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ICU Medical

225 hedge funds and large institutions have $1.58B invested in ICU Medical in 2015 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 93 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

45% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 64

38% more call options, than puts

Call options by funds: $543K | Put options by funds: $394K

9% more funds holding

Funds holding: 207225 (+18)

2% more capital invested

Capital invested by funds: $1.56B → $1.58B (+$23.5M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
225
Holders Change
+18
Holders Change %
+8.7%
% of All Funds
5.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
34
Increased
93
Reduced
64
Closed
15
Calls
$543K
Puts
$394K
Net Calls
+$149K
Net Calls Change
+$882K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$147M +$5.35M +48,453 +4%
BFA
2
BlackRock Fund Advisors
California
$101M +$5.51M +49,869 +6%
Renaissance Technologies
3
Renaissance Technologies
New York
$91.7M +$5.55M +50,200 +7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$73M +$2.39M +21,629 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$66.5M -$9.22M -83,468 -12%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$66.1M -$21.9M -198,441 -25%
GKIM
7
GW&K Investment Management
Massachusetts
$58.8M -$1.18M -10,676 -2%
BIT
8
BlackRock Institutional Trust
California
$52.6M -$22.4M -202,663 -30%
CIP
9
Champlain Investment Partners
Vermont
$50.8M -$3.67M -33,206 -7%
SAM
10
Silvercrest Asset Management
New York
$50.4M +$1.31M +11,814 +3%
GH
11
GAM Holding
Switzerland
$38.3M -$1.44M -13,000 -4%
State Street
12
State Street
Massachusetts
$31.7M +$1.4M +12,650 +5%
Principal Financial Group
13
Principal Financial Group
Iowa
$30.8M +$1.38M +12,453 +5%
EAM
14
Eagle Asset Management
Florida
$27.2M +$3.4M +30,798 +15%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$27.2M +$9.03M +81,711 +51%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$25.2M +$5.42M +49,069 +28%
NI
17
Numeric Investors
Massachusetts
$23.8M +$11.4M +102,835 +95%
JHIU
18
Janus Henderson Investors US
Colorado
$22.5M -$249K -2,256 -1%
EVM
19
Eaton Vance Management
Massachusetts
$22.2M -$4.47M -40,419 -17%
TA
20
Teachers Advisors
New York
$20.2M +$303K +2,745 +2%
Northern Trust
21
Northern Trust
Illinois
$18.9M +$231K +2,088 +1%
ECP
22
Elk Creek Partners
Colorado
$16.6M +$3.64M +32,974 +29%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$15.7M +$1.64M +14,840 +12%
Millennium Management
24
Millennium Management
New York
$15.5M -$1.29M -11,660 -8%
Ameriprise
25
Ameriprise
Minnesota
$14.3M +$1.66M +14,999 +13%

ICUI Hedge Fund Activity: Q4 2015 in Review

225 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in ICU Medical (ICUI) for Q4 2015, worth a combined $1.58B — up 1.5% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ICUI positions and 15 closed out — a net gain of 19 holders — while 93 added to existing stakes and 64 trimmed.

The largest buyer was Numeric Investors, adding an estimated $11.4M. The largest seller was BlackRock Institutional Trust, cutting an estimated $22.4M.

  • 225 institutional investors held ICU Medical (ICUI) as of Q4 2015, up from 207 in Q3 2015.
  • Funds reported $1.58B of ICU Medical stock for Q4 2015, up 1.5% quarter-over-quarter.
  • 34 funds opened new ICU Medical positions in Q4 2015 and 15 closed out, a net change of +19 holders.
  • The largest ICU Medical buyer in Q4 2015 was Numeric Investors, an estimated $11.4M added.
  • The largest ICU Medical seller in Q4 2015 was BlackRock Institutional Trust, an estimated $22.4M sold.

Based on aggregated 13F filings for Q4 2015.