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ICU Medical
ICUI

252 hedge funds and large institutions have $2.43B invested in ICU Medical in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 101 increasing their positions, 72 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

40% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 72

10% more capital invested

Capital invested by funds: $2.21B → $2.43B (+$218M)

5% more funds holding

Funds holding: 241 → 252 (+11)

1.88% more ownership

Funds ownership: 91.9% → 93.78% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

41% less call options, than puts

Call options by funds: $1.59M | Put options by funds: $2.68M

Holders
252
Holders Change
+11
Holders Change %
+4.56%
% of All Funds
3.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
101
Reduced
72
Closed
27
Calls
$1.59M
Puts
$2.68M
Net Calls
-$1.09M
Net Calls Change
-$2.66M

Top Buyers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$17.7M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$16.4M
3
First Trust Advisors
First Trust Advisors
Illinois
+$15.9M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$14.9M
5
SAM
Silvercrest Asset Management
New York
+$14.5M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$51.6M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$44.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$19.5M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$14.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
226
Sugarloaf Wealth Management
Georgia
$2.68K – – –
Mitsubishi UFJ Asset Management
227
Mitsubishi UFJ Asset Management
Japan
$2.58K – – –
PWMG
228
Private Wealth Management Group
New Jersey
$2.36K – – –
HI
229
Harbour Investments
Wisconsin
$2.15K +$1.99K +20 New
HFS
230
Hantz Financial Services
Michigan
$2K -$795 -8 -26%
GRP
231
Global Retirement Partners
California
$1.93K +$597 +6 +50%
GFPC
232
Global Financial Private Client
Florida
$1.58K – – –
BGAI
233
Bruce G. Allen Investments
Colorado
$1.4K +$298 +3 +30%
BIA
234
Bell Investment Advisors
California
$1.29K – – –
VWM
235
Venturi Wealth Management
Texas
$1.29K +$1.19K +12 New
IA
236
IFP Advisors
Florida
$1.18K – – –
SAM
237
Smartleaf Asset Management
Massachusetts
$1.13K +$1.09K +11 New
FMII
238
Farmers & Merchants Investments Inc
Nebraska
$1.07K – – –
FP
239
Financial Perspectives
Minnesota
$1.07K – – –
PPC
240
Park Place Capital
Alabama
$1.07K – – –
AF
241
Advisornet Financial
Minnesota
$1.07K +$895 +9 +900%
UB
242
UMB Bank
Missouri
$1.07K +$994 +10 New
QC
243
Quent Capital
New York
$644 – – –
CA
244
CoreCap Advisors
Michigan
$644 +$597 +6 New
S
245
Sachetta
Massachusetts
$599 – – –
SWM
246
Spire Wealth Management
Virginia
$537 +$497 +5 New
JWA
247
JFS Wealth Advisors
Pennsylvania
$322 – – –
FGAM
248
Financial Gravity Asset Management
Texas
$321 +$298 +3 New
SIC
249
SJS Investment Consulting
Ohio
$215 – – –
AAP
250
Arax Advisory Partners
Colorado
$108 – – –
8 9
10
11 12

ICUI Hedge Fund Activity: Q1 2024 in Review

252 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ICU Medical (ICUI) for Q1 2024, worth a combined $2.43B — up 9.8% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ICUI positions and 27 closed out — a net gain of 11 holders — while 101 added to existing stakes and 72 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $17.7M. The largest seller was Morgan Stanley, cutting an estimated $51.6M.

  • 252 institutional investors held ICU Medical (ICUI) as of Q1 2024, up from 241 in Q4 2023.
  • Funds reported $2.43B of ICU Medical stock for Q1 2024, up 9.8% quarter-over-quarter.
  • 38 funds opened new ICU Medical positions in Q1 2024 and 27 closed out, a net change of +11 holders.
  • The largest ICU Medical buyer in Q1 2024 was Schroder Investment Management Group, an estimated $17.7M added.
  • The largest ICU Medical seller in Q1 2024 was Morgan Stanley, an estimated $51.6M sold.

Based on aggregated 13F filings for Q1 2024.