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Sotera Health

209 hedge funds and large institutions have $4.43B invested in Sotera Health in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 102 increasing their positions, 45 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 45

42% more capital invested

Capital invested by funds: $3.12B → $4.43B (+$1.32B)

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

2% more funds holding

Funds holding: 204209 (+5)

0.95% more ownership

Funds ownership: 92.84%93.79% (+0.95%)

11% less call options, than puts

Call options by funds: $1.15M | Put options by funds: $1.3M

Holders
209
Holders Change
+5
Holders Change %
+2.45%
% of All Funds
3%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
32
Increased
102
Reduced
45
Closed
27
Calls
$1.15M
Puts
$1.3M
Net Calls
-$148K
Net Calls Change
-$31K
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
101
Victory Capital Management
Texas
$545K +$97.4K +6,666 +26%
Fidelity Investments
102
Fidelity Investments
Massachusetts
$542K +$343K +23,457 +260%
Pacer Advisors
103
Pacer Advisors
Pennsylvania
$533K +$190K +13,007 +69%
AIP
104
Ameritas Investment Partners
Nebraska
$524K +$55.4K +3,795 +14%
PCM
105
Prelude Capital Management
New York
$518K +$156K +10,685 +53%
OPERF
106
Oregon Public Employees Retirement Fund
Oregon
$517K +$74.5K +5,100 +20%
Citigroup
107
Citigroup
New York
$506K +$300K +20,548 +211%
QCM
108
Quantinno Capital Management
New York
$488K +$159K +10,885 +59%
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$456K +$49.4K +3,380 +14%
DFCM
110
Dark Forest Capital Management
Puerto Rico
$454K +$237K +16,203 +148%
IC
111
IEQ Capital
California
$427K +$374K +25,595 New
SA
112
Sanctuary Advisors
Indiana
$373K +$258K +17,652 +154%
EP
113
Edgestream Partners
New Jersey
$351K +$153K +10,502 +100%
VI
114
Versor Investments
New York
$337K +$295K +20,200 New
NMERB
115
New Mexico Educational Retirement Board
New Mexico
$337K
PCA
116
Pallas Capital Advisors
Massachusetts
$334K +$316K +21,613 New
Marshall Wace
117
Marshall Wace
United Kingdom
$334K -$186K -12,708 -39%
Acadian Asset Management
118
Acadian Asset Management
Massachusetts
$332K +$154K +10,547 +112%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$327K +$27.7K +1,894 +11%
Creative Planning
120
Creative Planning
Kansas
$301K -$10.3K -703 -4%
CAM
121
Cresset Asset Management
Illinois
$300K +$62.8K +4,300 +31%
SOADOR
122
State of Alaska Department of Revenue
Alaska
$296K +$62.4K +4,270 +32%
Federated Hermes
123
Federated Hermes
Pennsylvania
$288K +$25.1K +1,717 +11%
Verition Fund Management
124
Verition Fund Management
Connecticut
$286K -$170K -11,660 -41%
Pictet Asset Management
125
Pictet Asset Management
Switzerland
$279K -$33.7K -2,305 -12%

SHC Hedge Fund Activity: Q3 2024 in Review

209 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sotera Health (SHC) for Q3 2024, worth a combined $4.43B — up 42% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SHC positions and 27 closed out — a net gain of 5 holders — while 102 added to existing stakes and 45 trimmed.

The largest buyer was Darsana Capital Partners, adding an estimated $257M. The largest seller was Warburg Pincus, cutting an estimated $219M.

  • 209 institutional investors held Sotera Health (SHC) as of Q3 2024, up from 204 in Q2 2024.
  • Funds reported $4.43B of Sotera Health stock for Q3 2024, up 42% quarter-over-quarter.
  • 32 funds opened new Sotera Health positions in Q3 2024 and 27 closed out, a net change of +5 holders.
  • The largest Sotera Health buyer in Q3 2024 was Darsana Capital Partners, an estimated $257M added.
  • The largest Sotera Health seller in Q3 2024 was Warburg Pincus, an estimated $219M sold.

Based on aggregated 13F filings for Q3 2024.