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ICU Medical

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.

New
Increased
Maintained
Reduced
Closed

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: 247232 (-15)

36% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 28

Holders
232
Holders Change
-15
Holders Change %
-6.07%
% of All Funds
3.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
88
Reduced
76
Closed
28
Calls
$25.5M
Puts
$2.59M
Net Calls
+$22.9M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
176
Simplex Trading
Illinois
$107K +$112K +649 New
AssetMark Inc
177
AssetMark Inc
California
$77.9K
First Manhattan
178
First Manhattan
New York
$66K
BF
179
BOK Financial
Oklahoma
$61.5K +$64.2K +373 New
C
180
Covestor
United Kingdom
$61K +$344 +2 +0.5%
BBHC
181
Brown Brothers Harriman & Co
New York
$51.8K
BTI
182
Blue Trust Inc
Georgia
$45K +$12.4K +72 +34%
FFC
183
First Financial Corp
Indiana
$33K
CFGS
184
Concourse Financial Group Securities
Alabama
$28K +$3.27K +19 +13%
SOW
185
State of Wyoming
Wyoming
$23.9K +$516 +3 +2%
QCG
186
Quadrant Capital Group
Ohio
$20.9K +$2.06K +12 +10%
TIM
187
Tortoise Investment Management
New York
$19.8K
WT
188
Whittier Trust
California
$19.8K
BAM
189
Belpointe Asset Management
Nevada
$17.3K
S
190
SignatureFD
Georgia
$17.2K -$2.06K -12 -10%
CBT
191
Central Bank & Trust
Kentucky
$16.5K
SPIA
192
Steward Partners Investment Advisory
New York
$14.2K
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$14K +$8.95K +52 +153%
ST
194
Smithfield Trust
Pennsylvania
$11K
FHA
195
First Horizon Advisors
Tennessee
$10.4K
PGAM
196
Princeton Global Asset Management
New Jersey
$8.91K
KFP
197
KB Financial Partners
New Jersey
$7K
TAM
198
Tucker Asset Management
Colorado
$6.76K
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$6.76K +$1.72K +10 +32%
PFPT
200
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.43K

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.