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Sotera Health
SHC

132 hedge funds and large institutions have $6.19B invested in Sotera Health in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 17

147% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 19

47% more funds holding

Funds holding: 90 → 132 (+42)

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

18% less capital invested

Capital invested by funds: $7.55B → $6.19B (-$1.36B)

21.66% less ownership

Funds ownership: 109.28% → 87.62% (-22%)

Holders
132
Holders Change
+42
Holders Change %
+46.67%
% of All Funds
2.32%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
59
Increased
47
Reduced
19
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SP
Stockbridge Partners
Massachusetts
+$162M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$86.4M
3
BlackRock
BlackRock
New York
+$63.3M
4
Lazard Asset Management
Lazard Asset Management
New York
+$56.1M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$47.3M

Top Sellers

Rank Fund Capital Flow
1
GL
GTCR LLC
Illinois
-$1.7B
2
WP
Warburg Pincus
New York
-$357M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$64.5M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$37.3M
5
Millennium Management
Millennium Management
New York
-$25.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$419K +$444K +16,799 New
CCM
102
Cinctive Capital Management
New York
$407K +$431K +16,308 New
CC
103
Centiva Capital
New York
$382K +$405K +15,309 New
Ameriprise
104
Ameriprise
Minnesota
$380K +$168K +6,362 +71%
AI
105
Atom Investors
Texas
$359K +$169K +6,373 +80%
Victory Capital Management
106
Victory Capital Management
Texas
$326K +$136K +5,143 +65%
Capstone Investment Advisors
107
Capstone Investment Advisors
New York
$308K +$326K +12,324 New
RHBC
108
R.H. Bluestein & Co
Michigan
$275K +$291K +11,000 New
UBS Group
109
UBS Group
Switzerland
$269K +$235K +8,882 +464%
HSBC Holdings
110
HSBC Holdings
United Kingdom
$267K +$280K +10,573 New
CIBC Asset Management
111
CIBC Asset Management
Ontario, Canada
$256K +$271K +10,261 New
PP
112
Paloma Partners
Connecticut
$241K +$255K +9,645 New
Citigroup
113
Citigroup
New York
$235K +$225K +8,498 +909%
Dimensional Fund Advisors
114
Dimensional Fund Advisors
Texas
$234K +$247K +9,350 New
AB
115
Amalgamated Bank
New York
$232K +$246K +9,290 New
Verition Fund Management
116
Verition Fund Management
Connecticut
$225K +$238K +9,011 New
NIMI
117
Natixis Investment Managers International
France
$215K +$49.1K +1,855 +27%
Deutsche Bank
118
Deutsche Bank
Germany
$213K +$226K +8,533 New
IMRF
119
Illinois Municipal Retirement Fund
Illinois
$208K +$220K +8,333 New
Legal & General Group
120
Legal & General Group
United Kingdom
$207K +$128K +4,850 +141%
Acadian Asset Management
121
Acadian Asset Management
Massachusetts
$145K +$154K +5,832 New
MLICM
122
Metropolitan Life Insurance Company (MetLife)
New York
$93.7K +$99.2K +3,752 New
AA
123
Ancora Advisors
Ohio
$25K – – –
EWA
124
Evolution Wealth Advisors
Florida
$8K – – –
Osaic Holdings
125
Osaic Holdings
Arizona
$5K +$5.29K +200 New
2 3 4
5
6

SHC Hedge Fund Activity: Q1 2021 in Review

132 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sotera Health (SHC) for Q1 2021, worth a combined $6.19B — down 18% from $7.55B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SHC positions and 17 closed out — a net gain of 42 holders — while 47 added to existing stakes and 19 trimmed.

The largest buyer was Stockbridge Partners, adding an estimated $162M. The largest seller was GTCR LLC, cutting an estimated $1.7B.

  • 132 institutional investors held Sotera Health (SHC) as of Q1 2021, up from 90 in Q4 2020.
  • Funds reported $6.19B of Sotera Health stock for Q1 2021, down 18% quarter-over-quarter.
  • 59 funds opened new Sotera Health positions in Q1 2021 and 17 closed out, a net change of +42 holders.
  • The largest Sotera Health buyer in Q1 2021 was Stockbridge Partners, an estimated $162M added.
  • The largest Sotera Health seller in Q1 2021 was GTCR LLC, an estimated $1.7B sold.

Based on aggregated 13F filings for Q1 2021.