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Sotera Health

177 hedge funds and large institutions have $4.89B invested in Sotera Health in 2022 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 57 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 18

20% more funds holding

Funds holding: 147177 (+30)

12% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 51

0.85% more ownership

Funds ownership: 87.39%88.24% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less capital invested

Capital invested by funds: $5.36B → $4.89B (-$466M)

Holders
177
Holders Change
+30
Holders Change %
+20.41%
% of All Funds
2.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
51
Increased
57
Reduced
51
Closed
18
Calls
$2.48M
Puts
Net Calls
+$2.48M
Net Calls Change
+$406K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
151
Ancora Advisors
Ohio
$20K
FHA
152
First Horizon Advisors
Tennessee
$19K +$1.05K +50 +5%
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$18K +$8.88K +424 +89%
MAM
154
Meeder Asset Management
Ohio
$10K +$10.7K +511 New
QC
155
Quent Capital
New York
$5K +$5.24K +250 New
Osaic Holdings
156
Osaic Holdings
Arizona
$4K +$440 +21 +11%
WT
157
Whittier Trust
California
$4K +$3.96K +189 New
EWA
158
EverSource Wealth Advisors
Alabama
$4K +$4.08K +195 New
PMFA
159
Plante Moran Financial Advisors
Michigan
$3K +$2.77K +132 New
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$2.14K -$3.92M -187,240 -64%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$2K -$566 -27 -24%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$2K +$1.28K +61 +149%
CA
163
Crewe Advisors
Utah
$2K +$1.8K +86 New
S
164
SignatureFD
Georgia
$2K +$2.1K +100 New
NFSG
165
Newbridge Financial Services Group
Florida
$1K
PA
166
Parallel Advisors
California
$1K +$545 +26 New
SC
167
Schubert & Co
Texas
$1K +$566 +27 New
MF
168
Magnetar Financial
Illinois
-$8.94M -412,615 Closed
Balyasny Asset Management
169
Balyasny Asset Management
Illinois
-$3.92M -181,096 Closed
Verition Fund Management
170
Verition Fund Management
Connecticut
-$3.69M -170,508 Closed
Neuberger Berman Group
171
Neuberger Berman Group
New York
-$3.66M -169,012 Closed
ECM
172
ExodusPoint Capital Management
New York
-$1.83M -84,588 Closed
BFM
173
Boothbay Fund Management
New York
-$1.58M -72,779 Closed
DFCM
174
Dark Forest Capital Management
Puerto Rico
-$1.2M -55,282 Closed
WCA
175
Waratah Capital Advisors
Ontario, Canada
-$1M -46,196 Closed

SHC Hedge Fund Activity: Q2 2022 in Review

177 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Sotera Health (SHC) for Q2 2022, worth a combined $4.89B — down 8.7% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new SHC positions and 18 closed out — a net gain of 33 holders — while 57 added to existing stakes and 51 trimmed.

The largest buyer was BlackRock, adding an estimated $103M. The largest seller was Stockbridge Partners, cutting an estimated $38.7M.

  • 177 institutional investors held Sotera Health (SHC) as of Q2 2022, up from 147 in Q1 2022.
  • Funds reported $4.89B of Sotera Health stock for Q2 2022, down 8.7% quarter-over-quarter.
  • 51 funds opened new Sotera Health positions in Q2 2022 and 18 closed out, a net change of +33 holders.
  • The largest Sotera Health buyer in Q2 2022 was BlackRock, an estimated $103M added.
  • The largest Sotera Health seller in Q2 2022 was Stockbridge Partners, an estimated $38.7M sold.

Based on aggregated 13F filings for Q2 2022.