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ICU Medical

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: 241252 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
201
First Horizon Advisors
Tennessee
$16.4K +$8.95K +90 +143%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$16.2K +$398 +4 +3%
PS
203
Principal Securities
Iowa
$16.1K +$10.4K +105 +233%
PA
204
Parallel Advisors
California
$16K +$3.68K +37 +33%
AF
205
Allworth Financial
California
$13.1K -$2.19K -22 -15%
TIM
206
Tortoise Investment Management
New York
$12.9K
WT
207
Whittier Trust
California
$12.9K
CBT
208
Central Bank & Trust
Kentucky
$10.7K
EWA
209
EverSource Wealth Advisors
Alabama
$8.81K -$4.47K -45 -33%
SPIA
210
Steward Partners Investment Advisory
New York
$8.8K -$398 -4 -5%
AWM
211
Avior Wealth Management
Nebraska
$8.59K +$7.95K +80 New
CPG
212
Custom Portfolio Group
Colorado
$8.05K
ST
213
Smithfield Trust
Pennsylvania
$8K
PFBT
214
Parkside Financial Bank & Trust
Missouri
$7.62K +$3.88K +39 +122%
S
215
SignatureFD
Georgia
$5.9K -$7.26K -73 -57%
PGAM
216
Princeton Global Asset Management
New Jersey
$5.79K
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$5.69K +$298 +3 +6%
HCP
218
Hexagon Capital Partners
Arkansas
$5.58K +$4.28K +43 +478%
VCM
219
Versant Capital Management
Arizona
$5.58K +$4.77K +48 +1,200%
LC
220
Lindbrook Capital
California
$5.37K -$1.99K -20 -29%
TAM
221
Tucker Asset Management
Colorado
$4.4K
WBC
222
West Branch Capital
Massachusetts
$3.76K
CAM
223
Clarity Asset Management
Iowa
$3.65K
WTC
224
WhitTier Trust Company
Nevada
$3.22K
MG
225
Mather Group
Illinois
$2.69K +$2.69K +27 New

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.