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ICU Medical

230 hedge funds and large institutions have $2.37B invested in ICU Medical in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 91 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $1.53M | Put options by funds: $644K

6% more capital invested

Capital invested by funds: $2.24B → $2.37B (+$130M)

1.88% more ownership

Funds ownership: 93.18%95.06% (+1.9%)

7% less funds holding

Funds holding: 248230 (-18)

15% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 91

29% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 34

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
230
Holders Change
-18
Holders Change %
-7.26%
% of All Funds
5.73%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
24
Increased
77
Reduced
91
Closed
34
Calls
$1.53M
Puts
$644K
Net Calls
+$889K
Net Calls Change
+$859K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$270M +$258M +1,767,900 +87,089%
JHIU
2
Janus Henderson Investors US
Colorado
$220M +$135M +923,395 +179%
Vanguard Group
3
Vanguard Group
Pennsylvania
$171M -$21.3M -145,576 -11%
Renaissance Technologies
4
Renaissance Technologies
New York
$106M -$6.26M -42,851 -6%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$99.7M +$10.3M +70,283 +12%
SAM
6
Silvercrest Asset Management
New York
$95.9M +$460K +3,148 +0.5%
CIP
7
Champlain Investment Partners
Vermont
$75.8M +$3.16M +21,630 +5%
GKIM
8
GW&K Investment Management
Massachusetts
$73.7M -$1.17M -8,007 -2%
Wells Fargo
9
Wells Fargo
California
$71.1M +$15.4M +105,570 +29%
JP Morgan Chase
10
JP Morgan Chase
New York
$63M -$3.93M -26,921 -6%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$62.8M -$14.9M -101,841 -20%
Goldman Sachs
12
Goldman Sachs
New York
$57.1M +$8M +54,756 +17%
State Street
13
State Street
Massachusetts
$56.4M +$4.03M +27,564 +8%
GT
14
Glenmede Trust
Pennsylvania
$53.8M +$17.8M +121,767 +53%
Principal Financial Group
15
Principal Financial Group
Iowa
$51.2M -$96.3K -659 -0.2%
Invesco
16
Invesco
Georgia
$51.1M +$433K +2,963 +0.9%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$37M +$2.18M +14,941 +7%
GH
18
GAM Holding
Switzerland
$31.9M
Northern Trust
19
Northern Trust
Illinois
$30.5M +$298K +2,041 +1%
ECP
20
Elk Creek Partners
Colorado
$29.4M -$2.91M -19,913 -9%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$28.9M -$13.5M -92,621 -33%
EAM
22
Eagle Asset Management
Florida
$28.3M -$4.18M -28,628 -13%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$26.3M -$3.69M -25,231 -13%
RG
24
Redmile Group
California
$24.5M +$23.5M +160,543 New
ACM
25
Atlanta Capital Management
Georgia
$22.4M -$2.49M -17,022 -10%

ICUI Hedge Fund Activity: Q1 2017 in Review

230 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in ICU Medical (ICUI) for Q1 2017, worth a combined $2.37B — up 5.8% from $2.24B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of ICUI and 24 opened new positions — a net loss of 10 holders — while 91 trimmed existing stakes and 77 added.

The largest buyer was BlackRock, adding an estimated $258M. The largest seller was Vanguard Group, cutting an estimated $21.3M.

  • 230 institutional investors held ICU Medical (ICUI) as of Q1 2017, down from 248 in Q4 2016.
  • Funds reported $2.37B of ICU Medical stock for Q1 2017, up 5.8% quarter-over-quarter.
  • 24 funds opened new ICU Medical positions in Q1 2017 and 34 closed out, a net change of -10 holders.
  • The largest ICU Medical buyer in Q1 2017 was BlackRock, an estimated $258M added.
  • The largest ICU Medical seller in Q1 2017 was Vanguard Group, an estimated $21.3M sold.

Based on aggregated 13F filings for Q1 2017.