We are live on ! Find out more
SHC icon

Sotera Health

209 hedge funds and large institutions have $4.43B invested in Sotera Health in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 102 increasing their positions, 45 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 45

42% more capital invested

Capital invested by funds: $3.12B → $4.43B (+$1.32B)

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

2% more funds holding

Funds holding: 204209 (+5)

0.95% more ownership

Funds ownership: 92.84%93.79% (+0.95%)

11% less call options, than puts

Call options by funds: $1.15M | Put options by funds: $1.3M

Holders
209
Holders Change
+5
Holders Change %
+2.45%
% of All Funds
3%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
32
Increased
102
Reduced
45
Closed
27
Calls
$1.15M
Puts
$1.3M
Net Calls
-$148K
Net Calls Change
-$31K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$18.8M +$1.75M +119,543 +12%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$18.2M +$15.9M +1,090,084 New
Northern Trust
28
Northern Trust
Illinois
$18M +$3.05M +208,515 +24%
Norges Bank
29
Norges Bank
Norway
$17.7M -$2.34M -159,846 -13%
KA
30
Kerrisdale Advisers
Florida
$13.3M -$2.52M -172,602 -18%
Tudor Investment Corp
31
Tudor Investment Corp
Connecticut
$12M -$1.94M -132,629 -16%
Barclays
32
Barclays
United Kingdom
$7.91M +$4.35M +298,085 +170%
N
33
Nuveen
North Carolina
$7.31M +$89.1K +6,099 +1%
Bank of America
34
Bank of America
North Carolina
$7.3M +$2.66M +182,132 +71%
MA
35
Mudita Advisors
United Kingdom
$6.79M +$292K +20,000 +5%
TSC
36
Two Seas Capital
New York
$6.68M +$730K +50,000 +14%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$6.42M +$1.01M +69,302 +22%
Principal Financial Group
38
Principal Financial Group
Iowa
$5.91M -$888K -60,807 -15%
VC
39
Voss Capital
Texas
$5.84M +$1.46M +100,000 +40%
GCM
40
Ghisallo Capital Management
Massachusetts
$5.43M +$4.75M +325,000 New
Invesco
41
Invesco
Georgia
$4.99M +$731K +50,073 +20%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$4.77M +$4.17M +285,659 New
IG
43
Inherent Group
New York
$4.7M
Swiss National Bank
44
Swiss National Bank
Switzerland
$4.61M -$27.8K -1,900 -0.7%
Goldman Sachs
45
Goldman Sachs
New York
$4.47M +$462K +31,595 +13%
UBS AM
46
UBS AM
Illinois
$4.38M -$217K -14,842 -5%
JP Morgan Chase
47
JP Morgan Chase
New York
$4.16M +$919K +62,914 +34%
GAM
48
Gotham Asset Management
New York
$4.14M +$689K +47,185 +24%
UBS Group
49
UBS Group
Switzerland
$3.92M +$1.63M +111,283 +90%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$3.73M +$1.45M +98,970 +80%

SHC Hedge Fund Activity: Q3 2024 in Review

209 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sotera Health (SHC) for Q3 2024, worth a combined $4.43B — up 42% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SHC positions and 27 closed out — a net gain of 5 holders — while 102 added to existing stakes and 45 trimmed.

The largest buyer was Darsana Capital Partners, adding an estimated $257M. The largest seller was Warburg Pincus, cutting an estimated $219M.

  • 209 institutional investors held Sotera Health (SHC) as of Q3 2024, up from 204 in Q2 2024.
  • Funds reported $4.43B of Sotera Health stock for Q3 2024, up 42% quarter-over-quarter.
  • 32 funds opened new Sotera Health positions in Q3 2024 and 27 closed out, a net change of +5 holders.
  • The largest Sotera Health buyer in Q3 2024 was Darsana Capital Partners, an estimated $257M added.
  • The largest Sotera Health seller in Q3 2024 was Warburg Pincus, an estimated $219M sold.

Based on aggregated 13F filings for Q3 2024.