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Sotera Health
SHC

172 hedge funds and large institutions have $2.07B invested in Sotera Health in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 67 increasing their positions, 49 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

543% more call options, than puts

Call options by funds: $2.45M | Put options by funds: $381K

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

37% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 49

23% more capital invested

Capital invested by funds: $1.69B → $2.07B (+$381M)

0.52% more ownership

Funds ownership: 87.42% → 87.94% (+0.52%)

7% less funds holding

Funds holding: 184 → 172 (-12)

23% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 47

Holders
172
Holders Change
-12
Holders Change %
-6.52%
% of All Funds
2.76%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
36
Increased
67
Reduced
49
Closed
47
Calls
$2.45M
Puts
$381K
Net Calls
+$2.07M
Net Calls Change
+$1.23M

Top Buyers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
+$33M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$20.8M
3
MC
MIG Capital
California
+$14.2M
4
BlackRock
BlackRock
New York
+$5.32M
5
RP
Repertoire Partners
New York
+$5.18M

Top Sellers

Rank Fund Capital Flow
1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$10.3M
2
CSS
Cubist Systematic Strategies
Connecticut
-$10.1M
3
RP
Reinhart Partners
Wisconsin
-$9.45M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$8.75M
5
Two Sigma Investments
Two Sigma Investments
New York
-$7.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1
Warburg Pincus
New York
$878M – – –
GL
2
GTCR LLC
Illinois
$585M – – –
BlackRock
3
BlackRock
New York
$83.8M +$5.32M +712,552 +8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$78.9M +$2.11M +282,620 +3%
Prudential Financial
5
Prudential Financial
New Jersey
$42.2M +$33M +4,426,000 +693%
Citadel Advisors
6
Citadel Advisors
Florida
$39.1M +$2.71M +363,584 +8%
MC
7
MIG Capital
California
$31.8M +$14.2M +1,908,038 +100%
Boston Partners
8
Boston Partners
Massachusetts
$29.5M -$405K -54,289 -2%
Millennium Management
9
Millennium Management
New York
$29M +$2.15M +288,642 +9%
AQR Capital Management
10
AQR Capital Management
Connecticut
$28.3M +$20.8M +2,785,022 +402%
ACH
11
ArrowMark Colorado Holdings
Colorado
$25.4M +$1.95M +261,675 +9%
State Street
12
State Street
Massachusetts
$22M +$627K +84,059 +3%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$20.8M -$181K -24,195 -1%
Morgan Stanley
14
Morgan Stanley
New York
$13.3M +$2.17M +291,140 +22%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$12.4M +$128K +17,201 +1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$8.97M +$1.26M +168,567 +19%
Norges Bank
17
Norges Bank
Norway
$7.22M +$1.32M +177,161 +26%
Charles Schwab
18
Charles Schwab
California
$7.07M +$305K +40,923 +5%
Goldman Sachs
19
Goldman Sachs
New York
$6.43M -$1.14M -152,674 -17%
Northern Trust
20
Northern Trust
Illinois
$6.14M +$155K +20,739 +3%
ICM
21
Irenic Capital Management
New York
$5.85M +$5.24M +702,186 New
RP
22
Repertoire Partners
New York
$5.78M +$5.18M +693,832 New
BCM
23
Bronte Capital Management
Australia
$5.65M -$1.09M -145,685 -18%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$5.22M +$2.28M +304,909 +95%
LCP
25
LGT Capital Partners
Switzerland
$4.04M – – –
1
2 3 4 5

SHC Hedge Fund Activity: Q4 2022 in Review

172 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Sotera Health (SHC) for Q4 2022, worth a combined $2.07B — up 23% from $1.69B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of SHC and 36 opened new positions — a net loss of 11 holders — while 49 trimmed existing stakes and 67 added.

The largest buyer was Prudential Financial, adding an estimated $33M. The largest seller was Qube Research & Technologies (QRT), exiting entirely with an estimated $10.3M sold.

  • 172 institutional investors held Sotera Health (SHC) as of Q4 2022, down from 184 in Q3 2022.
  • Funds reported $2.07B of Sotera Health stock for Q4 2022, up 23% quarter-over-quarter.
  • 36 funds opened new Sotera Health positions in Q4 2022 and 47 closed out, a net change of -11 holders.
  • The largest Sotera Health buyer in Q4 2022 was Prudential Financial, an estimated $33M added.
  • The largest Sotera Health seller in Q4 2022 was Qube Research & Technologies (QRT), an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2022.