undamentalytics Newsletter

Sotera Health Co: which funds bought and sold

Institutions that bought and sold Sotera Health shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 213 institutions that filed 13F reports for both quarters added to or opened positions in Sotera Health, and 99 cut or closed them. Together they added a net 12.4M shares, +4.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 29.2M shares (+21.9%); index fund managers were net buyers of 9.0M shares (+14.9%). 49 opened a new position and 34 sold out entirely.

Bought, Q2 2026 213 institutions, 49 of them new holders Sold, Q2 2026 99 institutions, 34 of them sold out
Net change, all compared +12.4M shares (+4.7%)
Net change, active managers +29.2M shares (+21.9%), 25 bought, 25 sold

Buyers versus sellers

institutions compared, 340
Active managers and hedge funds 25 bought · 25 sold · +29.2M
Index fund managers 11 bought · 0 sold · +9.0M
Other institutions 177 bought · 74 sold · −25.8M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
FMR LLC Active manager +6.1M +21490.3% 6.2M $110M
AQR Capital Management LLC Hedge fund +4.0M +59.7% 10.7M $186M
Sessa Capital Im, L.P. Hedge fund +4.0M +17.4% 27.1M $480M
Sachem Head Capital Management LP Hedge fund +3.9M +33.6% 15.6M $276M
Blackrock, Inc. Index funds +3.3M +15.8% 24.1M $429M
Dendur Capital LP Hedge fund +2.8M New position 2.8M $49.2M
Sculptor Capital LP Hedge fund +2.3M +10.5% 24.0M $426M
Ion Fund Management Ltd +2.2M +180.2% 3.3M $59.3M
Dme Capital Management, LP Hedge fund +2.1M +100.2% 4.1M $73.4M
Millennium Management LLC Hedge fund +1.6M +506.2% 1.9M $34.3M
Vanguard Capital Management LLC Index funds +1.4M +13.4% 12.2M $216M
Van Lanschot Kempen Investment Management N.V. +1.4M New position 1.4M $24.9M
T. Rowe Price Investment Management, Inc. Active manager +1.4M +15.3% 10.5M $187M
Vanguard Portfolio Management LLC Index funds +1.3M +12.6% 11.9M $212M
Citadel Advisors LLC Hedge fund +1.3M +190.0% 2.0M $35.6M
State Street Corp Index funds +1.3M +18.6% 8.3M $148M
Gotham Asset Management, LLC Hedge fund +1.1M +92.4% 2.2M $39.2M
Morgan Stanley +1.0M +49.1% 3.1M $54.6M
Darsana Capital Partners LP Hedge fund +1.0M +3.8% 27.0M $479M
HRT Financial LP +972K +698.5% 1.1M $19.7M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Warburg Pincus LLC −19.1M Sold out 0 —
Gtcr LLC −12.7M Sold out 0 —
Wells Fargo & Company −4.0M −98.7% 52K $923,888
Point72 Asset Management, L.P. Hedge fund −1.6M Sold out 0 —
SG Americas Securities, LLC −702K −79.8% 178K $3.2M
Bridgewater Associates, LP Hedge fund −676K −97.2% 19K $341,528
Danske Bank A/S −581K Sold out 0 —
First Trust Advisors LP −560K −61.9% 345K $6.1M
Arrowstreet Capital, Limited Partnership Hedge fund −550K −69.9% 237K $4.2M
Militia Capital Management LLC −541K −66.7% 270K $4.8M
Captrust Financial Advisors −343K −82.2% 74K $1.3M
Marshall Wace, LLP Hedge fund −327K Sold out 0 —
Prudential Financial Inc −290K −87.7% 41K $725,514
Goldman Sachs Group Inc −252K −26.9% 685K $12.2M
Verition Fund Management LLC Hedge fund −225K −53.0% 200K $3.5M
Renaissance Technologies LLC Hedge fund −203K Sold out 0 —
Two Seas Capital LP Hedge fund −187K −3.1% 5.8M $104M
Qube Research & Technologies Ltd Hedge fund −185K Sold out 0 —
Burkehill Global Management, LP Hedge fund −150K Sold out 0 —
BNP Paribas Asset Management Holding S.A. −140K −63.4% 81K $1.4M

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Warburg Pincus LLC 19.1M $274M
Gtcr LLC 12.7M $183M
Point72 Asset Management, L.P.Hedge fund 1.6M $23.1M
Danske Bank A/S 581K $8.3M
Marshall Wace, LLPHedge fund 327K $4.7M
Renaissance Technologies LLCHedge fund 203K $2.9M
Qube Research & Technologies LtdHedge fund 185K $2.6M
Burkehill Global Management, LPHedge fund 150K $2.2M
Brevan Howard Capital Management LPHedge fund 127K $1.8M
Worldquant Millennium Advisors LLCHedge fund 78K $1.1M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
314
Ten largest holders
59.2%
of 13F-reported shares
Index fund managers
23.8%
of 13F-reported shares
Active managers and hedge funds
56.2%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 25 25 2 9 +29.2M +21.9%
Index fund managers 11 0 1 0 +9.0M +14.9%
Other institutions 177 74 46 25 −25.8M −36.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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