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Sotera Health
SHC

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+17
Holders Change %
+9.5%
% of All Funds
2.84%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
38
Increased
90
Reduced
42
Closed
20
Calls
$2.76M
Puts
$1.26M
Net Calls
+$1.5M
Net Calls Change
-$4.32M

Top Buyers

1
SHCM
Sachem Head Capital Management
New York
$95M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$179M
3
SC
Sessa Capital
New York
$48M
4
MC
Maverick Capital
Texas
$42.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
$146M

Top Sellers

1
WP
Warburg Pincus
New York
$1.07B
2
GL
GTCR LLC
Illinois
$711M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
4
TCM
Tyro Capital Management
Florida
$0
5
William Blair Investment Management
William Blair Investment Management
Illinois
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
1
Warburg Pincus
New York
$1.07B -$199M -16,594,363 -16%
GL
2
GTCR LLC
Illinois
$711M -$133M -11,062,908 -16%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$179M +$54.3M +4,525,056 +44%
Vanguard Group
4
Vanguard Group
Pennsylvania
$146M +$31M +2,579,248 +27%
BlackRock
5
BlackRock
New York
$140M +$26.5M +2,209,591 +23%
SHCM
6
Sachem Head Capital Management
New York
$95M +$95M +7,910,000 New
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$60.5M +$17.4M +1,444,834 +40%
MC
8
MIG Capital
California
$60.5M +$10.4M +863,762 +21%
ACH
9
ArrowMark Colorado Holdings
Colorado
$56.9M +$3.33M +277,079 +6%
SC
10
Sessa Capital
New York
$48M +$48M +4,000,000 New
MC
11
Maverick Capital
Texas
$42.8M +$42.8M +3,567,120 New
State Street
12
State Street
Massachusetts
$41.6M +$8.52M +709,131 +26%
PCP
13
P2 Capital Partners
New York
$35.4M +$7.21M +600,000 +26%
Millennium Management
14
Millennium Management
New York
$35.3M +$3.62M +301,326 +11%
ICM
15
Irenic Capital Management
New York
$31.3M +$4.44M +369,764 +17%
LCM
16
Lakewood Capital Management
New York
$27.7M +$27.7M +2,307,739 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$27.7M +$3.73M +310,300 +16%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$27.3M +$5.67M +472,153 +26%
HRCM
19
Hawk Ridge Capital Management
California
$22.6M -$7.65M -636,822 -25%
UI
20
Untitled Investments
New York
$16.9M +$5.41M +450,496 +47%
Norges Bank
21
Norges Bank
Norway
$16.4M +$4.7M +391,223 +40%
KCM
22
Khrom Capital Management
Florida
$14.6M +$14.6M +1,217,809 New
Morgan Stanley
23
Morgan Stanley
New York
$14M +$1.74M +145,226 +14%
Charles Schwab
24
Charles Schwab
California
$13.7M +$2.95M +245,526 +27%
William Blair Investment Management
25
William Blair Investment Management
Illinois
$13.5M -$11.9M -987,249 -47%
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