ICU Medical
ICUI
232 hedge funds and large institutions have $3.74B invested in ICU Medical in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 88 increasing their positions, 76 reducing their positions, and 28 closing their positions.
886% more call options, than puts
Call options by funds: $25.5M | Put options by funds: $2.59M
16% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 76
7% more capital invested
Capital invested by funds: $3.5B → $3.74B (+$239M)
1.52% more ownership
Funds ownership: 92.98% → 94.5% (+1.5%)
6% less funds holding
Funds holding: 247 → 232 (-15)
36% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$101M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$29.6M |
| 3 |
PHS
PFM Health Sciences
San Francisco,
California
|
+$21.1M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$15.8M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$73.3M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$27.5M |
| 3 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$27.2M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$15.1M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$10M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EE
251
EWG Elevate
Roseville,
California
| – | -$23.6K | -150 | Closed |
|
252
Bessemer Group
Woodbridge,
New Jersey
| – | -$16K | -102 | Closed |
|
|
WHG
253
Westwood Holdings Group
Dallas,
Texas
| – | -$13K | -82 | Closed |
|
|
ACM
254
AUA Capital Management
Camp Hill,
Pennsylvania
| – | -$1.26K | -8 | Closed |
|
|
FFA
255
Farther Finance Advisors
San Francisco,
California
| – | -$472 | -3 | Closed |
|
|
MSCM
256
McElhenny Sheffield Capital Management
Dallas,
Texas
| – | -$315 | -2 | Closed |
|
|
IA
257
IFP Advisors
Tampa,
Florida
| – | -$1K | -1 | Closed |
|
|
LSA
258
Leonteq Securities AG
Zurich,
Switzerland
| – | -$157 | -1 | Closed |
|
ICUI Hedge Fund Activity: Q1 2023 in Review
232 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ICU Medical (ICUI) for Q1 2023, worth a combined $3.74B — up 6.8% from $3.5B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of ICUI and 18 opened new positions — a net loss of 10 holders — while 76 trimmed existing stakes and 88 added.
The largest buyer was Victory Capital Management, adding an estimated $101M. The largest seller was Nuance Investments, cutting an estimated $73.3M.
- 232 institutional investors held ICU Medical (ICUI) as of Q1 2023, down from 247 in Q4 2022.
- Funds reported $3.74B of ICU Medical stock for Q1 2023, up 6.8% quarter-over-quarter.
- 18 funds opened new ICU Medical positions in Q1 2023 and 28 closed out, a net change of -10 holders.
- The largest ICU Medical buyer in Q1 2023 was Victory Capital Management, an estimated $101M added.
- The largest ICU Medical seller in Q1 2023 was Nuance Investments, an estimated $73.3M sold.
Based on aggregated 13F filings for Q1 2023.