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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
SC
726
Solstein Capital
California
$3.91K
PWMG
727
Private Wealth Management Group
New Jersey
$3.29K
SC
728
SouthState Corp
Florida
$3.29K
APW
729
Aventura Private Wealth
Florida
$3.29K +$3.51K +16 New
ME
730
McIlrath & Eck
Washington
$3.08K +$3.29K +15 New
SPF
731
South Plains Financial
Texas
$2.88K +$3.07K +14 New
DJSG
732
D.J. St. Germain
Massachusetts
$2.67K
TC
733
Truvestments Capital
Florida
$2.47K +$2.63K +12 New
PGAM
734
Princeton Global Asset Management
New Jersey
$2.06K +$2.19K +10 New
SIC
735
SJS Investment Consulting
Ohio
$1.85K -$439 -2 -18%
MTIC
736
Missouri Trust & Investment Company
Missouri
$1.85K +$1.97K +9 New
S
737
Sachetta
Massachusetts
$1.65K -$1.32K -6 -43%
BWL
738
Bogart Wealth LLC
Virginia
$1.64K +$1.75K +8 New
CWM
739
Crowley Wealth Management
Delaware
$1.64K +$1.75K +8 New
NWWA
740
New Wave Wealth Advisors
Arkansas
$1.64K +$1.75K +8 New
FP
741
Financial Perspectives
Minnesota
$1.51K
TCM
742
TD Capital Management
Tennessee
$1.45K
AFG
743
Albion Financial Group
Utah
$1.44K
RFG
744
REAP Financial Group
Texas
$1.25K
TWD
745
True Wealth Design
Ohio
$1.23K +$219 +1 +20%
CFB
746
Cullen/Frost Bankers
Texas
$1.23K +$1.32K +6 New
RCM
747
Raleigh Capital Management
North Carolina
$1.03K -$1.54K -7 -58%
CA
748
CoreCap Advisors
Michigan
$1.03K
PWMG
749
Prestige Wealth Management Group
New Jersey
$1.03K
HCP
750
Hexagon Capital Partners
Arkansas
$1.03K +$1.1K +5 New

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.