We are live on ! Find out more
SHC icon

Sotera Health

177 hedge funds and large institutions have $4.73B invested in Sotera Health in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 69 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

6% more capital invested

Capital invested by funds: $4.47B → $4.73B (+$259M)

7% more call options, than puts

Call options by funds: $8.01M | Put options by funds: $7.48M

0.51% more ownership

Funds ownership: 88.48%88.99% (+0.51%)

3% less funds holding

Funds holding: 182177 (-5)

10% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 69

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

Holders
177
Holders Change
-5
Holders Change %
-2.75%
% of All Funds
2.78%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
23
Increased
62
Reduced
69
Closed
27
Calls
$8.01M
Puts
$7.48M
Net Calls
+$531K
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1
Warburg Pincus
New York
$1.99B
GL
2
GTCR LLC
Illinois
$1.32B
BlackRock
3
BlackRock
New York
$180M -$3.17M -199,797 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$179M -$16.3K -1,025 -0%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$114M +$54.4M +3,420,646 +131%
ACH
6
ArrowMark Colorado Holdings
Colorado
$95.8M +$4.73M +297,775 +6%
Citadel Advisors
7
Citadel Advisors
Florida
$72.9M -$22.8M -1,432,948 -27%
MC
8
MIG Capital
California
$68.9M -$253K -15,935 -0.4%
State Street
9
State Street
Massachusetts
$51.3M -$734K -46,219 -2%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$50.9M +$7.59M +477,346 +21%
HRCM
11
Hawk Ridge Capital Management
California
$42M +$6.14M +386,500 +21%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$37M +$2.95M +185,883 +10%
Millennium Management
13
Millennium Management
New York
$34.7M -$31.4M -1,974,373 -52%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$32.4M +$1.26M +79,033 +5%
First Trust Advisors
15
First Trust Advisors
Illinois
$27.5M +$10.4M +655,762 +82%
Boston Partners
16
Boston Partners
Massachusetts
$24.3M -$27.2M -1,713,956 -57%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$23.2M +$7.09M +446,046 +57%
PCP
18
P2 Capital Partners
New York
$21.7M +$18.3M +1,150,000 New
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$19.8M +$680K +42,797 +4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$19.1M -$251K -15,789 -2%
Norges Bank
21
Norges Bank
Norway
$18.7M +$98.8K +6,216 +0.6%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$17.9M +$7.44M +468,000 +98%
Charles Schwab
23
Charles Schwab
California
$16M +$27.9K +1,756 +0.2%
ICM
24
Irenic Capital Management
New York
$13.6M +$2.03M +127,880 +21%
Northern Trust
25
Northern Trust
Illinois
$13.5M -$326K -20,528 -3%

SHC Hedge Fund Activity: Q2 2023 in Review

177 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Sotera Health (SHC) for Q2 2023, worth a combined $4.73B — up 5.8% from $4.47B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of SHC and 23 opened new positions — a net loss of 4 holders — while 69 trimmed existing stakes and 62 added.

The largest buyer was Janus Henderson Group, adding an estimated $54.4M. The largest seller was Prudential Financial, cutting an estimated $48.6M.

  • 177 institutional investors held Sotera Health (SHC) as of Q2 2023, down from 182 in Q1 2023.
  • Funds reported $4.73B of Sotera Health stock for Q2 2023, up 5.8% quarter-over-quarter.
  • 23 funds opened new Sotera Health positions in Q2 2023 and 27 closed out, a net change of -4 holders.
  • The largest Sotera Health buyer in Q2 2023 was Janus Henderson Group, an estimated $54.4M added.
  • The largest Sotera Health seller in Q2 2023 was Prudential Financial, an estimated $48.6M sold.

Based on aggregated 13F filings for Q2 2023.