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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
BW
801
Bison Wealth
Georgia
-$232K -956 Closed
FPAS
802
Focus Partners Advisor Solutions
Missouri
-$231K -952 Closed
WPC
803
Wedmont Private Capital
Pennsylvania
-$214K -946 Closed
CCA
804
Checchi Capital Advisers
California
-$227K -937 Closed
CS
805
Cannell & Spears
New York
-$227K -935 Closed
JSW
806
Journey Strategic Wealth
New Jersey
-$224K -925 Closed
NAS
807
Nicolet Advisory Services
Wisconsin
-$214K -917 Closed
FLPIM
808
F.L. Putnam Investment Management
Massachusetts
-$221K -911 Closed
VFA
809
Values First Advisors
Tennessee
-$219K -902 Closed
HH
810
Hilltop Holdings
Texas
-$218K -898 Closed
SFI
811
SPC Financial Inc
Maryland
-$217K -895 Closed
CAM
812
Claret Asset Management
Quebec, Canada
-$216K -889 Closed
FTWA
813
Fifth Third Wealth Advisors
Ohio
-$215K -885 Closed
BP
814
Ballentine Partners
Massachusetts
-$213K -879 Closed
AIM
815
Avity Investment Management
Connecticut
-$212K -876 Closed
LCWP
816
Legacy Capital Wealth Partners
Arkansas
-$206K -848 Closed
ECM
817
Evergreen Capital Management
Washington
-$205K -846 Closed
AWM
818
Axxcess Wealth Management
California
-$203K -839 Closed
PMFA
819
Plante Moran Financial Advisors
Michigan
-$110K -455 Closed
CA
820
Claris Advisors
Missouri
-$98.2K -405 Closed
AA
821
Alta Advisers
United Kingdom
-$97K -400 Closed
CFM
822
Catalyst Funds Management
Australia
-$72.8K -300 Closed
GSEP
823
Golden State Equity Partners
California
-$72.3K -298 Closed
OA
824
Operose Advisors
Wisconsin
-$37.1K -153 Closed
NS
825
NBC Securities
Alabama
-$30K -126 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.