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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
MMCM
701
Murphy & Mullick Capital Management
New York
$8.02K +$8.56K +39 New
MSWM
702
Mowery & Schoenfeld Wealth Management
Illinois
$7.81K +$3.29K +15 +65%
CWM
703
Centricity Wealth Management
Ohio
$7.81K +$8.34K +38 New
AIM
704
Anchor Investment Management
South Carolina
$7.61K
FMP
705
Financial Management Professionals
Texas
$6.78K
GSWM
706
Golden State Wealth Management
California
$6.78K +$7.24K +33 New
PCFFS
707
Pacific Center for Financial Services
California
$6.58K
GFPC
708
Global Financial Private Client
Florida
$6.37K +$658 +3 +11%
CTC
709
Cetera Trust Company
Minnesota
$6.17K
BC
710
Bayforest Capital
United Kingdom
$6.17K +$6.58K +30 New
HWM
711
Hemington Wealth Management
Virginia
$6K -$658 -3 -9%
CWC
712
Carolinas Wealth Consulting
North Carolina
$5.34K -$219 -1 -4%
TPW
713
Talon Private Wealth
Florida
$5.34K
CFO
714
CVA Family Office
Colorado
$5.34K +$1.97K +9 +53%
DAM
715
Delta Asset Management
Tennessee
$5.14K
GWM
716
Geneos Wealth Management
Colorado
$5.14K +$878 +4 +19%
WTA
717
Washington Trust Advisors
Massachusetts
$5.02K +$439 +2 +9%
BIA
718
Bell Investment Advisors
California
$4.93K -$1.54K -7 -23%
ZB
719
Zions Bancorporation
Utah
$4.93K
DF
720
Dunhill Financial
United Kingdom
$4.79K +$878 +4 +21%
AGWCA
721
Annis Gardner Whiting Capital Advisors
Florida
$4.73K
CPG
722
Cornerstone Planning Group
New Jersey
$4.21K
SS
723
SBI Securities
Japan
$4.11K +$4.39K +20 New
T
724
Transce3nd
Texas
$4.11K +$4.39K +20 New
AWM
725
Abound Wealth Management
Tennessee
$3.91K

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.