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Sotera Health
SHC

132 hedge funds and large institutions have $6.19B invested in Sotera Health in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 17

147% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 19

47% more funds holding

Funds holding: 90 → 132 (+42)

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

18% less capital invested

Capital invested by funds: $7.55B → $6.19B (-$1.36B)

21.66% less ownership

Funds ownership: 109.28% → 87.62% (-22%)

Holders
132
Holders Change
+42
Holders Change %
+46.67%
% of All Funds
2.32%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
59
Increased
47
Reduced
19
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SP
Stockbridge Partners
Massachusetts
+$162M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$86.4M
3
BlackRock
BlackRock
New York
+$63.3M
4
Lazard Asset Management
Lazard Asset Management
New York
+$56.1M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$47.3M

Top Sellers

Rank Fund Capital Flow
1
GL
GTCR LLC
Illinois
-$1.7B
2
WP
Warburg Pincus
New York
-$357M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$64.5M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$37.3M
5
Millennium Management
Millennium Management
New York
-$25.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1
Warburg Pincus
New York
$2.63B -$357M -13,512,582 -11%
GL
2
GTCR LLC
Illinois
$1.75B -$1.7B -64,242,410 -48%
BlackRock
3
BlackRock
New York
$243M +$63.3M +2,393,639 +33%
SP
4
Stockbridge Partners
Massachusetts
$199M +$162M +6,107,260 +328%
Vanguard Group
5
Vanguard Group
Pennsylvania
$159M +$86.4M +3,268,340 +106%
Lazard Asset Management
6
Lazard Asset Management
New York
$144M +$56.1M +2,120,909 +58%
Holocene Advisors
7
Holocene Advisors
New York
$63.8M +$25M +945,631 +59%
ACH
8
ArrowMark Colorado Holdings
Colorado
$62.4M +$2.18M +82,473 +3%
Wells Fargo
9
Wells Fargo
California
$58.7M +$24.7M +935,679 +66%
Balyasny Asset Management
10
Balyasny Asset Management
Illinois
$52.7M +$27.3M +1,033,903 +96%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$52.2M -$37.3M -1,411,424 -40%
Point72 Asset Management
12
Point72 Asset Management
Connecticut
$44.8M +$47.3M +1,786,724 +27,072%
BM
13
Bridger Management
New York
$38.9M +$41.3M +1,559,828 New
PAMP
14
Polar Asset Management Partners
Ontario, Canada
$38.1M +$24.5M +927,746 +155%
Millennium Management
15
Millennium Management
New York
$32.6M -$25.5M -964,675 -43%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$31.2M -$64.5M -2,437,605 -66%
Citadel Advisors
17
Citadel Advisors
Florida
$30.7M -$21.4M -808,166 -40%
APM
18
Avidity Partners Management
Texas
$29M +$12.2M +461,000 +66%
KCM
19
Kornitzer Capital Management
Kansas
$28.5M +$11.2M +425,320 +59%
DM
20
Deerfield Management
New York
$27.7M – – –
Geode Capital Management
21
Geode Capital Management
Massachusetts
$25.9M +$22.2M +839,377 +427%
EAM
22
Eventide Asset Management
Massachusetts
$21.7M – – –
MWNA
23
Marshall Wace North America
New York
$21.7M -$5.49M -207,586 -19%
Blackstone Inc
24
Blackstone Inc
New York
$20.7M +$3.45M +130,260 +19%
HM
25
HealthCor Management
New York
$20.1M +$21.3M +805,220 New
1
2 3 4 5

SHC Hedge Fund Activity: Q1 2021 in Review

132 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sotera Health (SHC) for Q1 2021, worth a combined $6.19B — down 18% from $7.55B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SHC positions and 17 closed out — a net gain of 42 holders — while 47 added to existing stakes and 19 trimmed.

The largest buyer was Stockbridge Partners, adding an estimated $162M. The largest seller was GTCR LLC, cutting an estimated $1.7B.

  • 132 institutional investors held Sotera Health (SHC) as of Q1 2021, up from 90 in Q4 2020.
  • Funds reported $6.19B of Sotera Health stock for Q1 2021, down 18% quarter-over-quarter.
  • 59 funds opened new Sotera Health positions in Q1 2021 and 17 closed out, a net change of +42 holders.
  • The largest Sotera Health buyer in Q1 2021 was Stockbridge Partners, an estimated $162M added.
  • The largest Sotera Health seller in Q1 2021 was GTCR LLC, an estimated $1.7B sold.

Based on aggregated 13F filings for Q1 2021.