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Sotera Health

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: 1315 (+2)

6.32% more ownership

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

6% more funds holding

Funds holding: 299316 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
26
Gotham Asset Management
New York
$39.2M +$16.7M +1,059,576 +92%
Northern Trust
27
Northern Trust
Illinois
$38.1M +$5.82M +369,104 +21%
ACM
28
Ananym Capital Management
New York
$36M +$4.45M +282,443 +16%
Citadel Advisors
29
Citadel Advisors
Florida
$35.6M +$20.7M +1,313,776 +190%
Millennium Management
30
Millennium Management
New York
$34.3M +$25.4M +1,613,803 +506%
Jennison Associates
31
Jennison Associates
New York
$31.3M -$1.15M -72,697 -4%
WP
32
Woodline Partners
California
$30.7M
Vanguard Fiduciary Trust
33
Vanguard Fiduciary Trust
Pennsylvania
$30.1M +$3.74M +237,544 +16%
IMC
34
Inherent Management Corp
New York
$29.5M
Bank of New York Mellon
35
Bank of New York Mellon
New York
$27.4M +$2.22M +140,701 +10%
VLKIM
36
Van Lanschot Kempen Investment Management
Netherlands
$24.9M +$22.1M +1,403,962 New
UBS Group
37
UBS Group
Switzerland
$23.5M +$15.2M +961,935 +267%
Bank of America
38
Bank of America
North Carolina
$22.9M -$31.2K -1,981 -0.2%
HF
39
HRT Financial
New York
$19.7M +$15.3M +972,270 +699%
ETC
40
Exchange Traded Concepts
Oklahoma
$17.5M
Tudor Investment Corp
41
Tudor Investment Corp
Connecticut
$17.5M +$2.21M +140,000 +17%
OKSA
42
O'Keefe Stevens Advisory
New York
$14.2M +$12.6M +800,396 New
OCAM
43
Onex Canada Asset Management
Ontario, Canada
$12.9M +$221K +14,051 +2%
Goldman Sachs
44
Goldman Sachs
New York
$12.2M -$3.97M -251,703 -27%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$11.7M +$1.6M +101,804 +18%
WAM
46
Weiss Asset Management
Massachusetts
$11.6M +$10.3M +651,539 New
JP Morgan Chase
47
JP Morgan Chase
New York
$11.6M +$5.76M +365,643 +129%
TSW
48
Thompson Siegel & Walmsley
Virginia
$11M +$9.74M +617,774 New
Principal Financial Group
49
Principal Financial Group
Iowa
$10.7M +$1.3M +82,272 +16%
KA
50
Kerrisdale Advisers
Florida
$10.6M -$133K -8,440 -1%

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.