Sotera Health
140 hedge funds and large institutions have $6.4B invested in Sotera Health in 2021 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 67 increasing their positions, 30 reducing their positions, and 25 closing their positions.
3,443% more call options, than puts
Call options by funds: $8.08M | Put options by funds: $228K
123% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 30
28% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 25
8% more capital invested
Capital invested by funds: $5.93B → $6.4B (+$466M)
5% more funds holding
Funds holding: 133 → 140 (+7)
0.21% less ownership
Funds ownership: 86.78% → 86.57% (-0.21%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$20.2M |
| 2 |
BlackRock
New York
|
+$16.1M |
| 3 |
SP
Stockbridge Partners
Boston,
Massachusetts
|
+$12.9M |
| 4 |
APM
Avidity Partners Management
Dallas,
Texas
|
+$11.3M |
| 5 |
BCIM
British Columbia Investment Management
Victoria,
British Columbia, Canada
|
+$9.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$36.2M |
| 2 |
EAM
Eventide Asset Management
Boston,
Massachusetts
|
-$21.1M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
-$19.9M |
| 4 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
-$16.4M |
| 5 |
Holocene Advisors
New York
|
-$14.5M |
SHC Hedge Fund Activity: Q3 2021 in Review
140 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Sotera Health (SHC) for Q3 2021, worth a combined $6.4B — up 7.9% from $5.93B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SHC positions and 25 closed out — a net gain of 7 holders — while 67 added to existing stakes and 30 trimmed.
The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $20.2M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $36.2M sold.
- 140 institutional investors held Sotera Health (SHC) as of Q3 2021, up from 133 in Q2 2021.
- Funds reported $6.4B of Sotera Health stock for Q3 2021, up 7.9% quarter-over-quarter.
- 32 funds opened new Sotera Health positions in Q3 2021 and 25 closed out, a net change of +7 holders.
- The largest Sotera Health buyer in Q3 2021 was Schroder Investment Management Group, an estimated $20.2M added.
- The largest Sotera Health seller in Q3 2021 was Balyasny Asset Management, an estimated $36.2M sold.
Based on aggregated 13F filings for Q3 2021.