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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
HCP
201
Hexagon Capital Partners
Arkansas
$5.77K -$1.2K -7 -17%
WBC
202
West Branch Capital
Massachusetts
$5.77K
HFS
203
Hantz Financial Services
Michigan
$5K
WTC
204
WhitTier Trust Company
Nevada
$4.95K
LC
205
Lindbrook Capital
California
$4.78K
ASN
206
Advisory Services Network
Georgia
$4.62K
SWM
207
Sugarloaf Wealth Management
Georgia
$4.12K
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$4.12K +$3.79K +22 +733%
PTC
209
Private Trust Company
Ohio
$3.46K
PPC
210
Park Place Capital
Alabama
$3.3K
EI
211
Ellevest Inc
New York
$3.3K +$1.03K +6 +43%
JWM
212
Janiczek Wealth Management
Colorado
$3.16K +$1.2K +7 +64%
CA
213
Crewe Advisors
Utah
$2.81K
CSPIA
214
Cary Street Partners Investment Advisory
Virginia
$2.47K -$3.79K -22 -59%
GFPC
215
Global Financial Private Client
Florida
$2.42K
FGAM
216
Financial Gravity Asset Management
Texas
$2.06K +$1.38K +8 +5%
SWM
217
Spire Wealth Management
Virginia
$1.81K -$6.02K -35 -76%
QC
218
Quent Capital
New York
$1.81K
FMII
219
Farmers & Merchants Investments Inc
Nebraska
$1.65K
FP
220
Financial Perspectives
Minnesota
$1.65K
NFSG
221
Newbridge Financial Services Group
Florida
$1.65K
STCOSD
222
Sageworth Trust Company of South Dakota
South Dakota
$1.49K
AF
223
Allworth Financial
California
$1.32K
EWA
224
EverSource Wealth Advisors
Alabama
$1.16K +$516 +3 +75%
GRP
225
Global Retirement Partners
California
$938 +$860 +5 New

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.