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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
SIS
801
Sound Income Strategies
Florida
– -$23.1K -105 Closed
KFS
802
Kelly Financial Services
Massachusetts
– -$22.4K -102 Closed
TFF
803
The Family Firm
Maryland
– -$14.5K -66 Closed
RFG
804
RFP Financial Group
Georgia
– -$13.4K -61 Closed
CJ
805
Caitlin John
Michigan
– -$13K -59 Closed
ATPW
806
Ashton Thomas Private Wealth
Arizona
– -$8.78K -40 Closed
PA
807
Pineridge Advisors
Missouri
– -$4.17K -19 Closed
TWP
808
Triad Wealth Partners
Kansas
– -$3.73K -17 Closed
TSWM
809
Tyler-Stone Wealth Management
Ohio
– -$3.73K -17 Closed
HCP
810
Hexagon Capital Partners
Arkansas
– -$1.98K -9 Closed
VNA
811
Valley National Advisers
Pennsylvania
– -$1K -7 Closed
FRA
812
Front Row Advisors
California
– -$1.32K -6 Closed
UWS
813
Unique Wealth Strategies
Illinois
– -$674 -3 Closed
AW
814
Avion Wealth
Texas
– -$468 -2 -33%
RWMG
815
Redwood Wealth Management Group
New Jersey
– -$220 -1 Closed
29 30 31 32
33

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.