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Sotera Health

285 hedge funds and large institutions have $4.67B invested in Sotera Health in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 145 increasing their positions, 39 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 39

129% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 34

17% more funds holding

Funds holding: 244285 (+41)

12% more capital invested

Capital invested by funds: $4.15B → $4.67B (+$519M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

0.29% more ownership

Funds ownership: 92.94%93.23% (+0.29%)

54% less call options, than puts

Call options by funds: $240K | Put options by funds: $527K

Holders
285
Holders Change
+41
Holders Change %
+16.8%
% of All Funds
3.47%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.16%
New
78
Increased
145
Reduced
39
Closed
34
Calls
$240K
Puts
$527K
Net Calls
-$287K
Net Calls Change
-$279K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$1.36M +$976K +59,001 +325%
State Board of Administration of Florida Retirement System
102
State Board of Administration of Florida Retirement System
Florida
$1.33M +$135K +8,180 +12%
New York State Teachers Retirement System (NYSTRS)
103
New York State Teachers Retirement System (NYSTRS)
New York
$1.23M +$79.5K +4,807 +7%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$1.22M +$1.06M +64,139 +1,236%
YCM
105
Yousif Capital Management
Michigan
$1.21M +$151K +9,151 +16%
STA
106
Summit Trail Advisors
New York
$1.18M +$136K +8,241 +14%
FCBT
107
First Citizens Bank & Trust
North Carolina
$1.17M +$16K +970 +1%
Envestnet Portfolio Solutions
108
Envestnet Portfolio Solutions
Illinois
$1.15M +$17.5K +1,061 +2%
WFA
109
Wellspring Financial Advisors
Ohio
$1.14M -$1.36M -82,002 -56%
State of Wisconsin Investment Board
110
State of Wisconsin Investment Board
Wisconsin
$1.13M -$183K -11,064 -15%
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$1.13M +$990K +59,842 New
Ohio Public Employees Retirement System (OPERS)
112
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.11M +$121K +7,299 +13%
Creative Planning
113
Creative Planning
Kansas
$1.09M +$466K +28,168 +84%
ACM
114
Aquatic Capital Management
Illinois
$1.06M -$154K -9,330 -13%
ASRS
115
Arizona State Retirement System
Arizona
$1.05M +$218K +13,162 +28%
Victory Capital Management
116
Victory Capital Management
Texas
$1.05M -$121K -7,344 -11%
LSERS
117
Louisiana State Employees Retirement System
Louisiana
$1.01M +$139K +8,400 +17%
Focus Partners Wealth
118
Focus Partners Wealth
Massachusetts
$968K +$908K +54,875 New
TRSOTSOK
119
Teachers Retirement System of the State of Kentucky
Kentucky
$951K +$331K +20,000 +59%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$950K +$103K +6,239 +13%
CAU
121
Caxton Associates (UK)
$947K +$888K +53,711 New
State of Tennessee, Department of Treasury
122
State of Tennessee, Department of Treasury
Tennessee
$943K +$861K +52,040 New
Handelsbanken Fonder
123
Handelsbanken Fonder
Sweden
$928K +$84.3K +5,100 +11%
SEI Investments
124
SEI Investments
Pennsylvania
$923K +$496K +29,990 +134%
COPPSERS
125
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$915K +$111K +6,699 +15%