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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
American Century Companies
126
American Century Companies
Missouri
$278K +$11.7K +804 +5%
X
127
Xponance
Pennsylvania
$276K +$45.2K +3,091 +23%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$276K +$48.4K +3,311 +25%
Public Employees Retirement Association of Colorado
129
Public Employees Retirement Association of Colorado
Colorado
$270K
Focus Partners Wealth
130
Focus Partners Wealth
Massachusetts
$261K +$228K +15,600 New
IFU
131
iSAM Funds (UK)
United Kingdom
$259K +$227K +15,526 New
FCBT
132
First Citizens Bank & Trust
North Carolina
$239K +$9.89K +677 +5%
VPIM
133
Vanguard Personalized Indexing Management
California
$238K +$14.5K +990 +7%
MP
134
Mangrove Partners
Connecticut
$230K +$201K +13,757 New
SEC
135
Seven Eight Capital
New York
$230K +$201K +13,752 New
Envestnet Portfolio Solutions
136
Envestnet Portfolio Solutions
Illinois
$225K -$497 -34 -0.3%
SAM
137
Securian Asset Management
Minnesota
$198K +$28.4K +1,946 +20%
AFG
138
Allegheny Financial Group
Pennsylvania
$194K +$5.04K +345 +3%
Envestnet Asset Management
139
Envestnet Asset Management
Illinois
$189K -$12.2K -833 -7%
EI
140
Ethic Inc
New York
$186K -$43.2K -2,955 -16%
SEI Investments
141
SEI Investments
Pennsylvania
$186K +$163K +11,139 New
BFG
142
Bleakley Financial Group
New Jersey
$185K +$4.64K +318 +3%
ACM
143
Aster Capital Management
United Arab Emirates
$175K +$153K +10,501 New
Pathstone Holdings
144
Pathstone Holdings
New Jersey
$171K +$3.2K +219 +2%
WPC
145
Wedmont Private Capital
Pennsylvania
$169K +$9.7K +664 +6%
Canada Pension Plan Investment Board
146
Canada Pension Plan Investment Board
Ontario, Canada
$167K -$159K -10,900 -52%
SIM
147
Sandia Investment Management
Massachusetts
$167K
SG Americas Securities
148
SG Americas Securities
New York
$163K +$143K +9,787 New
Lazard Asset Management
149
Lazard Asset Management
New York
$149K +$28.7K +1,962 +28%
Royal Bank of Canada
150
Royal Bank of Canada
Ontario, Canada
$139K -$109K -7,452 -47%

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.