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ICU Medical

272 hedge funds and large institutions have $4.02B invested in ICU Medical in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 95 increasing their positions, 82 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more call options, than puts

Call options by funds: $79.5M | Put options by funds: $16.9M

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

16% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 82

9% more capital invested

Capital invested by funds: $3.7B → $4.02B (+$325M)

2% more funds holding

Funds holding: 267272 (+5)

0.37% more ownership

Funds ownership: 95.66%96.03% (+0.37%)

Holders
272
Holders Change
+5
Holders Change %
+1.87%
% of All Funds
5.99%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.15%
New
37
Increased
95
Reduced
82
Closed
27
Calls
$79.5M
Puts
$16.9M
Net Calls
+$62.6M
Net Calls Change
+$54M
Name Holding Trade Value Shares
Change
Change in
Stake
MWNA
226
Marshall Wace North America
New York
$20K +$19.2K +100 New
APA
227
American Portfolios Advisors
New York
$19.6K +$4.24K +22 +29%
WCG
228
Weaver Consulting Group
California
$19K
PCG
229
Private Capital Group
Connecticut
$16K +$770 +4 +5%
GAM
230
Gemmer Asset Management
California
$16K +$1.73K +9 +13%
FDCDDQ
231
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.9K
MF
232
Manchester Financial
California
$15K
MAM
233
Marquette Asset Management
Minnesota
$15K
AF
234
Allworth Financial
California
$15K +$12.3K +64 +640%
LF
235
Lee Financial
Texas
$12K
First Manhattan
236
First Manhattan
New York
$10K -$19.2K -100 -67%
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$10K
CT
238
Caldwell Trust
Florida
$9.69K
PA
239
Procyon Advisors
Connecticut
$8K -$4.81K -25 -40%
NFG
240
Next Financial Group
Texas
$8K
SIAS
241
Shine Investment Advisory Services
Colorado
$8K
LC
242
Lindbrook Capital
California
$8K +$1.93K +10 +34%
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$8K +$3.85K +20 +105%
FRA
244
Front Row Advisors
California
$6K
MPWT
245
MassMutual Private Wealth & Trust
Connecticut
$6K
WTC
246
WhitTier Trust Company
Nevada
$6K
TWA
247
TCI Wealth Advisors
Arizona
$6K +$2.31K +12 +71%
PA
248
Parallel Advisors
California
$5K -$11.4K -59 -68%
BL
249
Balentine LLC
Georgia
$5K
CFGS
250
Concourse Financial Group Securities
Alabama
$5K

ICUI Hedge Fund Activity: Q1 2020 in Review

272 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in ICU Medical (ICUI) for Q1 2020, worth a combined $4.02B — up 8.8% from $3.7B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ICUI positions and 27 closed out — a net gain of 10 holders — while 95 added to existing stakes and 82 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $94.3M. The largest seller was Point72 Asset Management, cutting an estimated $54.7M.

  • 272 institutional investors held ICU Medical (ICUI) as of Q1 2020, up from 267 in Q4 2019.
  • Funds reported $4.02B of ICU Medical stock for Q1 2020, up 8.8% quarter-over-quarter.
  • 37 funds opened new ICU Medical positions in Q1 2020 and 27 closed out, a net change of +10 holders.
  • The largest ICU Medical buyer in Q1 2020 was Victory Capital Management, an estimated $94.3M added.
  • The largest ICU Medical seller in Q1 2020 was Point72 Asset Management, an estimated $54.7M sold.

Based on aggregated 13F filings for Q1 2020.