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Sotera Health

299 hedge funds and large institutions have $3.93B invested in Sotera Health in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 148 increasing their positions, 59 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 59

54% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 39

5% more funds holding

Funds holding: 285299 (+14)

3.68% more ownership

Funds ownership: 93.23%96.91% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

16% less capital invested

Capital invested by funds: $4.67B → $3.93B (-$744M)

Holders
299
Holders Change
+14
Holders Change %
+4.91%
% of All Funds
3.66%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
60
Increased
148
Reduced
59
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
176
Brooklyn Investment Group
New York
$366K +$423K +25,492 New
MFG
177
Merit Financial Group
Georgia
$352K +$176K +10,613 +76%
CPIG
178
Chicago Partners Investment Group
Illinois
$350K +$63.4K +3,817 +21%
EF
179
Empowered Funds
Pennsylvania
$347K +$22K +1,327 +6%
SLAM
180
Swiss Life Asset Management
$341K +$64.3K +3,873 +19%
VI
181
Vestcor Inc
New Brunswick, Canada
$340K +$394K +23,730 New
ITG
182
Index Technologies Group
New York
$326K -$15.1K -907 -4%
Capstone Investment Advisors
183
Capstone Investment Advisors
New York
$315K -$44.8K -2,697 -11%
VC
184
VarCov Co
Connecticut
$314K +$364K +21,910 New
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$310K +$68.9K +4,150 +24%
FPAS
186
Focus Partners Advisor Solutions
Missouri
$300K +$165K +9,932 +91%
IQI
187
Integrated Quantitative Investments
Washington
$299K +$346K +20,830 New
LCM
188
Legato Capital Management
California
$299K +$346K +20,830 New
AU
189
AlphaGrep UK
$282K +$326K +19,653 New
Vanguard Personalized Indexing Management
190
Vanguard Personalized Indexing Management
California
$277K -$5.54K -334 -2%
IWC
191
Integrated Wealth Concepts
Massachusetts
$271K +$133K +7,995 +73%
Federated Hermes
192
Federated Hermes
Pennsylvania
$266K +$30.6K +1,842 +11%
HFS
193
Hantz Financial Services
Michigan
$249K +$263K +15,832 +1,029%
SAM
194
Securian Asset Management
Minnesota
$246K +$34.1K +2,057 +14%
EMPI
195
Elo Mutual Pension Insurance
Finland
$238K -$23K -1,385 -8%
FFA
196
Farther Finance Advisors
California
$233K +$11.6K +700 +5%
Public Employees Retirement Association of Colorado
197
Public Employees Retirement Association of Colorado
Colorado
$232K
GEM
198
Global Endowment Management
North Carolina
$230K -$57.2K -3,444 -18%
SA
199
Sanctuary Advisors
Indiana
$221K +$42.1K +2,536 +20%
Ensign Peak Advisors
200
Ensign Peak Advisors
Utah
$217K

SHC Hedge Fund Activity: Q1 2026 in Review

299 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Sotera Health (SHC) for Q1 2026, worth a combined $3.93B — down 16% from $4.67B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SHC positions and 39 closed out — a net gain of 21 holders — while 148 added to existing stakes and 59 trimmed.

The largest buyer was Wells Fargo, adding an estimated $66.4M. The largest seller was Warburg Pincus, cutting an estimated $249M.

  • 299 institutional investors held Sotera Health (SHC) as of Q1 2026, up from 285 in Q4 2025.
  • Funds reported $3.93B of Sotera Health stock for Q1 2026, down 16% quarter-over-quarter.
  • 60 funds opened new Sotera Health positions in Q1 2026 and 39 closed out, a net change of +21 holders.
  • The largest Sotera Health buyer in Q1 2026 was Wells Fargo, an estimated $66.4M added.
  • The largest Sotera Health seller in Q1 2026 was Warburg Pincus, an estimated $249M sold.

Based on aggregated 13F filings for Q1 2026.