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ICU Medical

219 hedge funds and large institutions have $1.62B invested in ICU Medical in 2016 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 83 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $462K

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $1.48B → $1.62B (+$135M)

1% more funds holding

Funds holding: 216219 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 83

Holders
219
Holders Change
+3
Holders Change %
+1.39%
% of All Funds
5.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
79
Reduced
83
Closed
15
Calls
$1.24M
Puts
$462K
Net Calls
+$775K
Net Calls Change
+$731K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$143M -$3.48M -33,519 -3%
BFA
2
BlackRock Fund Advisors
California
$105M +$3.96M +38,161 +4%
Renaissance Technologies
3
Renaissance Technologies
New York
$89.4M -$5.08M -48,900 -6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$68M +$6.22M +59,976 +11%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$67.6M +$2.61M +25,188 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$66.6M -$2.94M -28,290 -5%
SAM
7
Silvercrest Asset Management
New York
$64.9M +$6.5M +62,638 +12%
GKIM
8
GW&K Investment Management
Massachusetts
$61.1M +$290K +2,798 +0.5%
CIP
9
Champlain Investment Partners
Vermont
$54M +$8.22M +79,235 +20%
BIT
10
BlackRock Institutional Trust
California
$49M -$3.12M -30,014 -6%
Victory Capital Management
11
Victory Capital Management
Texas
$41.3M +$15.6M +150,066 +69%
GH
12
GAM Holding
Switzerland
$35M -$3.11M -30,000 -9%
JP Morgan Chase
13
JP Morgan Chase
New York
$35M +$13M +124,920 +67%
Principal Financial Group
14
Principal Financial Group
Iowa
$34.8M -$323K -3,110 -1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$34.2M -$1.37M -13,175 -4%
State Street
16
State Street
Massachusetts
$33.4M +$113K +1,086 +0.4%
EAM
17
Eagle Asset Management
Florida
$28.6M -$1.6M -15,401 -6%
Wells Fargo
18
Wells Fargo
California
$27.3M +$9.07M +87,400 +57%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$23.8M +$8.71M +83,909 +66%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$23.4M +$7.83M +75,396 +57%
TA
21
Teachers Advisors
New York
$23M +$104K +999 +0.5%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$21.9M +$1.34M +12,900 +7%
Northern Trust
23
Northern Trust
Illinois
$19.9M +$730K +7,030 +4%
ECP
24
Elk Creek Partners
Colorado
$19.6M +$1.07M +10,318 +6%
EVM
25
Eaton Vance Management
Massachusetts
$17.7M -$8.42M -81,170 -34%

ICUI Hedge Fund Activity: Q2 2016 in Review

219 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in ICU Medical (ICUI) for Q2 2016, worth a combined $1.62B — up 9.1% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ICUI positions and 15 closed out — a net gain of 6 holders — while 79 added to existing stakes and 83 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $15.6M. The largest seller was Numeric Investors, cutting an estimated $11.4M.

  • 219 institutional investors held ICU Medical (ICUI) as of Q2 2016, up from 216 in Q1 2016.
  • Funds reported $1.62B of ICU Medical stock for Q2 2016, up 9.1% quarter-over-quarter.
  • 21 funds opened new ICU Medical positions in Q2 2016 and 15 closed out, a net change of +6 holders.
  • The largest ICU Medical buyer in Q2 2016 was Victory Capital Management, an estimated $15.6M added.
  • The largest ICU Medical seller in Q2 2016 was Numeric Investors, an estimated $11.4M sold.

Based on aggregated 13F filings for Q2 2016.