Sotera Health
SHC
196 hedge funds and large institutions have $3.15B invested in Sotera Health in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 42 reducing their positions, and 20 closing their positions.
119% more call options, than puts
Call options by funds: $2.76M | Put options by funds: $1.26M
114% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 42
90% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 20
9% more funds holding
Funds holding: 179 → 196 (+17)
2.15% more ownership
Funds ownership: 90.49% → 92.63% (+2.1%)
25% less funds holding in top 10
Funds holding in top 10: 12 → 9 (-3)
27% less capital invested
Capital invested by funds: $4.31B → $3.15B (-$1.16B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHCM
Sachem Head Capital Management
New York
|
+$118M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$67.3M |
| 3 |
SC
Sessa Capital
New York
|
+$59.5M |
| 4 |
MC
Maverick Capital
Dallas,
Texas
|
+$53.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$38.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
Warburg Pincus
New York
|
-$247M |
| 2 |
GL
GTCR LLC
Chicago,
Illinois
|
-$165M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$32.4M |
| 4 |
TCM
Tyro Capital Management
Miami,
Florida
|
-$15.8M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
-$14.7M |
SHC Hedge Fund Activity: Q1 2024 in Review
196 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Sotera Health (SHC) for Q1 2024, worth a combined $3.15B — down 27% from $4.31B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new SHC positions and 20 closed out — a net gain of 18 holders — while 90 added to existing stakes and 42 trimmed.
The largest buyer was Sachem Head Capital Management, opening a new position worth an estimated $118M. The largest seller was Warburg Pincus, cutting an estimated $247M.
- 196 institutional investors held Sotera Health (SHC) as of Q1 2024, up from 179 in Q4 2023.
- Funds reported $3.15B of Sotera Health stock for Q1 2024, down 27% quarter-over-quarter.
- 38 funds opened new Sotera Health positions in Q1 2024 and 20 closed out, a net change of +18 holders.
- The largest Sotera Health buyer in Q1 2024 was Sachem Head Capital Management, an estimated $118M added.
- The largest Sotera Health seller in Q1 2024 was Warburg Pincus, an estimated $247M sold.
Based on aggregated 13F filings for Q1 2024.