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Sotera Health
SHC

179 hedge funds and large institutions have $4.31B invested in Sotera Health in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

474% more call options, than puts

Call options by funds: $7.05M | Put options by funds: $1.23M

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

50% more funds holding in top 10

Funds holding in top 10: 8 → 12 (+4)

14% more capital invested

Capital invested by funds: $3.79B → $4.31B (+$520M)

6% more funds holding

Funds holding: 169 → 179 (+10)

0.99% more ownership

Funds ownership: 89.5% → 90.49% (+0.99%)

3% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 65

Holders
179
Holders Change
+10
Holders Change %
+5.92%
% of All Funds
2.61%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
31
Increased
63
Reduced
65
Closed
19
Calls
$7.05M
Puts
$1.23M
Net Calls
+$5.82M
Net Calls Change
+$4.51M

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$23M
2
ICM
Irenic Capital Management
New York
+$16.1M
3
ECM
ExodusPoint Capital Management
New York
+$13.2M
4
MC
MIG Capital
California
+$10.3M
5
Morgan Stanley
Morgan Stanley
New York
+$8.84M

Top Sellers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
-$19.8M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$14.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$8.33M
4
First Trust Advisors
First Trust Advisors
Illinois
-$8.17M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$6.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ensign Peak Advisors
76
Ensign Peak Advisors
Utah
$768K +$191K +13,500 +42%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$761K +$269 +19 +0%
SEI Investments
78
SEI Investments
Pennsylvania
$750K -$63.8K -4,505 -9%
HF
79
HRT Financial
New York
$747K +$628K +44,356 New
Treasurer of the State of North Carolina
80
Treasurer of the State of North Carolina
North Carolina
$738K +$6.09K +430 +1%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$724K +$76.9K +5,433 +14%
Ohio Public Employees Retirement System (OPERS)
82
Ohio Public Employees Retirement System (OPERS)
Ohio
$697K +$16K +1,130 +3%
Comerica Bank
83
Comerica Bank
Texas
$676K +$2.68K +189 +0.5%
NRD
84
Nebula Research & Development
New York
$601K +$505K +35,660 New
OTPPB
85
Ontario Teachers' Pension Plan Board
Ontario, Canada
$597K +$243K +17,134 +94%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$574K -$12.6K -892 -3%
Citigroup
87
Citigroup
New York
$572K +$438K +30,919 +1,031%
TRSOTSOK
88
Teachers Retirement System of the State of Kentucky
Kentucky
$571K – – –
DFCM
89
Dark Forest Capital Management
Puerto Rico
$540K +$453K +32,026 New
First Trust Advisors
90
First Trust Advisors
Illinois
$526K -$8.17M -577,172 -95%
JF
91
Jump Financial
Illinois
$501K +$421K +29,706 New
Simplex Trading
92
Simplex Trading
Illinois
$474K +$170K +12,024 +75%
OPERF
93
Oregon Public Employees Retirement Fund
Oregon
$470K +$2.83K +200 +0.7%
LSERS
94
Louisiana State Employees Retirement System
Louisiana
$468K -$2.83K -200 -0.7%
ASRS
95
Arizona State Retirement System
Arizona
$466K -$7.11K -502 -2%
PI
96
PEAK6 Investments
Illinois
$454K +$382K +26,964 New
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$416K -$807 -57 -0.2%
Handelsbanken Fonder
98
Handelsbanken Fonder
Sweden
$406K – – –
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$403K +$129K +9,090 +61%
SOMRS
100
State of Michigan Retirement System
Michigan
$399K +$1.42K +100 +0.4%
2 3
4
5 6

SHC Hedge Fund Activity: Q4 2023 in Review

179 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sotera Health (SHC) for Q4 2023, worth a combined $4.31B — up 14% from $3.79B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SHC positions and 19 closed out — a net gain of 12 holders — while 63 added to existing stakes and 65 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $23M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $19.8M.

  • 179 institutional investors held Sotera Health (SHC) as of Q4 2023, up from 169 in Q3 2023.
  • Funds reported $4.31B of Sotera Health stock for Q4 2023, up 14% quarter-over-quarter.
  • 31 funds opened new Sotera Health positions in Q4 2023 and 19 closed out, a net change of +12 holders.
  • The largest Sotera Health buyer in Q4 2023 was Janus Henderson Group, an estimated $23M added.
  • The largest Sotera Health seller in Q4 2023 was ArrowMark Colorado Holdings, an estimated $19.8M sold.

Based on aggregated 13F filings for Q4 2023.