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Sotera Health
SHC

316 hedge funds and large institutions have $5.19B invested in Sotera Health in 2026 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 163 increasing their positions, 65 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 65

64% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 36

32% more capital invested

Capital invested by funds: $3.93B → $5.19B (+$1.26B)

15% more funds holding in top 10

Funds holding in top 10: 13 → 15 (+2)

6.32% more ownership

Funds ownership: 96.91% → 103.23% (+6.3%)

6% more funds holding

Funds holding: 299 → 316 (+17)

Holders
316
Holders Change
+17
Holders Change %
+5.69%
% of All Funds
3.82%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.18%
New
59
Increased
163
Reduced
65
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.8M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$63.3M
3
SC
Sessa Capital
New York
+$63M
4
SHCM
Sachem Head Capital Management
New York
+$61.7M
5
BlackRock
BlackRock
New York
+$52M

Top Sellers

Rank Fund Capital Flow
1
WP
Warburg Pincus
New York
-$274M
2
GL
GTCR LLC
Illinois
-$183M
3
Wells Fargo
Wells Fargo
California
-$62.3M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$23.1M
5
SG Americas Securities
SG Americas Securities
New York
-$11.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mackenzie Financial
201
Mackenzie Financial
Ontario, Canada
$290K +$257K +16,317 New
Public Employees Retirement Association of Colorado
202
Public Employees Retirement Association of Colorado
Colorado
$287K – – –
SA
203
Sanctuary Advisors
Indiana
$278K +$3.94K +250 +2%
PCA
204
Pallas Capital Advisors
Massachusetts
$277K +$246K +15,580 New
Squarepoint
205
Squarepoint
New York
$270K -$1.62M -102,776 -87%
Ensign Peak Advisors
206
Ensign Peak Advisors
Utah
$269K – – –
FFA
207
Farther Finance Advisors
California
$262K -$13.9K -882 -6%
AF
208
Allworth Financial
California
$262K +$114K +7,218 +96%
URS
209
Utah Retirement Systems
Utah
$259K +$23.8K +1,510 +12%
Lido Advisors
210
Lido Advisors
California
$256K +$228K +14,450 New
HWM
211
HB Wealth Management
Georgia
$256K +$227K +14,401 New
KF
212
Krilogy Financial
Missouri
$253K +$225K +14,273 New
MC
213
Machina Capital
France
$253K +$224K +14,239 New
MSRPS
214
Maryland State Retirement & Pension System
Maryland
$245K +$39.2K +2,486 +22%
CFG
215
Citizens Financial Group
Rhode Island
$242K +$215K +13,658 New
GC
216
Guggenheim Capital
Illinois
$232K -$562K -35,645 -73%
VA
217
Vident Advisory
Georgia
$228K +$5.26K +334 +3%
KeyBank National Association
218
KeyBank National Association
Ohio
$227K +$4.62K +293 +2%
WFI
219
West Family Investments
California
$225K +$200K +12,692 New
AC
220
AlphaCore Capital
California
$221K +$196K +12,444 New
Neuberger Berman Group
221
Neuberger Berman Group
New York
$220K +$19.1K +1,213 +11%
CP
222
Castleview Partners
Texas
$215K +$190K +12,086 New
WPC
223
Wedmont Private Capital
Pennsylvania
$214K +$7.46K +473 +4%
BAAM
224
Baker Avenue Asset Management
California
$212K +$188K +11,937 New
EPW
225
Evolve Private Wealth
California
$207K +$184K +11,644 New
7 8
9
10 11

SHC Hedge Fund Activity: Q2 2026 in Review

316 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Sotera Health (SHC) for Q2 2026, worth a combined $5.19B — up 32% from $3.93B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SHC positions and 36 closed out — a net gain of 23 holders — while 163 added to existing stakes and 65 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $96.8M. The largest seller was Warburg Pincus, exiting entirely with an estimated $274M sold.

  • 316 institutional investors held Sotera Health (SHC) as of Q2 2026, up from 299 in Q1 2026.
  • Funds reported $5.19B of Sotera Health stock for Q2 2026, up 32% quarter-over-quarter.
  • 59 funds opened new Sotera Health positions in Q2 2026 and 36 closed out, a net change of +23 holders.
  • The largest Sotera Health buyer in Q2 2026 was Fidelity Investments, an estimated $96.8M added.
  • The largest Sotera Health seller in Q2 2026 was Warburg Pincus, an estimated $274M sold.

Based on aggregated 13F filings for Q2 2026.