Sotera Health
169 hedge funds and large institutions have $3.79B invested in Sotera Health in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 74 reducing their positions, and 26 closing their positions.
137% more call options, than puts
Call options by funds: $2.26M | Put options by funds: $955K
0.51% more ownership
Funds ownership: 88.99% → 89.5% (+0.51%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
5% less funds holding
Funds holding: 177 → 169 (-8)
20% less capital invested
Capital invested by funds: $4.73B → $3.79B (-$944M)
27% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 26
32% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$45.6M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$45.5M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$13M |
| 4 |
PCP
P2 Capital Partners
New York
|
+$11.8M |
| 5 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$53.4M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$24.3M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$14.4M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$13M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$10.4M |
SHC Hedge Fund Activity: Q3 2023 in Review
169 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Sotera Health (SHC) for Q3 2023, worth a combined $3.79B — down 20% from $4.73B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of SHC and 19 opened new positions — a net loss of 7 holders — while 74 trimmed existing stakes and 50 added.
The largest buyer was Janus Henderson Group, adding an estimated $45.6M. The largest seller was Citadel Advisors, cutting an estimated $53.4M.
- 169 institutional investors held Sotera Health (SHC) as of Q3 2023, down from 177 in Q2 2023.
- Funds reported $3.79B of Sotera Health stock for Q3 2023, down 20% quarter-over-quarter.
- 19 funds opened new Sotera Health positions in Q3 2023 and 26 closed out, a net change of -7 holders.
- The largest Sotera Health buyer in Q3 2023 was Janus Henderson Group, an estimated $45.6M added.
- The largest Sotera Health seller in Q3 2023 was Citadel Advisors, an estimated $53.4M sold.
Based on aggregated 13F filings for Q3 2023.