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Sotera Health

285 hedge funds and large institutions have $4.67B invested in Sotera Health in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 145 increasing their positions, 39 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 39

129% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 34

17% more funds holding

Funds holding: 244285 (+41)

12% more capital invested

Capital invested by funds: $4.15B → $4.67B (+$519M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

0.29% more ownership

Funds ownership: 92.94%93.23% (+0.29%)

54% less call options, than puts

Call options by funds: $240K | Put options by funds: $527K

Holders
285
Holders Change
+41
Holders Change %
+16.8%
% of All Funds
3.47%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.16%
New
78
Increased
145
Reduced
39
Closed
34
Calls
$240K
Puts
$527K
Net Calls
-$287K
Net Calls Change
-$279K
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
151
Broyhill Asset Management
North Carolina
$511K
AC
152
Aristeia Capital
Connecticut
$464K +$123K +7,430 +39%
Capstone Investment Advisors
153
Capstone Investment Advisors
New York
$435K +$408K +24,668 New
GGS
154
Galvin Gaustad & Stein
Arizona
$431K +$115K +6,941 +40%
IC
155
Inscription Capital
Texas
$427K +$99.1K +5,994 +33%
ITG
156
Index Technologies Group
New York
$417K +$391K +23,653 New
A
157
AlphaQuest
New York
$412K -$82.7K -5,001 -18%
BHCM
158
Brevan Howard Capital Management
Jersey
$406K -$158K -9,531 -29%
PCM
159
Prelude Capital Management
New York
$403K +$212K +12,792 +127%
EF
160
Empowered Funds
Pennsylvania
$403K +$25K +1,510 +7%
WorldQuant Millennium Advisors
161
WorldQuant Millennium Advisors
New York
$388K +$173K +10,432 +90%
JG
162
Jain Global
New York
$378K +$354K +21,407 New
X
163
Xponance
Pennsylvania
$373K -$959 -58 -0.3%
SLAM
164
Swiss Life Asset Management
$352K +$330K +19,934 New
VPIM
165
Vanguard Personalized Indexing Management
California
$346K +$20.7K +1,253 +7%
CPIG
166
Chicago Partners Investment Group
Illinois
$344K +$121K +7,291 +65%
GEM
167
Global Endowment Management
North Carolina
$343K +$322K +19,468 New
KCP
168
Kera Capital Partners
California
$339K +$309K +18,713 New
AWA
169
Aaron Wealth Advisors
Illinois
$336K +$315K +19,024 New
EMPI
170
Elo Mutual Pension Insurance
Finland
$318K +$298K +18,002 New
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$308K +$32.8K +1,985 +13%
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$299K -$3.4M -205,875 -92%
QC
173
Quadrature Capital
United Kingdom
$295K +$276K +16,700 New
Federated Hermes
174
Federated Hermes
Pennsylvania
$294K +$15.6K +944 +6%
HFM
175
Harvest Fund Management
China
$288K