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Sotera Health
SHC

Overview Fund Activity

221 hedge funds and large institutions have $3.02B invested in Sotera Health in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 104 increasing their positions, 47 reducing their positions, and 30 closing their positions.

Holders
221
Holders Change
+16
Holders Change %
+7.8%
% of All Funds
2.97%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
48
Increased
104
Reduced
47
Closed
30
Calls
$467K
Puts
–
Net Calls
+$467K
Net Calls Change
-$336K

Top Buyers

1
SC
1
Sculptor Capital
New York
$128M
2
PD
2
Point72 (DIFC)
United Arab Emirates
$19.2M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$101M
4
KCM
4
Khrom Capital Management
Florida
$17.3M
5
Norges Bank
5
Norges Bank
Norway
$9.61M

Top Sellers

1
TGA
1
TPG GP A
Texas
$0
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$0
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$67.3M
5
KC
5
Kintayl Capital
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SO
201
Sierra Ocean
California
$890 80 +80 New
GWM
202
Geneos Wealth Management
Colorado
$812 73 – –
MCM
203
MAI Capital Management
Ohio
$668 60 -101 -63%
JWA
204
JFS Wealth Advisors
Pennsylvania
$634 57 +38 +200%
KG
205
Kilter Group
New York
$634 57 +57 New
BIA
206
Bell Investment Advisors
California
$556 50 -7 -12%
PWMG
207
Private Wealth Management Group
New Jersey
$545 49 – –
FFO
208
Fortitude Family Office
Arizona
$378 34 +34 New
DPW
209
DiNuzzo Private Wealth
Pennsylvania
$356 32 +16 +100%
SPIA
210
Steward Partners Investment Advisory
New York
$345 31 +31 New
TWD
211
True Wealth Design
Ohio
$323 29 +21 +263%
SS
212
SBI Securities
Japan
$267 24 – –
SIC
213
SJS Investment Consulting
Ohio
$212 19 +3 +19%
SHIM
214
Stone House Investment Management
Pennsylvania
$211 19 +19 New
HNB
215
Huntington National Bank
Ohio
$189 17 – –
GRP
216
Global Retirement Partners
California
$189 17 +17 New
RWM
217
Rialto Wealth Management
New York
$167 15 +15 New
HIA
218
HFM Investment Advisors
New Jersey
$145 13 +11 +550%
BHWM
219
Bay Harbor Wealth Management
Maryland
$100 9 +6 +200%
PWM
220
Parkworth Wealth Management
California
$44 4 +4 New
TPWA
221
Twin Peaks Wealth Advisors
California
$15 1 +1 New
TGA
222
TPG GP A
Texas
– – -6,786,110 Closed
ACH
223
ArrowMark Colorado Holdings
Colorado
– – -1,867,829 Closed
William Blair Investment Management
224
William Blair Investment Management
Illinois
– – -1,101,604 Closed
KC
225
Kintayl Capital
New York
– – -419,796 Closed
7 8
9
10 11