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ICU Medical

243 hedge funds and large institutions have $3.78B invested in ICU Medical in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 90 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

912% more call options, than puts

Call options by funds: $24.8M | Put options by funds: $2.46M

14.84% more ownership

Funds ownership: 90.34%105.18% (+15%)

7% more capital invested

Capital invested by funds: $3.55B → $3.78B (+$232M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 90

6% less funds holding

Funds holding: 258243 (-15)

35% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 37

Holders
243
Holders Change
-15
Holders Change %
-5.81%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
83
Reduced
90
Closed
37
Calls
$24.8M
Puts
$2.46M
Net Calls
+$22.4M
Net Calls Change
+$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
201
Janiczek Wealth Management
Colorado
$11K -$34.3K -206 -73%
MAM
202
Meeder Asset Management
Ohio
$11K -$12K -72 -49%
ST
203
Smithfield Trust
Pennsylvania
$11K
FHA
204
First Horizon Advisors
Tennessee
$9K
PA
205
Parallel Advisors
California
$9K +$5.99K +36 +157%
HCP
206
Hexagon Capital Partners
Arkansas
$9K +$6.99K +42 +221%
KFP
207
KB Financial Partners
New Jersey
$8K
PGAM
208
Princeton Global Asset Management
New Jersey
$8K
EWA
209
EverSource Wealth Advisors
Alabama
$8K +$9.15K +55 New
APA
210
American Portfolios Advisors
New York
$7.53K
HWMA
211
Heritage Wealth Management (Arizona)
Arizona
$7K
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$7K +$2.33K +14 +40%
TAM
213
Tucker Asset Management
Colorado
$6.08K
CAL
214
Capital Advisors Ltd
Ohio
$6K
HFS
215
Hantz Financial Services
Michigan
$5K -$2.16K -13 -30%
WBC
216
West Branch Capital
Massachusetts
$5K
WTC
217
WhitTier Trust Company
Nevada
$5K
FF
218
FourThought Financial
Florida
$4K
IA
219
IFP Advisors
Florida
$4K
SWM
220
Sugarloaf Wealth Management
Georgia
$4K
CA
221
Crewe Advisors
Utah
$3K
GWS
222
Glassman Wealth Services
Virginia
$3K
PTC
223
Private Trust Company
Ohio
$3K
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$3K +$1.17K +7 +44%
HR
225
Howe & Rusling
New York
$3K +$3.33K +20 New

ICUI Hedge Fund Activity: Q3 2022 in Review

243 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ICU Medical (ICUI) for Q3 2022, worth a combined $3.78B — up 6.5% from $3.55B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of ICUI and 24 opened new positions — a net loss of 13 holders — while 90 trimmed existing stakes and 83 added.

The largest buyer was Janus Henderson Group, adding an estimated $410M. The largest seller was T. Rowe Price Associates, cutting an estimated $406M.

  • 243 institutional investors held ICU Medical (ICUI) as of Q3 2022, down from 258 in Q2 2022.
  • Funds reported $3.78B of ICU Medical stock for Q3 2022, up 6.5% quarter-over-quarter.
  • 24 funds opened new ICU Medical positions in Q3 2022 and 37 closed out, a net change of -13 holders.
  • The largest ICU Medical buyer in Q3 2022 was Janus Henderson Group, an estimated $410M added.
  • The largest ICU Medical seller in Q3 2022 was T. Rowe Price Associates, an estimated $406M sold.

Based on aggregated 13F filings for Q3 2022.