We are live on ! Find out more
SHC icon

Sotera Health

205 hedge funds and large institutions have $3.16B invested in Sotera Health in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 76 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,060% more call options, than puts

Call options by funds: $808K | Put options by funds: $5K

2.15% more ownership

Funds ownership: 93.29%95.44% (+2.2%)

5% less funds holding

Funds holding: 216205 (-11)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

13% less capital invested

Capital invested by funds: $3.61B → $3.16B (-$459M)

13% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 76

29% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 35

Holders
205
Holders Change
-11
Holders Change %
-5.09%
% of All Funds
2.75%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
25
Increased
66
Reduced
76
Closed
35
Calls
$808K
Puts
$5K
Net Calls
+$803K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
151
GAMMA Investing
California
$37.6K -$11.3K -880 -21%
CIAM
152
Caitong International Asset Management
Hong Kong
$31.4K +$33.7K +2,620 +3,690%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$18.6K -$4.39K -341 -18%
C
154
Covestor
United Kingdom
$18K +$5.24K +407 +37%
PA
155
Parallel Advisors
California
$17.4K -$1.25K -97 -6%
LC
156
Lindbrook Capital
California
$16.7K -$1.2K -93 -6%
Russell Investments Group
157
Russell Investments Group
United Kingdom
$15.5K -$3.91K -304 -19%
UB
158
UMB Bank
Missouri
$14.4K +$6.73K +523 +73%
FHA
159
First Horizon Advisors
Tennessee
$11K -$2.12K -165 -15%
S
160
SignatureFD
Georgia
$10.4K -$914 -71 -7%
SW
161
SVB Wealth
Massachusetts
$7.45K +$8.22K +639 New
Bessemer Group
162
Bessemer Group
New Jersey
$7K +$4.5K +350 +120%
PS
163
Principal Securities
Iowa
$6.72K
QCG
164
Quadrant Capital Group
Ohio
$6.23K
VCM
165
Versant Capital Management
Arizona
$4.66K
EWA
166
EverSource Wealth Advisors
Alabama
$4.12K +$26 +2 +0.6%
SAM
167
Smartleaf Asset Management
Massachusetts
$3.99K -$3.53K -274 -45%
BIG
168
Brooklyn Investment Group
New York
$3.73K +$2.74K +213 +199%
TCOV
169
Trust Company of Vermont
Vermont
$3.21K
Osaic Holdings
170
Osaic Holdings
Arizona
$3.17K -$11.1K -859 -76%
Group One Trading
171
Group One Trading
Illinois
$3.07K +$3.38K +263 New
GWM
172
Geneos Wealth Management
Colorado
$2.55K
PFBT
173
Parkside Financial Bank & Trust
Missouri
$2.31K
MCM
174
MAI Capital Management
Ohio
$1.88K -$1.58K -123 -43%
QC
175
Quent Capital
New York
$1.87K

SHC Hedge Fund Activity: Q1 2025 in Review

205 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Sotera Health (SHC) for Q1 2025, worth a combined $3.16B — down 13% from $3.61B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of SHC and 25 opened new positions — a net loss of 10 holders — while 76 trimmed existing stakes and 66 added.

The largest buyer was TPG GP A, opening a new position worth an estimated $87.3M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $19.1M.

  • 205 institutional investors held Sotera Health (SHC) as of Q1 2025, down from 216 in Q4 2024.
  • Funds reported $3.16B of Sotera Health stock for Q1 2025, down 13% quarter-over-quarter.
  • 25 funds opened new Sotera Health positions in Q1 2025 and 35 closed out, a net change of -10 holders.
  • The largest Sotera Health buyer in Q1 2025 was TPG GP A, an estimated $87.3M added.
  • The largest Sotera Health seller in Q1 2025 was ArrowMark Colorado Holdings, an estimated $19.1M sold.

Based on aggregated 13F filings for Q1 2025.