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Sotera Health
SHC

316 hedge funds and large institutions have $5.19B invested in Sotera Health in 2026 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 163 increasing their positions, 65 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 65

64% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 36

32% more capital invested

Capital invested by funds: $3.93B → $5.19B (+$1.26B)

15% more funds holding in top 10

Funds holding in top 10: 13 → 15 (+2)

6.32% more ownership

Funds ownership: 96.91% → 103.23% (+6.3%)

6% more funds holding

Funds holding: 299 → 316 (+17)

Holders
316
Holders Change
+17
Holders Change %
+5.69%
% of All Funds
3.82%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.18%
New
59
Increased
163
Reduced
65
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.8M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$63.3M
3
SC
Sessa Capital
New York
+$63M
4
SHCM
Sachem Head Capital Management
New York
+$61.7M
5
BlackRock
BlackRock
New York
+$52M

Top Sellers

Rank Fund Capital Flow
1
WP
Warburg Pincus
New York
-$274M
2
GL
GTCR LLC
Illinois
-$183M
3
Wells Fargo
Wells Fargo
California
-$62.3M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$23.1M
5
SG Americas Securities
SG Americas Securities
New York
-$11.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1
Sessa Capital
New York
$480M +$63M +4,000,000 +17%
DCP
2
Darsana Capital Partners
New York
$479M +$15.8M +1,000,000 +4%
BlackRock
3
BlackRock
New York
$429M +$52M +3,298,845 +16%
SC
4
Sculptor Capital
New York
$426M +$36M +2,282,272 +11%
SHCM
5
Sachem Head Capital Management
New York
$276M +$61.7M +3,915,000 +34%
Vanguard Capital Management
6
Vanguard Capital Management
Pennsylvania
$216M +$22.6M +1,435,693 +13%
Vanguard Portfolio Management
7
Vanguard Portfolio Management
Pennsylvania
$212M +$21.1M +1,337,624 +13%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$187M +$22M +1,392,752 +15%
AQR Capital Management
9
AQR Capital Management
Connecticut
$186M +$63.3M +4,013,550 +60%
JT
10
Jupiter Topco
New York
$149M +$132M +8,402,106 New
State Street
11
State Street
Massachusetts
$148M +$20.5M +1,302,695 +19%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$110M +$96.8M +6,144,727 +21,490%
TSC
13
Two Seas Capital
New York
$104M -$2.95M -187,318 -3%
VC
14
Voss Capital
Texas
$103M +$15M +953,730 +20%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$103M +$4.43M +280,995 +5%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$92.7M +$9.14M +580,066 +13%
ICM
17
Irenic Capital Management
New York
$91.3M +$12.3M +782,474 +18%
DCM
18
DME Capital Management
New York
$73.4M +$32.6M +2,069,835 +100%
LCM
19
Lakewood Capital Management
New York
$70.6M -$1.97M -125,000 -3%
Norges Bank
20
Norges Bank
Norway
$62.3M +$55.4M +3,512,499 New
IFM
21
ION Fund Management
$59.3M +$33.9M +2,150,258 +180%
Morgan Stanley
22
Morgan Stanley
New York
$54.6M +$16M +1,012,853 +49%
Charles Schwab
23
Charles Schwab
California
$49.8M +$4.89M +310,179 +12%
DC
24
Dendur Capital
New York
$49.2M +$43.7M +2,770,000 New
AA
25
Ancora Advisors
Ohio
$47.6M +$42.3M +2,683,637 New
1
2 3 4 5

SHC Hedge Fund Activity: Q2 2026 in Review

316 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Sotera Health (SHC) for Q2 2026, worth a combined $5.19B — up 32% from $3.93B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SHC positions and 36 closed out — a net gain of 23 holders — while 163 added to existing stakes and 65 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $96.8M. The largest seller was Warburg Pincus, exiting entirely with an estimated $274M sold.

  • 316 institutional investors held Sotera Health (SHC) as of Q2 2026, up from 299 in Q1 2026.
  • Funds reported $5.19B of Sotera Health stock for Q2 2026, up 32% quarter-over-quarter.
  • 59 funds opened new Sotera Health positions in Q2 2026 and 36 closed out, a net change of +23 holders.
  • The largest Sotera Health buyer in Q2 2026 was Fidelity Investments, an estimated $96.8M added.
  • The largest Sotera Health seller in Q2 2026 was Warburg Pincus, an estimated $274M sold.

Based on aggregated 13F filings for Q2 2026.