Sotera Health
182 hedge funds and large institutions have $4.47B invested in Sotera Health in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 62 increasing their positions, 67 reducing their positions, and 26 closing their positions.
117% more capital invested
Capital invested by funds: $2.07B → $4.47B (+$2.41B)
42% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 26
6% more funds holding
Funds holding: 172 → 182 (+10)
0.54% more ownership
Funds ownership: 87.94% → 88.48% (+0.54%)
4% less call options, than puts
Call options by funds: $12.4M | Put options by funds: $12.9M
7% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 67
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$43.5M |
| 2 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
+$30.8M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$29.7M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$29.1M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$16.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$40.6M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$25.5M |
| 3 |
Morgan Stanley
New York
|
-$19.2M |
| 4 |
Goldman Sachs
New York
|
-$11.6M |
| 5 |
RP
Repertoire Partners
New York
|
-$10.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AGM
201
Alpine Global Management
New York
| – | -$89K | -10,639 | Closed |
|
202
Belvedere Trading
Chicago,
Illinois
| – | -$45.4K | -2,718 | Closed |
|
|
PI
203
PineBridge Investments
New York
| – | -$8.92K | -1,071 | Closed |
|
204
Rockefeller Capital Management
New York
| – | -$3K | -450 | Closed |
|
|
NA
205
NewEdge Advisors
New Orleans,
Louisiana
| – | -$975 | -117 | Closed |
|
|
BAAM
206
Baker Avenue Asset Management
San Francisco,
California
| – | -$400 | -48 | Closed |
|
|
BTI
207
Blue Trust Inc
Alpharetta,
Georgia
| – | +$167 | +10 | +56% |
|
|
SFG
208
Steward Financial Group
Colleyville,
Texas
| – | +$869 | +52 | New |
|
SHC Hedge Fund Activity: Q1 2023 in Review
182 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sotera Health (SHC) for Q1 2023, worth a combined $4.47B — up 117% from $2.07B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new SHC positions and 26 closed out — a net gain of 11 holders — while 62 added to existing stakes and 67 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $43.5M. The largest seller was AQR Capital Management, cutting an estimated $40.6M.
- 182 institutional investors held Sotera Health (SHC) as of Q1 2023, up from 172 in Q4 2022.
- Funds reported $4.47B of Sotera Health stock for Q1 2023, up 117% quarter-over-quarter.
- 37 funds opened new Sotera Health positions in Q1 2023 and 26 closed out, a net change of +11 holders.
- The largest Sotera Health buyer in Q1 2023 was Janus Henderson Group, an estimated $43.5M added.
- The largest Sotera Health seller in Q1 2023 was AQR Capital Management, an estimated $40.6M sold.
Based on aggregated 13F filings for Q1 2023.