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Steris
STE

757 hedge funds and large institutions have $22.5B invested in Steris in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 247 increasing their positions, 308 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

502% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $3.01M

33% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 58

8% more capital invested

Capital invested by funds: $20.9B → $22.5B (+$1.65B)

2% more funds holding

Funds holding: 745 → 757 (+12)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

1.12% less ownership

Funds ownership: 96.54% → 95.42% (-1.1%)

20% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 308

Holders
757
Holders Change
+12
Holders Change %
+1.61%
% of All Funds
10.87%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
77
Increased
247
Reduced
308
Closed
58
Calls
$18.1M
Puts
$3.01M
Net Calls
+$15.1M
Net Calls Change
+$11.5M

Top Buyers

1
SGC
Slocum, Gordon & Co
Rhode Island
+$213M
2
Franklin Resources
Franklin Resources
California
+$124M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$71.5M
4
Select Equity Group
Select Equity Group
New York
+$57.8M
5
UBS Group
UBS Group
Switzerland
+$27.5M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
-$225M
2
CAM
Congress Asset Management
Massachusetts
-$117M
3
CIP
Champlain Investment Partners
Vermont
-$115M
4
Citadel Advisors
Citadel Advisors
Florida
-$51.3M
5
Fidelity International
Fidelity International
Bermuda
-$40M
Name Holding Trade Value Shares
Change 		Change in
Stake
WB
701
Webster Bank
Connecticut
$9.46K – – –
AIM
702
Anchor Investment Management
South Carolina
$8.97K – – –
RWA
703
Redmont Wealth Advisors
Illinois
$8.73K – – –
FMP
704
Financial Management Professionals
Texas
$8K – – –
PCFFS
705
Pacific Center for Financial Services
California
$7.76K – – –
BIA
706
Bell Investment Advisors
California
$7.52K -$702 -3 -9%
CTC
707
Cetera Trust Company
Minnesota
$7.28K – – –
HWM
708
Hemington Wealth Management
Virginia
$7K +$7.95K +34 New
FCA
709
FinTrust Capital Advisors
South Carolina
$6.79K – – –
GFPC
710
Global Financial Private Client
Florida
$6.79K – – –
CWC
711
Carolinas Wealth Consulting
North Carolina
$6.55K – – –
CA
712
Crewe Advisors
Utah
$6.31K -$4.68K -20 -43%
TPW
713
Talon Private Wealth
Florida
$6.31K +$6.08K +26 New
DAM
714
Delta Asset Management
Tennessee
$6.06K – – –
ZB
715
Zions Bancorporation
Utah
$5.82K -$2.34K -10 -29%
AGWCA
716
Annis Gardner Whiting Capital Advisors
Florida
$5.58K -$234 -1 -4%
MSWM
717
Mowery & Schoenfeld Wealth Management
Illinois
$5.58K – – –
WTA
718
Washington Trust Advisors
Massachusetts
$5.37K – – –
GWM
719
Geneos Wealth Management
Colorado
$5.09K +$3.04K +13 +163%
AEPWM
720
Atlantic Edge Private Wealth Management
Florida
$4.85K – – –
AWM
721
Abound Wealth Management
Tennessee
$4.61K – – –
PG
722
Proffitt & Goodson
Tennessee
$4.61K +$4.44K +19 New
SC
723
Solstein Capital
California
$4.61K – – –
DF
724
Dunhill Financial
United Kingdom
$4.54K +$2.34K +10 +111%
AFS
725
Annapolis Financial Services
Maryland
$4.37K – – –
27 28
29
30 31

STE Hedge Fund Activity: Q3 2024 in Review

757 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q3 2024, worth a combined $22.5B — up 7.9% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new STE positions and 58 closed out — a net gain of 19 holders — while 247 added to existing stakes and 308 trimmed.

The largest buyer was Slocum, Gordon & Co, adding an estimated $213M. The largest seller was APG Asset Management, cutting an estimated $225M.

  • 757 institutional investors held Steris (STE) as of Q3 2024, up from 745 in Q2 2024.
  • Funds reported $22.5B of Steris stock for Q3 2024, up 7.9% quarter-over-quarter.
  • 77 funds opened new Steris positions in Q3 2024 and 58 closed out, a net change of +19 holders.
  • The largest Steris buyer in Q3 2024 was Slocum, Gordon & Co, an estimated $213M added.
  • The largest Steris seller in Q3 2024 was APG Asset Management, an estimated $225M sold.

Based on aggregated 13F filings for Q3 2024.