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Sotera Health
SHC

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: 147 → 177 (+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: 3 → 3 (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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$103M
2
State Street
State Street
Massachusetts
+$22.7M
3
Morgan Stanley
Morgan Stanley
New York
+$19.8M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$11.1M
5
Principal Financial Group
Principal Financial Group
Iowa
+$8.04M

Top Sellers

Rank Fund Capital Flow
1
SP
Stockbridge Partners
Massachusetts
-$38.7M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$36.7M
3
Lazard Asset Management
Lazard Asset Management
New York
-$14.4M
4
TCCM
Two Creeks Capital Management
New York
-$10.2M
5
Holocene Advisors
Holocene Advisors
New York
-$9.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
176
First Foundation Advisors
California
– -$244K -11,267 Closed
D.E. Shaw & Co
177
D.E. Shaw & Co
New York
– -$206K -9,505 Closed
HSBC Holdings
178
HSBC Holdings
United Kingdom
– -$205K -9,395 Closed
Mitsubishi UFJ Trust & Banking
179
Mitsubishi UFJ Trust & Banking
Japan
– -$35K -1,600 Closed
Simplex Trading
180
Simplex Trading
Illinois
– -$8.11K -387 Closed
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
– -$5.74K -274 -99%
Loomis, Sayles & Company
182
Loomis, Sayles & Company
Massachusetts
– -$3K -129 Closed
Bessemer Group
183
Bessemer Group
New Jersey
– -$3K -122 Closed
Kayne Anderson Rudnick Investment Management
184
Kayne Anderson Rudnick Investment Management
California
– -$1K -38 Closed
DI
185
Disciplined Investments
Oklahoma
– +$147 +7 New
SFG
186
Steward Financial Group
Texas
– +$314 +15 New
EI
187
Ellevest Inc
New York
– +$377 +18 New
JWA
188
JFS Wealth Advisors
Pennsylvania
– +$377 +18 New
CAL
189
Capital Advisors Ltd
Ohio
– +$482 +23 New
BIA
190
Bell Investment Advisors
California
– +$524 +25 New
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
– +$524 +25 New
4 5 6 7
8

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.