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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
Deutsche Bank
151
Deutsche Bank
Germany
$138K
US Bancorp
152
US Bancorp
Minnesota
$131K -$3.64K -249 -3%
SOW
153
State of Wyoming
Wyoming
$130K +$3.64K +249 +3%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$111K -$2.95K -202 -3%
SCM
155
Sterling Capital Management
North Carolina
$95.2K +$83.2K +5,698 New
CPA
156
Capital Performance Advisors
California
$90.8K +$79.5K +5,439 New
KBC Group
157
KBC Group
Belgium
$74K -$24.2K -1,655 -27%
TRCT
158
Tower Research Capital (TRC)
New York
$72.4K -$4.97K -340 -7%
EMCIP
159
Ewing Morris & Co Investment Partners
Ontario, Canada
$70.5K
DekaBank Deutsche Girozentrale
160
DekaBank Deutsche Girozentrale
Germany
$64K
GI
161
GAMMA Investing
California
$49.9K +$24.2K +1,660 +125%
PA
162
Parallel Advisors
California
$42.4K +$17.1K +1,168 +85%
TWD
163
True Wealth Design
Ohio
$32.5K +$28.4K +1,946 New
AF
164
Allworth Financial
California
$31.3K -$599 -41 -2%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$31.1K +$15 +1 +0.1%
LC
166
Lindbrook Capital
California
$25.9K +$292 +20 +1%
C
167
Covestor
United Kingdom
$20K +$1.3K +89 +8%
S
168
SignatureFD
Georgia
$18.8K +$2.35K +161 +17%
WPW
169
Waldron Private Wealth
Pennsylvania
$17.9K +$15.7K +1,074 New
FHA
170
First Horizon Advisors
Tennessee
$17.6K
Russell Investments Group
171
Russell Investments Group
United Kingdom
$13.9K +$7.8K +534 +180%
SAM
172
Smartleaf Asset Management
Massachusetts
$9.52K +$3.45K +236 +71%
QCG
173
Quadrant Capital Group
Ohio
$8.92K -$555 -38 -7%
Allspring Global Investments
174
Allspring Global Investments
North Carolina
$8.78K -$7.51M -514,298 -100%
BTI
175
Blue Trust Inc
Georgia
$8.24K -$15.2K -1,043 -60%

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.