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ICU Medical

292 hedge funds and large institutions have $4.45B invested in ICU Medical in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 95 increasing their positions, 102 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $18.4M | Put options by funds: $16M

2% more capital invested

Capital invested by funds: $4.36B → $4.45B (+$88.2M)

1% less funds holding

Funds holding: 294292 (-2)

3% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 35

7% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 102

1.83% less ownership

Funds ownership: 93.3%91.47% (-1.8%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
292
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
6.32%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
34
Increased
95
Reduced
102
Closed
35
Calls
$18.4M
Puts
$16M
Net Calls
+$2.4M
Net Calls Change
-$2.85M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$679M +$14M +58,239 +2%
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$643M +$7.66M +31,946 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$427M +$3.07M +12,800 +0.7%
BlackRock
4
BlackRock
New York
$356M +$2.96M +12,345 +0.8%
JP Morgan Chase
5
JP Morgan Chase
New York
$124M +$2.16M +9,021 +2%
PI
6
Putnam Investments
Massachusetts
$119M -$5.4M -22,507 -4%
State Street
7
State Street
Massachusetts
$105M +$4.59M +19,129 +5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$100M -$10.8K -45 -0%
GKIM
9
GW&K Investment Management
Massachusetts
$96.6M -$2.13M -8,896 -2%
PHS
10
PFM Health Sciences
California
$89.7M +$47.7M +199,102 +113%
AQR Capital Management
11
AQR Capital Management
Connecticut
$84.4M -$6.8M -28,340 -7%
Invesco
12
Invesco
Georgia
$80M +$762K +3,176 +1%
Millennium Management
13
Millennium Management
New York
$78.2M +$11.4M +47,474 +17%
Wells Fargo
14
Wells Fargo
California
$70.8M -$24.3M -101,356 -26%
SAM
15
Silvercrest Asset Management
New York
$53.6M -$1.22M -5,107 -2%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$53.1M -$11.6M -48,201 -18%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$44.4M -$5M -20,845 -10%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$43.9M +$2.93M +12,219 +7%
Norges Bank
19
Norges Bank
Norway
$43.3M
American Century Companies
20
American Century Companies
Missouri
$43.3M -$17.1M -71,264 -28%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$42.2M +$2.1M +8,749 +5%
ACM
22
Atlanta Capital Management
Georgia
$41.7M -$1.57M -6,558 -4%
Northern Trust
23
Northern Trust
Illinois
$39.3M +$3.38M +14,097 +9%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$34.8M -$534K -2,226 -2%
EVM
25
Eaton Vance Management
Massachusetts
$28.6M +$2.64M +11,002 +10%

ICUI Hedge Fund Activity: Q1 2019 in Review

292 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in ICU Medical (ICUI) for Q1 2019, worth a combined $4.45B — up 2% from $4.36B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of ICUI and 34 opened new positions — a net loss of 1 holder — while 102 trimmed existing stakes and 95 added.

The largest buyer was PFM Health Sciences, adding an estimated $47.7M. The largest seller was OppenheimerFunds, cutting an estimated $41.8M.

  • 292 institutional investors held ICU Medical (ICUI) as of Q1 2019, down from 294 in Q4 2018.
  • Funds reported $4.45B of ICU Medical stock for Q1 2019, up 2% quarter-over-quarter.
  • 34 funds opened new ICU Medical positions in Q1 2019 and 35 closed out, a net change of -1 holder.
  • The largest ICU Medical buyer in Q1 2019 was PFM Health Sciences, an estimated $47.7M added.
  • The largest ICU Medical seller in Q1 2019 was OppenheimerFunds, an estimated $41.8M sold.

Based on aggregated 13F filings for Q1 2019.