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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
CPG
726
Cornerstone Planning Group
New Jersey
$4.25K +$468 +2 +12%
CFO
727
CVA Family Office
Colorado
$4.12K +$234 +1 +6%
PWMG
728
Private Wealth Management Group
New Jersey
$3.88K – – –
SC
729
SouthState Corp
Florida
$3.88K – – –
S
730
Sachetta
Massachusetts
$3.4K – – –
DJSG
731
D.J. St. Germain
Massachusetts
$3.15K – – –
RCM
732
Raleigh Capital Management
North Carolina
$2.91K +$1.64K +7 +140%
FGC
733
Financial Gravity Companies
Texas
$2.91K +$2.81K +12 New
SIC
734
SJS Investment Consulting
Ohio
$2.67K +$234 +1 +10%
NMM
735
Naples Money Management
Florida
$2.18K – – –
FDCP
736
Foster Dykema Cabot & Partners
Massachusetts
$2.18K +$2.1K +9 New
PCM
737
Penserra Capital Management
California
$2K – – –
FP
738
Financial Perspectives
Minnesota
$1.77K – – –
TCM
739
TD Capital Management
Tennessee
$1.71K – – –
AFG
740
Albion Financial Group
Utah
$1.7K – – –
RFG
741
REAP Financial Group
Texas
$1.47K – – –
CA
742
CoreCap Advisors
Michigan
$1.21K -$15.7K -67 -93%
PWMG
743
Prestige Wealth Management Group
New Jersey
$1.21K – – –
TWD
744
True Wealth Design
Ohio
$1.21K +$234 +1 +25%
MHR
745
Matthew Hamilton Rosenberg
$970 – – –
GEA
746
Glen Eagle Advisors
New Jersey
$728 – – –
TCM
747
Tradewinds Capital Management
Washington
$728 – – –
WPA
748
West Paces Advisors
Georgia
$728 – – –
GBT
749
Grove Bank & Trust
Florida
$728 +$702 +3 New
RTC
750
Riverview Trust Company
Washington
$728 +$702 +3 New
28 29
30
31 32

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.