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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
PS
176
Principal Securities
Iowa
$7.1K -$307 -21 -5%
Osaic Holdings
177
Osaic Holdings
Arizona
$7.03K -$1.13K -77 -15%
BIA
178
Bell Investment Advisors
California
$6.18K
Bessemer Group
179
Bessemer Group
New Jersey
$6K +$1.14K +78 +31%
QC
180
Quent Capital
New York
$5.89K
PFC
181
Phocas Financial Corp
California
$4.88K -$267K -18,308 -6%
TCOV
182
Trust Company of Vermont
Vermont
$4.59K
S
183
Sachetta
Massachusetts
$4.09K
UB
184
UMB Bank
Missouri
$3.96K +$2.76K +189 +394%
Wells Fargo
185
Wells Fargo
California
$3.57K -$7K -479 -69%
EWA
186
EverSource Wealth Advisors
Alabama
$3.42K +$351 +24 +13%
PFBT
187
Parkside Financial Bank & Trust
Missouri
$3.31K
MPWT
188
MassMutual Private Wealth & Trust
Connecticut
$2.65K -$1.99K -136 -46%
PA
189
Pineridge Advisors
Missouri
$2.04K
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$1.67K
FFA
191
Farther Finance Advisors
California
$1.64K +$58 +4 +4%
BIG
192
Brooklyn Investment Group
New York
$1.64K +$1.43K +98 New
BGAI
193
Bruce G. Allen Investments
Colorado
$1.59K
IA
194
IFP Advisors
Florida
$1.42K -$833 -57 -40%
CPG
195
Cornerstone Planning Group
New Jersey
$1.35K
GWM
196
Geneos Wealth Management
Colorado
$1.22K +$1.07K +73 New
MCM
197
MV Capital Management
Maryland
$1.1K +$526 +36 +120%
PWMG
198
Private Wealth Management Group
New Jersey
$819
JWA
199
JFS Wealth Advisors
Pennsylvania
$752 +$336 +23 +105%
FMII
200
Farmers & Merchants Investments Inc
Nebraska
$701

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.