We are live on ! Find out more
SHC icon

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
AQR Capital Management
101
AQR Capital Management
Connecticut
$398K -$1.67M -118,169 -83%
AIP
102
Ameritas Investment Partners
Nebraska
$374K – – –
NMIMC
103
Northwestern Mutual Investment Management Company
Wisconsin
$371K +$991 +70 +0.3%
COPPSERS
104
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$368K +$25.4K +1,796 +9%
EI
105
Ethic Inc
New York
$351K -$175K -12,348 -37%
BCM
106
Bayesian Capital Management
New York
$344K +$289K +20,420 New
NMERB
107
New Mexico Educational Retirement Board
New Mexico
$340K – – –
YIH
108
Y-Intercept (HK)
Hong Kong
$325K +$273K +19,284 New
X
109
Xponance
Pennsylvania
$324K -$2.65K -187 -1%
D.E. Shaw & Co
110
D.E. Shaw & Co
New York
$318K -$945K -66,751 -78%
Public Employees Retirement Association of Colorado
111
Public Employees Retirement Association of Colorado
Colorado
$302K -$36.1K -2,553 -12%
CCIA
112
Campbell & Co Investment Adviser
Maryland
$290K -$165K -11,667 -40%
DA
113
Duality Advisers
Florida
$280K +$3.81K +269 +2%
American Century Companies
114
American Century Companies
Missouri
$277K – – –
Bank of America
115
Bank of America
North Carolina
$256K -$210K -14,816 -49%
Pacer Advisors
116
Pacer Advisors
Pennsylvania
$250K +$93.2K +6,580 +79%
AIM
117
Aigen Investment Management
New York
$243K +$204K +14,397 New
Federated Hermes
118
Federated Hermes
Pennsylvania
$227K -$6.81K -481 -3%
GAM
119
Gotham Asset Management
New York
$216K -$25.6K -1,808 -12%
BC
120
Bridgefront Capital
Texas
$210K +$177K +12,478 New
Capstone Investment Advisors
121
Capstone Investment Advisors
New York
$208K +$174K +12,319 New
SSA
122
Sierra Summit Advisors
Nevada
$194K +$163K +11,495 New
Pictet Asset Management
123
Pictet Asset Management
Switzerland
$190K – – –
SOADOR
124
State of Alaska Department of Revenue
Alaska
$188K -$8K -565 -5%
Balyasny Asset Management
125
Balyasny Asset Management
Illinois
$187K -$6.16M -434,716 -98%
3 4
5
6 7

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.