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Steris
STE

Overview Fund Activity

752 hedge funds and large institutions have $22.2B invested in Steris in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 244 increasing their positions, 307 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
+9
Holders Change %
+1.21%
% of All Funds
10.88%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
76
Increased
244
Reduced
307
Closed
59
Calls
$18.1M
Puts
$3.01M
Net Calls
+$15.1M
Net Calls Change
+$11.5M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$191M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$75.1M
3
Select Equity Group
Select Equity Group
New York
$238M
4
SGC
Slocum, Gordon & Co
Rhode Island
$37.8M
5
UBS Group
UBS Group
Switzerland
$75M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
$594M
2
CAM
Congress Asset Management
Massachusetts
$27M
3
CIP
Champlain Investment Partners
Vermont
$127M
4
Citadel Advisors
Citadel Advisors
Florida
$81.3K
5
Fidelity International
Fidelity International
Bermuda
$87.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCFFS
701
Pacific Center for Financial Services
California
$7.76K – – –
BIA
702
Bell Investment Advisors
California
$7.52K -$728 -3 -9%
CTC
703
Cetera Trust Company
Minnesota
$7.28K – – –
HWM
704
Hemington Wealth Management
Virginia
$7K +$7K +34 New
FCA
705
FinTrust Capital Advisors
South Carolina
$6.79K – – –
GFPC
706
Global Financial Private Client
Florida
$6.79K – – –
CWC
707
Carolinas Wealth Consulting
North Carolina
$6.55K – – –
CA
708
Crewe Advisors
Utah
$6.31K -$4.85K -20 -43%
TPW
709
Talon Private Wealth
Florida
$6.31K +$6.31K +26 New
DAM
710
Delta Asset Management
Tennessee
$6.06K – – –
ZB
711
Zions Bancorporation
Utah
$5.82K -$2.43K -10 -29%
AGWCA
712
Annis Gardner Whiting Capital Advisors
Florida
$5.58K -$243 -1 -4%
MSWM
713
Mowery & Schoenfeld Wealth Management
Illinois
$5.58K – – –
WTA
714
Washington Trust Advisors
Massachusetts
$5.37K – – –
GWM
715
Geneos Wealth Management
Colorado
$5.09K +$3.15K +13 +163%
AEPWM
716
Atlantic Edge Private Wealth Management
Florida
$4.85K – – –
AWM
717
Abound Wealth Management
Tennessee
$4.61K – – –
PG
718
Proffitt & Goodson
Tennessee
$4.61K +$4.61K +19 New
SC
719
Solstein Capital
California
$4.61K – – –
DF
720
Dunhill Financial
United Kingdom
$4.54K +$2.39K +10 +111%
AFS
721
Annapolis Financial Services
Maryland
$4.37K – – –
CPG
722
Cornerstone Planning Group
New Jersey
$4.25K +$448 +2 +12%
CFO
723
CVA Family Office
Colorado
$4.12K +$243 +1 +6%
PWMG
724
Private Wealth Management Group
New Jersey
$3.88K – – –
SC
725
SouthState Corp
Florida
$3.88K – – –
27 28
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