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Sotera Health
SHC

316 hedge funds and large institutions have $5.19B invested in Sotera Health in 2026 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 163 increasing their positions, 65 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 65

64% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 36

32% more capital invested

Capital invested by funds: $3.93B → $5.19B (+$1.26B)

15% more funds holding in top 10

Funds holding in top 10: 13 → 15 (+2)

6.32% more ownership

Funds ownership: 96.91% → 103.23% (+6.3%)

6% more funds holding

Funds holding: 299 → 316 (+17)

Holders
316
Holders Change
+17
Holders Change %
+5.69%
% of All Funds
3.82%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.18%
New
59
Increased
163
Reduced
65
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.8M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$63.3M
3
SC
Sessa Capital
New York
+$63M
4
SHCM
Sachem Head Capital Management
New York
+$61.7M
5
BlackRock
BlackRock
New York
+$52M

Top Sellers

Rank Fund Capital Flow
1
WP
Warburg Pincus
New York
-$274M
2
GL
GTCR LLC
Illinois
-$183M
3
Wells Fargo
Wells Fargo
California
-$62.3M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$23.1M
5
SG Americas Securities
SG Americas Securities
New York
-$11.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
276
JPL Wealth Management
Colorado
$2.77K +$567 +36 +30%
SPIA
277
Steward Partners Investment Advisory
New York
$2.65K +$1.86K +118 +381%
BBHC
278
Brown Brothers Harriman & Co
New York
$2.56K – – –
S
279
Sachetta
Massachusetts
$2.48K +$662 +42 +43%
APFP
280
Action Point Financial Planning
Michigan
$2.43K +$2.21K +140 New
FMII
281
Farmers & Merchants Investments Inc
Nebraska
$2.34K – – –
AAS
282
Ameritas Advisory Services
Nebraska
$2.13K +$1.89K +120 New
Mirae Asset Global Investments
283
Mirae Asset Global Investments
South Korea
$1.97K – – –
JWA
284
JFS Wealth Advisors
Pennsylvania
$1.95K – – –
FFO
285
Fortitude Family Office
Arizona
$1.85K +$804 +51 +96%
AssetMark Inc
286
AssetMark Inc
California
$1.69K +$32 +2 +2%
GFA
287
Godfrey Financial Associates
New York
$1.61K – – –
KFAS
288
Keating Financial Advisory Services
Kansas
$1.49K +$1.07K +68 +425%
CH
289
Cromwell Holdings
Wyoming
$1.23K +$804 +51 +283%
CCMI
290
Creative Capital Management Investments
California
$1.01K +$898 +57 New
BIA
291
Bell Investment Advisors
California
$888 – – –
EWP
292
Elevation Wealth Partners
California
$870 – – –
PWMG
293
Private Wealth Management Group
New Jersey
$870 – – –
PWPS
294
Pinnacle Wealth Planning Services
Ohio
$834 – – –
MCM
295
Manchester Capital Management
Vermont
$764 – – –
AFC
296
Ares Financial Consulting
California
$657 +$583 +37 New
TFA
297
Transamerica Financial Advisors
Florida
$639 +$158 +10 +38%
BHWM
298
Bay Harbor Wealth Management
Maryland
$639 +$268 +17 +89%
RWM
299
Rialto Wealth Management
New York
$568 +$16 +1 +3%
DPW
300
DiNuzzo Private Wealth
Pennsylvania
$444 – – –
10 11
12
13 14

SHC Hedge Fund Activity: Q2 2026 in Review

316 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Sotera Health (SHC) for Q2 2026, worth a combined $5.19B — up 32% from $3.93B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SHC positions and 36 closed out — a net gain of 23 holders — while 163 added to existing stakes and 65 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $96.8M. The largest seller was Warburg Pincus, exiting entirely with an estimated $274M sold.

  • 316 institutional investors held Sotera Health (SHC) as of Q2 2026, up from 299 in Q1 2026.
  • Funds reported $5.19B of Sotera Health stock for Q2 2026, up 32% quarter-over-quarter.
  • 59 funds opened new Sotera Health positions in Q2 2026 and 36 closed out, a net change of +23 holders.
  • The largest Sotera Health buyer in Q2 2026 was Fidelity Investments, an estimated $96.8M added.
  • The largest Sotera Health seller in Q2 2026 was Warburg Pincus, an estimated $274M sold.

Based on aggregated 13F filings for Q2 2026.