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ICU Medical

195 hedge funds and large institutions have $1.4B invested in ICU Medical in 2015 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 74 increasing their positions, 78 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

57% more call options, than puts

Call options by funds: $3.4M | Put options by funds: $2.16M

4% more funds holding

Funds holding: 187195 (+8)

4% more capital invested

Capital invested by funds: $1.34B → $1.4B (+$58.5M)

5% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 78

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
195
Holders Change
+8
Holders Change %
+4.28%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
74
Reduced
78
Closed
12
Calls
$3.4M
Puts
$2.16M
Net Calls
+$1.24M
Net Calls Change
+$805K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$107M +$12.9M +138,397 +14%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$96.4M -$23.8M -254,250 -20%
BFA
3
BlackRock Fund Advisors
California
$77.5M +$2.11M +22,624 +3%
Renaissance Technologies
4
Renaissance Technologies
New York
$65.9M +$7.39M +79,034 +13%
BIT
5
BlackRock Institutional Trust
California
$58.8M +$1.38M +14,723 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$58.5M +$1.71M +18,286 +3%
GKIM
7
GW&K Investment Management
Massachusetts
$54.3M -$1.01M -10,850 -2%
CIP
8
Champlain Investment Partners
Vermont
$53.5M -$401K -4,290 -0.8%
Victory Capital Management
9
Victory Capital Management
Texas
$44.1M -$4.94M -52,888 -10%
SAM
10
Silvercrest Asset Management
New York
$43.8M -$2.06M -22,071 -5%
GH
11
GAM Holding
Switzerland
$43M
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$34.9M +$19.5M +208,286 +133%
TCP
13
TAMRO Capital Partners
Virginia
$26.6M -$6.57M -70,306 -20%
State Street
14
State Street
Massachusetts
$25.7M +$710K +7,602 +3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$25.6M +$13.7M +147,134 +122%
EVM
16
Eaton Vance Management
Massachusetts
$24.5M -$1.28M -13,648 -5%
Principal Financial Group
17
Principal Financial Group
Iowa
$24.1M +$1.06M +11,356 +5%
GAM
18
Gotham Asset Management
New York
$21.1M +$10.1M +108,428 +96%
EAM
19
Eagle Asset Management
Florida
$20.7M +$2.24M +23,992 +12%
TA
20
Teachers Advisors
New York
$16.7M +$515K +5,511 +3%
Northern Trust
21
Northern Trust
Illinois
$14.4M -$400K -4,280 -3%
JHIU
22
Janus Henderson Investors US
Colorado
$14.3M -$196K -2,099 -1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$13.9M +$462K +4,944 +4%
JP Morgan Chase
24
JP Morgan Chase
New York
$13.1M +$1.31M +14,008 +11%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$11.5M +$1.87M +20,000 +20%

ICUI Hedge Fund Activity: Q2 2015 in Review

195 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in ICU Medical (ICUI) for Q2 2015, worth a combined $1.4B — up 4.4% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ICUI positions and 12 closed out — a net gain of 10 holders — while 74 added to existing stakes and 78 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $19.5M. The largest seller was Wellington Management Group, cutting an estimated $23.8M.

  • 195 institutional investors held ICU Medical (ICUI) as of Q2 2015, up from 187 in Q1 2015.
  • Funds reported $1.4B of ICU Medical stock for Q2 2015, up 4.4% quarter-over-quarter.
  • 22 funds opened new ICU Medical positions in Q2 2015 and 12 closed out, a net change of +10 holders.
  • The largest ICU Medical buyer in Q2 2015 was Balyasny Asset Management, an estimated $19.5M added.
  • The largest ICU Medical seller in Q2 2015 was Wellington Management Group, an estimated $23.8M sold.

Based on aggregated 13F filings for Q2 2015.