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ICU Medical

259 hedge funds and large institutions have $3.36B invested in ICU Medical in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 80 increasing their positions, 90 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 18

15% more funds holding

Funds holding: 226259 (+33)

14% more capital invested

Capital invested by funds: $2.95B → $3.36B (+$407M)

2.25% less ownership

Funds ownership: 79.56%77.31% (-2.2%)

11% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 90

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

34% less call options, than puts

Call options by funds: $6.93M | Put options by funds: $10.5M

Holders
259
Holders Change
+33
Holders Change %
+14.6%
% of All Funds
5.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
51
Increased
80
Reduced
90
Closed
18
Calls
$6.93M
Puts
$10.5M
Net Calls
-$3.56M
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
226
Wealthspire Advisors (Maryland)
Maryland
$16K +$7.08K +35 +90%
FPFS
227
First Personal Financial Services
North Carolina
$15K -$202 -1 -1%
AAM
228
Advisors Asset Management
Colorado
$15K +$14.2K +70 New
MOS
229
MGO One Seven
Ohio
$15K +$14.2K +70 New
DCM
230
Delpha Capital Management
New York
$14K +$13.2K +65 New
IWP
231
Icon Wealth Partners
Texas
$14K +$13.2K +65 New
LF
232
Lee Financial
Texas
$13K
SIAS
233
Shine Investment Advisory Services
Colorado
$11K
AC
234
Avestar Capital
New York
$11K +$10.3K +51 New
GWM
235
Geneos Wealth Management
Colorado
$8K
Federated Hermes
236
Federated Hermes
Pennsylvania
$7K -$202 -1 -3%
SWP
237
Stratos Wealth Partners
Ohio
$7K +$6.27K +31 New
TL
238
TrueWealth LLC
Georgia
$7K +$6.68K +33 New
LFA
239
Legacy Financial Advisors
Kentucky
$7K +$6.88K +34 New
WTC
240
WhitTier Trust Company
Nevada
$6K
FANJ
241
Financial Architects (New Jersey)
New Jersey
$5K
WWMSC
242
Wagner Wealth Management (South Carolina)
South Carolina
$5K
ST
243
Smithfield Trust
Pennsylvania
$5K +$5.06K +25 New
ASN
244
Advisory Services Network
Georgia
$4K
DAM
245
Delta Asset Management
Tennessee
$3K
QCG
246
Quadrant Capital Group
Ohio
$3K
YWP
247
YorkBridge Wealth Partners
New York
$3K +$810 +4 +36%
BTIS
248
BB&T Investment Services
North Carolina
$3K +$2.43K +12 New
PFBT
249
Parkside Financial Bank & Trust
Missouri
$2K
PGWM
250
Parisi Gray Wealth Management
New Jersey
$2K +$1.42K +7 New

ICUI Hedge Fund Activity: Q4 2017 in Review

259 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in ICU Medical (ICUI) for Q4 2017, worth a combined $3.36B — up 14% from $2.95B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new ICUI positions and 18 closed out — a net gain of 33 holders — while 80 added to existing stakes and 90 trimmed.

The largest buyer was Millennium Management, adding an estimated $32.2M. The largest seller was Janus Henderson Group, cutting an estimated $38M.

  • 259 institutional investors held ICU Medical (ICUI) as of Q4 2017, up from 226 in Q3 2017.
  • Funds reported $3.36B of ICU Medical stock for Q4 2017, up 14% quarter-over-quarter.
  • 51 funds opened new ICU Medical positions in Q4 2017 and 18 closed out, a net change of +33 holders.
  • The largest ICU Medical buyer in Q4 2017 was Millennium Management, an estimated $32.2M added.
  • The largest ICU Medical seller in Q4 2017 was Janus Henderson Group, an estimated $38M sold.

Based on aggregated 13F filings for Q4 2017.