We are live on ! Find out more
SHC icon

Sotera Health
SHC

146 hedge funds and large institutions have $5.82B invested in Sotera Health in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,097% more call options, than puts

Call options by funds: $7.55M | Put options by funds: $236K

45% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 42

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

4% more funds holding

Funds holding: 140 → 146 (+6)

0.76% more ownership

Funds ownership: 86.57% → 87.33% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

9% less capital invested

Capital invested by funds: $6.4B → $5.82B (-$579M)

Holders
146
Holders Change
+6
Holders Change %
+4.29%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
61
Reduced
42
Closed
20
Calls
$7.55M
Puts
$236K
Net Calls
+$7.31M
Net Calls Change
-$540K

Top Buyers

Rank Fund Capital Flow
1
TCCM
Two Creeks Capital Management
New York
+$51.9M
2
Victory Capital Management
Victory Capital Management
Texas
+$47.4M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$26.9M
4
Citadel Advisors
Citadel Advisors
Florida
+$25.4M
5
ACH
ArrowMark Colorado Holdings
Colorado
+$19.5M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$119M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$17.8M
3
SP
Stockbridge Partners
Massachusetts
-$16.8M
4
Holocene Advisors
Holocene Advisors
New York
-$15.4M
5
PAMP
Polar Asset Management Partners
Ontario, Canada
-$14M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
126
American International Group
New York
$44K -$1.58K -66 -3%
SWM
127
Spire Wealth Management
Virginia
$40K +$13.4K +560 +50%
Mitsubishi UFJ Trust & Banking
128
Mitsubishi UFJ Trust & Banking
Japan
$38K -$40.7K -1,700 -52%
TRCT
129
Tower Research Capital (TRC)
New York
$27K -$9.19K -384 -25%
AA
130
Ancora Advisors
Ohio
$24K – – –
FHA
131
First Horizon Advisors
Tennessee
$22K – – –
Osaic Holdings
132
Osaic Holdings
Arizona
$9K – – –
C
133
Covestor
United Kingdom
$7K +$6.87K +287 New
HNB
134
Huntington National Bank
Ohio
$7K +$6.99K +292 New
EBA
135
Eagle Bay Advisors
New York
$6K -$10.9K -454 -64%
PMFA
136
Plante Moran Financial Advisors
Michigan
$4K +$4.57K +191 New
Bessemer Group
137
Bessemer Group
New Jersey
$3K – – –
PA
138
Parallel Advisors
California
$2K +$2.01K +84 New
NFSG
139
Newbridge Financial Services Group
Florida
$1K – – –
CT
140
Cambridge Trust
Massachusetts
$1K +$622 +26 New
EWA
141
EverSource Wealth Advisors
Alabama
$1K +$1.51K +63 New
KCM
142
Kornitzer Capital Management
Kansas
– -$12.2M -464,805 Closed
IM
143
Islet Management
New York
– -$3.92M -150,000 Closed
SSA
144
Schonfeld Strategic Advisors
New York
– -$3.43M -131,102 Closed
BRC
145
Bishop Rock Capital
New York
– -$3.29M -125,945 Closed
CIC
146
Carnegie Investment Counsel
Ohio
– -$2.83M -108,070 Closed
RC
147
Roubaix Capital
Colorado
– -$2.68M -102,612 Closed
Bank of Nova Scotia
148
Bank of Nova Scotia
Ontario, Canada
– -$2M -76,300 Closed
Tudor Investment Corp
149
Tudor Investment Corp
Connecticut
– -$1.05M -40,239 Closed
EGM
150
Engineers Gate Manager
New York
– -$812K -31,066 Closed
3 4 5
6
7

SHC Hedge Fund Activity: Q4 2021 in Review

146 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Sotera Health (SHC) for Q4 2021, worth a combined $5.82B — down 9.1% from $6.4B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SHC positions and 20 closed out — a net gain of 8 holders — while 61 added to existing stakes and 42 trimmed.

The largest buyer was Two Creeks Capital Management, adding an estimated $51.9M. The largest seller was BlackRock, cutting an estimated $119M.

  • 146 institutional investors held Sotera Health (SHC) as of Q4 2021, up from 140 in Q3 2021.
  • Funds reported $5.82B of Sotera Health stock for Q4 2021, down 9.1% quarter-over-quarter.
  • 28 funds opened new Sotera Health positions in Q4 2021 and 20 closed out, a net change of +8 holders.
  • The largest Sotera Health buyer in Q4 2021 was Two Creeks Capital Management, an estimated $51.9M added.
  • The largest Sotera Health seller in Q4 2021 was BlackRock, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2021.