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Sotera Health

177 hedge funds and large institutions have $4.89B invested in Sotera Health in 2022 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 57 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 18

20% more funds holding

Funds holding: 147177 (+30)

12% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 51

0.85% more ownership

Funds ownership: 87.39%88.24% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less capital invested

Capital invested by funds: $5.36B → $4.89B (-$466M)

Holders
177
Holders Change
+30
Holders Change %
+20.41%
% of All Funds
2.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
51
Increased
57
Reduced
51
Closed
18
Calls
$2.48M
Puts
Net Calls
+$2.48M
Net Calls Change
+$406K
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1
Warburg Pincus
New York
$2.07B
GL
2
GTCR LLC
Illinois
$1.38B
BlackRock
3
BlackRock
New York
$219M +$103M +4,904,278 +78%
Vanguard Group
4
Vanguard Group
Pennsylvania
$181M +$7.8M +372,135 +4%
SP
5
Stockbridge Partners
Massachusetts
$144M -$38.7M -1,847,761 -20%
Lazard Asset Management
6
Lazard Asset Management
New York
$91.5M -$14.4M -687,312 -13%
ACH
7
ArrowMark Colorado Holdings
Colorado
$76.6M +$2.39M +114,153 +3%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$50.6M -$1.08M -51,442 -2%
State Street
9
State Street
Massachusetts
$49.3M +$22.7M +1,083,900 +76%
Victory Capital Management
10
Victory Capital Management
Texas
$47.5M -$4.74M -226,217 -9%
VNIM
11
Vaughan Nelson Investment Management
Texas
$37.4M -$8.81M -420,642 -18%
TCCM
12
Two Creeks Capital Management
New York
$36.5M -$10.2M -486,961 -21%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$28.6M +$7.86K +375 +0%
RP
14
Reinhart Partners
Wisconsin
$27.2M +$10.8K +516 +0%
Point72 Asset Management
15
Point72 Asset Management
Connecticut
$24.3M -$36.7M -1,752,795 -59%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$23.3M -$3.86M -184,458 -13%
Citadel Advisors
17
Citadel Advisors
Florida
$21.3M -$743K -35,486 -3%
Morgan Stanley
18
Morgan Stanley
New York
$20.8M +$19.8M +943,958 +795%
ET
19
Equitable Trust
Tennessee
$18.3M +$1.51M +72,240 +8%
Boston Partners
20
Boston Partners
Massachusetts
$17.7M +$157K +7,490 +0.8%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$17.3M +$11.1M +531,725 +152%
Public Employees Retirement Association of Colorado
22
Public Employees Retirement Association of Colorado
Colorado
$16.5M
Northern Trust
23
Northern Trust
Illinois
$15.7M +$6.12M +292,292 +58%
Charles Schwab
24
Charles Schwab
California
$15.2M -$199K -9,501 -1%
William Blair Investment Management
25
William Blair Investment Management
Illinois
$13.9M -$1.68M -80,078 -10%

SHC Hedge Fund Activity: Q2 2022 in Review

177 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Sotera Health (SHC) for Q2 2022, worth a combined $4.89B — down 8.7% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new SHC positions and 18 closed out — a net gain of 33 holders — while 57 added to existing stakes and 51 trimmed.

The largest buyer was BlackRock, adding an estimated $103M. The largest seller was Stockbridge Partners, cutting an estimated $38.7M.

  • 177 institutional investors held Sotera Health (SHC) as of Q2 2022, up from 147 in Q1 2022.
  • Funds reported $4.89B of Sotera Health stock for Q2 2022, down 8.7% quarter-over-quarter.
  • 51 funds opened new Sotera Health positions in Q2 2022 and 18 closed out, a net change of +33 holders.
  • The largest Sotera Health buyer in Q2 2022 was BlackRock, an estimated $103M added.
  • The largest Sotera Health seller in Q2 2022 was Stockbridge Partners, an estimated $38.7M sold.

Based on aggregated 13F filings for Q2 2022.