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Sotera Health
SHC

Overview Fund Activity

169 hedge funds and large institutions have $3.79B invested in Sotera Health in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-7
Holders Change %
-3.98%
% of All Funds
2.69%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
19
Increased
50
Reduced
74
Closed
25
Calls
$2.26M
Puts
$955K
Net Calls
+$1.31M
Net Calls Change
+$777K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$131M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$48.8M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$87.7M
4
PCP
4
P2 Capital Partners
New York
$27.7M
5
HRCM
5
Hawk Ridge Capital Management
California
$42.4M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$10.6M
2
Boston Partners
2
Boston Partners
Massachusetts
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$9.11M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.72M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
151
Ancora Advisors
Ohio
$15K – – –
QCG
152
Quadrant Capital Group
Ohio
$11.1K +$2.07K +138 +23%
MPWT
153
MassMutual Private Wealth & Trust
Connecticut
$4.43K – – –
LC
154
Lindbrook Capital
California
$4.22K – – –
AF
155
Allworth Financial
California
$3.99K +$2.49K +166 +166%
QC
156
Quent Capital
New York
$2.92K – – –
IA
157
IFP Advisors
Florida
$2.73K – – –
PFBT
158
Parkside Financial Bank & Trust
Missouri
$2.67K -$23.5K -1,567 -90%
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$1.12K – – –
FFA
160
Farther Finance Advisors
California
$1K – – –
Bessemer Group
161
Bessemer Group
New Jersey
$1K – – –
SFG
162
Steward Financial Group
Texas
$1K +$1K +97 New
JWA
163
JFS Wealth Advisors
Pennsylvania
$645 +$120 +8 +23%
FMII
164
Farmers & Merchants Investments Inc
Nebraska
$629 – – –
NFSG
165
Newbridge Financial Services Group
Florida
$584 – – –
SIC
166
SJS Investment Consulting
Ohio
$345 +$90 +6 +35%
AF
167
Advisornet Financial
Minnesota
$285 +$120 +8 +73%
WT
168
Whittier Trust
California
$284 +$284 +19 New
Toronto Dominion Bank
169
Toronto Dominion Bank
Ontario, Canada
$15 – – –
HNB
170
Huntington National Bank
Ohio
$15 – – –
Boston Partners
171
Boston Partners
Massachusetts
– -$24.3M -1,298,879 Closed
ACM
172
Atika Capital Management
New York
– -$5.56M -295,000 Closed
State of New Jersey Common Pension Fund D
173
State of New Jersey Common Pension Fund D
New Jersey
– -$3.2M -170,037 Closed
Twin Tree Management
174
Twin Tree Management
Texas
– -$1.18M -62,770 Closed
Susquehanna International Group
175
Susquehanna International Group
Pennsylvania
– -$1.07M -57,055 Closed
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