 New
RFG
706
REAP Financial Group
Texas
$1.35K
FRA
707
Front Row Advisors
California
$1.35K +$1.35K +6 New
S
708
Sachetta
Massachusetts
$1.32K
PWMG
709
Prestige Wealth Management Group
New Jersey
$1.13K
AIC
710
Archer Investment Corporation
Indiana
$1.12K
AW
711
Avion Wealth
Texas
$1K +$902 +4 New
MHR
712
Matthew Hamilton Rosenberg
$884 -$9.7K -43 -91%
ECM
713
Everence Capital Management
Indiana
$708
TCM
714
Tradewinds Capital Management
Washington
$675
TWD
715
True Wealth Design
Ohio
$675 +$226 +1 +50%
WPA
716
West Paces Advisors
Georgia
$674 -$1.35K -6 -67%
GEA
717
Glen Eagle Advisors
New Jersey
$674
NL
718
NVWM LLC
Pennsylvania
$674 +$677 +3 New
JWM
719
Janiczek Wealth Management
Colorado
$450
WA
720
WestEnd Advisors
North Carolina
$450
RAM
721
Riggs Asset Management
Pennsylvania
$450 +$451 +2 New
CTWM
722
Cherry Tree Wealth Management
Minnesota
$338
TFM
723
TFC Financial Management
Massachusetts
$225 +$226 +1 New
AAF
724
Andra AP-fonden
Sweden
-$6.07M -27,600 Closed
ACM
725
Aquatic Capital Management
Illinois
-$2.44M -11,100 Closed