SCHEDULE 13G: Sio Capital Management Discloses Significant 9.62% Stake in Anteris Technologies Global Corp.

Sio Capital Management, LLC has reported a 9.62% beneficial ownership stake in Anteris Technologies Global Corp., holding 3,464,965 shares of common stock as of March 31, 2025.

Summary

• Sio Capital Management, LLC (Sio) has filed a Schedule 13G, indicating beneficial ownership of 3,464,965 shares of Anteris Technologies Global Corp. common stock.
• This ownership represents 9.62% of the issuer's outstanding common stock.
• The percentage is calculated based on 36,023,796 shares of common stock outstanding as of March 12, 2025, as reported in Anteris Technologies' Form 10-K.
• Sio, a Delaware limited liability company, acts as a registered investment adviser to certain affiliated funds that directly hold these shares.
• Sio possesses shared voting power and shared dispositive power over all 3,464,965 shares.
• Michael Castor, who controls Sio and Sio GP, LLC, may be deemed to control the voting and dispositive decisions with respect to these shares.

Sentiment

Score: 7

Explanation: The filing indicates a significant institutional investment, which is generally a positive signal of confidence from a professional investor. However, it's purely an ownership disclosure and doesn't provide operational or financial performance details of the company itself.

Positives

• A significant institutional investor, Sio Capital Management, has taken a substantial stake, potentially indicating confidence in Anteris Technologies Global Corp.

Future Outlook

This Schedule 13G filing is an ownership disclosure and does not contain forward-looking statements or guidance regarding Anteris Technologies Global Corp.'s future performance or Sio Capital Management's future investment intentions beyond the current beneficial ownership.

Management Comments

• The filing includes a certification from Sio Capital Management, LLC that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of the issuer.

Industry Context

This filing indicates a significant institutional investment in Anteris Technologies Global Corp., a common occurrence in the financial markets where investment advisers take positions in publicly traded companies. The disclosure provides transparency regarding large ownership stakes, which can influence market perception and potentially signal investor confidence or strategic interest within the broader industry.

Comparison to Industry Standards

• This is a standard Schedule 13G filing, which is a regulatory requirement for investors acquiring more than 5% of a company's stock.
• The filing itself does not provide performance metrics for comparison to industry standards, but the 9.62% stake by Sio Capital Management, an investment adviser, is a notable position for an institutional investor in a company of Anteris Technologies Global Corp.'s size.
• Such filings are common across all industries for institutional investors like BlackRock, Vanguard, or State Street when they cross the 5% ownership threshold in various companies.

Related Party Transactions

• The filing notes that Sio Capital Management, LLC and Sio GP, LLC act as investment adviser and general partner, respectively, to various clients that are record owners of the common stock.
• Michael Castor controls both Sio and Sio GP, LLC, and may be deemed to control the voting and dispositive decisions with respect to the reported shares. This outlines the internal control structure of the reporting entity regarding the shares.

Stakeholder Impact

• Shareholders of Anteris Technologies Global Corp. may view this significant stake by Sio Capital Management as a positive indicator of institutional confidence, potentially influencing investor sentiment and stock price.
• No direct impact on employees, customers, suppliers, or creditors is indicated by this ownership disclosure.

Key Dates

Keywords

Anteris Technologies Global Corp., Sio Capital Management, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, SEC Filing, Investment Adviser