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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
WA
201
Waddell & Associates
Tennessee
$215K +$249K +14,998 New
BFG
202
Bleakley Financial Group
New Jersey
$206K +$238K +14,360 New
URS
203
Utah Retirement Systems
Utah
$187K +$36.8K +2,218 +20%
VA
204
Vident Advisory
Georgia
$179K +$29.2K +1,758 +16%
KeyBank National Association
205
KeyBank National Association
Ohio
$179K +$207K +12,486 New
YIH
206
Y-Intercept (HK)
Hong Kong
$178K -$3.42M -206,062 -94%
Deutsche Bank
207
Deutsche Bank
Germany
$174K -$2M -120,621 -91%
Royal Bank of Canada
208
Royal Bank of Canada
Ontario, Canada
$172K +$55.8K +3,362 +39%
WPC
209
Wedmont Private Capital
Pennsylvania
$170K -$9.78K -589 -5%
EWA
210
EverSource Wealth Advisors
Alabama
$165K +$65.5K +3,946 +52%
Corient Private Wealth
211
Corient Private Wealth
Florida
$163K -$2.12M -127,431 -91%
DTL
212
Dynamic Technology Lab
Singapore
$162K +$188K +11,302 New
MSRPS
213
Maryland State Retirement & Pension System
Maryland
$162K +$21.4K +1,292 +13%
EI
214
Ethic Inc
New York
$161K -$43.1K -2,597 -19%
Neuberger Berman Group
215
Neuberger Berman Group
New York
$160K +$185K +11,161 New
BHC
216
Bull Harbor Capital
Maryland
$158K +$183K +11,025 New
Envestnet Asset Management
217
Envestnet Asset Management
Illinois
$155K +$180K +10,820 New
NAM
218
NorthCrest Asset Manangement
Minnesota
$154K +$3.9K +235 +2%
ATPW
219
Ashton Thomas Private Wealth
Arizona
$152K +$176K +10,610 New
HighTower Advisors
220
HighTower Advisors
Illinois
$144K +$166K +10,015 New
RC
221
Rangeley Capital
Connecticut
$143K +$166K +10,000 New
MCM
222
MAI Capital Management
Ohio
$122K +$138K +8,294 +4,007%
SCM
223
Sterling Capital Management
North Carolina
$109K -$58K -3,491 -31%
AF
224
Allworth Financial
California
$108K +$74.9K +4,512 +149%
PNC Financial Services Group
225
PNC Financial Services Group
Pennsylvania
$107K +$4.23K +255 +4%

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.