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Sotera Health
SHC

205 hedge funds and large institutions have $3.16B invested in Sotera Health in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 76 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,060% more call options, than puts

Call options by funds: $808K | Put options by funds: $5K

2.15% more ownership

Funds ownership: 93.29% → 95.44% (+2.2%)

5% less funds holding

Funds holding: 216 → 205 (-11)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

13% less capital invested

Capital invested by funds: $3.61B → $3.16B (-$459M)

13% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 76

29% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 35

Holders
205
Holders Change
-11
Holders Change %
-5.09%
% of All Funds
2.75%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
25
Increased
66
Reduced
76
Closed
35
Calls
$808K
Puts
$5K
Net Calls
+$803K
Net Calls Change
+$3K

Top Buyers

Rank Fund Capital Flow
1
TGA
TPG GP A
Texas
+$87.3M
2
SC
Sculptor Capital
New York
+$52M
3
Bank of America
Bank of America
North Carolina
+$7.11M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$6.66M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$5.8M

Top Sellers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
-$19.1M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$14M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$13.9M
4
ECM
ExodusPoint Capital Management
New York
-$13.9M
5
Walleye Capital
Walleye Capital
New York
-$10.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
226
Bleakley Financial Group
New Jersey
– -$152K -11,135 Closed
PCM
227
Prelude Capital Management
New York
– -$152K -11,080 Closed
Pathstone Holdings
228
Pathstone Holdings
New Jersey
– -$149K -10,893 Closed
CC
229
Corton Capital
Ontario, Canada
– -$139K -10,195 Closed
SIM
230
Sandia Investment Management
Massachusetts
– -$103K -7,500 Closed
QL
231
Quarry LP
New York
– -$28.1K -2,054 Closed
VWM
232
Venturi Wealth Management
Texas
– -$21.3K -1,556 Closed
CT
233
Colonial Trust
South Carolina
– -$5.32K -389 Closed
GIA
234
GHP Investment Advisors
Colorado
– -$4.21K -308 Closed
PA
235
Pineridge Advisors
Missouri
– -$766 -56 Closed
CA
236
CoreCap Advisors
Michigan
– -$274 -20 Closed
CAM
237
Creekmur Asset Management
Illinois
– -$219 -16 Closed
CFGS
238
Concourse Financial Group Securities
Alabama
– -$163 -12 Closed
PWM
239
Parkworth Wealth Management
California
– -$41 -3 Closed
HFS
240
Hantz Financial Services
Michigan
– +$245 +19 New
6 7 8 9
10

SHC Hedge Fund Activity: Q1 2025 in Review

205 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Sotera Health (SHC) for Q1 2025, worth a combined $3.16B — down 13% from $3.61B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of SHC and 25 opened new positions — a net loss of 10 holders — while 76 trimmed existing stakes and 66 added.

The largest buyer was TPG GP A, opening a new position worth an estimated $87.3M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $19.1M.

  • 205 institutional investors held Sotera Health (SHC) as of Q1 2025, down from 216 in Q4 2024.
  • Funds reported $3.16B of Sotera Health stock for Q1 2025, down 13% quarter-over-quarter.
  • 25 funds opened new Sotera Health positions in Q1 2025 and 35 closed out, a net change of -10 holders.
  • The largest Sotera Health buyer in Q1 2025 was TPG GP A, an estimated $87.3M added.
  • The largest Sotera Health seller in Q1 2025 was ArrowMark Colorado Holdings, an estimated $19.1M sold.

Based on aggregated 13F filings for Q1 2025.