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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
AW
751
Avion Wealth
Texas
$1K +$878 +4 +100%
WCM
752
WealthTrak Capital Management
Virginia
$823 +$878 +4 New
GEA
753
Glen Eagle Advisors
New Jersey
$617
GBT
754
Grove Bank & Trust
Florida
$617
TCM
755
Tradewinds Capital Management
Washington
$617
WPA
756
West Paces Advisors
Georgia
$617
CSWM
757
Cassady Schiller Wealth Management
Ohio
$617 +$658 +3 New
OSNBOA
758
Old Second National Bank of Aurora
Illinois
$617 +$658 +3 New
BFPW
759
BOK Financial Private Wealth
Colorado
$412 +$439 +2 New
PWM
760
Parkworth Wealth Management
California
$411 +$439 +2 New
SMAM
761
Sugar Maple Asset Management
Wisconsin
$411 +$439 +2 New
CTWM
762
Cherry Tree Wealth Management
Minnesota
$309
WA
763
WestEnd Advisors
North Carolina
$206
NC
764
NewSquare Capital
Pennsylvania
$206 +$219 +1 New
PWA
765
Principia Wealth Advisory
Texas
$206 +$219 +1 New
SGC
766
Slocum, Gordon & Co
Rhode Island
-$37.8M -909,841 Closed
CCM
767
Cinctive Capital Management
New York
-$6.45M -26,575 Closed
BCM
768
Brasada Capital Management
Texas
-$4.62M -19,686 Closed
SCM
769
Sandler Capital Management
New York
-$1.97M -8,117 Closed
BHCM
770
Brevan Howard Capital Management
Jersey
-$1.65M -6,798 Closed
LP
771
LMR Partners
United Kingdom
-$1.47M -6,072 Closed
AI
772
AXS Investments
New York
-$1.17M -4,834 Closed
FTDI
773
First Trust Direct Indexing
Massachusetts
-$1.12M -4,603 Closed
MC
774
Machina Capital
France
-$908K -3,743 Closed
NRD
775
Nebula Research & Development
New York
-$890K -3,671 Closed

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.