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Sotera Health

299 hedge funds and large institutions have $3.93B invested in Sotera Health in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 148 increasing their positions, 59 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 59

54% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 39

5% more funds holding

Funds holding: 285299 (+14)

3.68% more ownership

Funds ownership: 93.23%96.91% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

16% less capital invested

Capital invested by funds: $4.67B → $3.93B (-$744M)

Holders
299
Holders Change
+14
Holders Change %
+4.91%
% of All Funds
3.66%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
60
Increased
148
Reduced
59
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
51
UBS AM
Illinois
$6.27M -$84.3K -5,078 -1%
AG
52
Algert Global
California
$6.14M -$815K -49,108 -10%
Verition Fund Management
53
Verition Fund Management
Connecticut
$6.1M +$7.06M +425,499 New
Swiss National Bank
54
Swiss National Bank
Switzerland
$6.02M
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$5.98M +$6.64M +399,848 +2,357%
UBS Group
56
UBS Group
Switzerland
$5.16M -$1.36M -81,680 -19%
Prudential Financial
57
Prudential Financial
New Jersey
$4.75M -$299K -18,025 -5%
Marshall Wace
58
Marshall Wace
United Kingdom
$4.69M +$1.45M +87,128 +36%
GIA
59
Gem Investment Advisors
New Jersey
$4.69M -$14.3K -860 -0.3%
Millennium Management
60
Millennium Management
New York
$4.57M -$5.85M -352,533 -53%
Legal & General Group
61
Legal & General Group
United Kingdom
$4.54M +$140K +8,440 +3%
NAM
62
Nexpoint Asset Management
Texas
$4.52M
Retirement Systems of Alabama
63
Retirement Systems of Alabama
Alabama
$4.1M +$609K +36,693 +15%
BAM
64
Broyhill Asset Management
North Carolina
$4.04M +$4.19M +252,588 +873%
MCM
65
Militia Capital Management
Texas
$3.88M +$4.49M +270,397 New
JP Morgan Chase
66
JP Morgan Chase
New York
$3.75M -$45.3K -2,728 -1%
MCM
67
Moore Capital Management
New York
$3.62M +$492K +29,648 +13%
American Century Companies
68
American Century Companies
Missouri
$3.61M +$1.74M +105,011 +72%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$3.57M +$732K +44,092 +22%
Nordea Investment Management
70
Nordea Investment Management
Sweden
$3.46M +$2.29M +138,087 +128%
Mariner
71
Mariner
Kansas
$3.29M +$1.93M +116,350 +103%
BNP Paribas Asset Management
72
BNP Paribas Asset Management
France
$3.17M -$31.9K -1,923 -0.9%
PFC
73
Phocas Financial Corp
California
$3.11M -$1M -60,504 -22%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$3.05M +$885K +53,314 +33%
Renaissance Technologies
75
Renaissance Technologies
New York
$2.91M -$3.71M -223,700 -52%

SHC Hedge Fund Activity: Q1 2026 in Review

299 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Sotera Health (SHC) for Q1 2026, worth a combined $3.93B — down 16% from $4.67B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SHC positions and 39 closed out — a net gain of 21 holders — while 148 added to existing stakes and 59 trimmed.

The largest buyer was Wells Fargo, adding an estimated $66.4M. The largest seller was Warburg Pincus, cutting an estimated $249M.

  • 299 institutional investors held Sotera Health (SHC) as of Q1 2026, up from 285 in Q4 2025.
  • Funds reported $3.93B of Sotera Health stock for Q1 2026, down 16% quarter-over-quarter.
  • 60 funds opened new Sotera Health positions in Q1 2026 and 39 closed out, a net change of +21 holders.
  • The largest Sotera Health buyer in Q1 2026 was Wells Fargo, an estimated $66.4M added.
  • The largest Sotera Health seller in Q1 2026 was Warburg Pincus, an estimated $249M sold.

Based on aggregated 13F filings for Q1 2026.