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Steris
STE

Overview Fund Activity

759 hedge funds and large institutions have $18.8B invested in Steris in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 253 increasing their positions, 306 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
+7
Holders Change %
+0.93%
% of All Funds
10.11%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
95
Increased
253
Reduced
306
Closed
78
Calls
$8.59M
Puts
$1.6M
Net Calls
+$6.99M
Net Calls Change
-$8.11M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
$534M
2
Franklin Resources
Franklin Resources
California
$250M
3
GIM
Generation Investment Management
United Kingdom
$655M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$45M
5
Morgan Stanley
Morgan Stanley
New York
$798M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.03B
2
AllianceBernstein
AllianceBernstein
Tennessee
$35.1M
3
APG Asset Management
APG Asset Management
Netherlands
$321M
4
Bank of America
Bank of America
North Carolina
$109M
5
Marshall Wace
Marshall Wace
United Kingdom
$35.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
726
D.J. St. Germain
Massachusetts
$2.67K – – –
TC
727
Truvestments Capital
Florida
$2.47K +$2.47K +12 New
PGAM
728
Princeton Global Asset Management
New Jersey
$2.06K +$2.06K +10 New
SIC
729
SJS Investment Consulting
Ohio
$1.85K -$411 -2 -18%
MTIC
730
Missouri Trust & Investment Company
Missouri
$1.85K +$1.85K +9 New
S
731
Sachetta
Massachusetts
$1.65K -$1.23K -6 -43%
NWWA
732
New Wave Wealth Advisors
Arkansas
$1.64K +$1.64K +8 New
CWM
733
Crowley Wealth Management
Delaware
$1.64K +$1.64K +8 New
BWL
734
Bogart Wealth LLC
Virginia
$1.64K +$1.64K +8 New
FP
735
Financial Perspectives
Minnesota
$1.51K – – –
TCM
736
TD Capital Management
Tennessee
$1.45K – – –
AFG
737
Albion Financial Group
Utah
$1.44K – – –
RFG
738
REAP Financial Group
Texas
$1.25K – – –
TWD
739
True Wealth Design
Ohio
$1.23K +$206 +1 +20%
CFB
740
Cullen/Frost Bankers
Texas
$1.23K +$1.23K +6 New
RCM
741
Raleigh Capital Management
North Carolina
$1.03K -$1.44K -7 -58%
PWMG
742
Prestige Wealth Management Group
New Jersey
$1.03K – – –
CA
743
CoreCap Advisors
Michigan
$1.03K – – –
HCP
744
Hexagon Capital Partners
Arkansas
$1.03K +$1.03K +5 New
AW
745
Avion Wealth
Texas
$1K +$500 +4 +100%
WCM
746
WealthTrak Capital Management
Virginia
$823 +$823 +4 New
GBT
747
Grove Bank & Trust
Florida
$617 – – –
WPA
748
West Paces Advisors
Georgia
$617 – – –
GEA
749
Glen Eagle Advisors
New Jersey
$617 – – –
TCM
750
Tradewinds Capital Management
Washington
$617 – – –
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