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ICU Medical

162 hedge funds and large institutions have $879M invested in ICU Medical in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 70 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 47

38% more call options, than puts

Call options by funds: $328K | Put options by funds: $237K

3% more capital invested

Capital invested by funds: $854M → $879M (+$25M)

3% less funds holding

Funds holding: 167162 (-5)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

Holders
162
Holders Change
-5
Holders Change %
-2.99%
% of All Funds
4.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
70
Reduced
47
Closed
19
Calls
$328K
Puts
$237K
Net Calls
+$91K
Net Calls Change
+$115K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$108M +$4.67M +79,062 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$55.5M +$692K +11,719 +1%
BFA
3
BlackRock Fund Advisors
California
$41.9M -$2.08M -35,188 -5%
CIP
4
Champlain Investment Partners
Vermont
$41.8M +$456K +7,720 +1%
Renaissance Technologies
5
Renaissance Technologies
New York
$39.3M -$5.12M -86,701 -12%
BTW
6
Boston Trust Walden
Massachusetts
$35.7M +$513K +8,686 +2%
GKIM
7
GW&K Investment Management
Massachusetts
$34.1M +$1.72M +29,148 +5%
BIT
8
BlackRock Institutional Trust
California
$31.3M +$3.15M +53,426 +12%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$29.9M +$3.48M +59,004 +14%
SAM
10
Silvercrest Asset Management
New York
$29.7M +$4.27M +72,332 +17%
GH
11
GAM Holding
Switzerland
$27.6M +$6.03M +102,100 +29%
Victory Capital Management
12
Victory Capital Management
Texas
$23.4M +$4.56M +77,275 +25%
CCM
13
Camber Capital Management
Massachusetts
$16.9M +$16.4M +277,583 New
State Street
14
State Street
Massachusetts
$15.6M -$514K -8,712 -3%
EAM
15
Eagle Asset Management
Florida
$13.6M -$1.82M -30,811 -12%
GAM
16
Gotham Asset Management
New York
$13.6M -$1.09M -18,510 -8%
MCM
17
Munder Capital Management
Michigan
$13.4M +$769K +13,023 +6%
Norges Bank
18
Norges Bank
Norway
$12.1M +$5.89M +99,731 +100%
Wells Fargo
19
Wells Fargo
California
$12M -$410K -6,944 -3%
Artisan Partners
20
Artisan Partners
Wisconsin
$10.8M -$502K -8,509 -5%
RRAM
21
River Road Asset Management
Kentucky
$10.6M -$52.1K -882 -0.5%
USAA
22
United Services Automobile Association
Texas
$10.6M
Northern Trust
23
Northern Trust
Illinois
$10.1M -$954K -16,154 -9%
EVM
24
Eaton Vance Management
Massachusetts
$9.92M +$9.63M +163,140 New
KCM
25
Kornitzer Capital Management
Kansas
$9.1M -$1.53M -26,000 -15%

ICUI Hedge Fund Activity: Q2 2014 in Review

162 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in ICU Medical (ICUI) for Q2 2014, worth a combined $879M — up 2.9% from $854M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of ICUI and 14 opened new positions — a net loss of 5 holders — while 47 trimmed existing stakes and 70 added.

The largest buyer was Camber Capital Management, opening a new position worth an estimated $16.4M. The largest seller was Bank of New York Mellon, cutting an estimated $14.4M.

  • 162 institutional investors held ICU Medical (ICUI) as of Q2 2014, down from 167 in Q1 2014.
  • Funds reported $879M of ICU Medical stock for Q2 2014, up 2.9% quarter-over-quarter.
  • 14 funds opened new ICU Medical positions in Q2 2014 and 19 closed out, a net change of -5 holders.
  • The largest ICU Medical buyer in Q2 2014 was Camber Capital Management, an estimated $16.4M added.
  • The largest ICU Medical seller in Q2 2014 was Bank of New York Mellon, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2014.