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LICY

Li-Cycle Holdings Corp.

Delisted

LICY was delisted on the 26th of February, 2025.

163 hedge funds and large institutions have $415M invested in Li-Cycle Holdings Corp. in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 24

35% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 34

33% more capital invested

Capital invested by funds: $312M → $415M (+$103M)

33% more call options, than puts

Call options by funds: $5.88M | Put options by funds: $4.43M

23% more funds holding

Funds holding: 133163 (+30)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
163
Holders Change
+30
Holders Change %
+22.56%
% of All Funds
2.75%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
54
Increased
46
Reduced
34
Closed
24
Calls
$5.88M
Puts
$4.43M
Net Calls
+$1.45M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Covalis Capital
United Kingdom
$69.8M +$54.3M +928,223 +272%
BlackRock
2
BlackRock
New York
$42.7M +$45.4M +775,861 New
BNP Paribas Asset Management
3
BNP Paribas Asset Management
France
$41.7M +$6.28M +107,334 +16%
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$29.3M +$3.32M +56,772 +12%
Invesco
5
Invesco
Georgia
$17.7M -$3.07M -52,438 -14%
CG
6
Covalis (Gibraltar)
Gibraltar
$17.5M +$10.7M +182,415 +134%
SCM
7
SIR Capital Management
New York
$17.1M +$1.09M +18,662 +6%
CIBC Private Wealth Group
8
CIBC Private Wealth Group
Georgia
$14.7M +$2.75M +47,013 +21%
Primecap Management
9
Primecap Management
California
$13.6M +$973K +16,625 +7%
State Street
10
State Street
Massachusetts
$12.8M +$13.6M +231,861 New
Axa
11
Axa
France
$8.86M +$2.46M +42,021 +35%
Macquarie Group
12
Macquarie Group
Australia
$8.6M +$1.36M +23,321 +18%
First Trust Advisors
13
First Trust Advisors
Illinois
$7.77M -$377K -6,448 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$7.61M +$2.77M +47,406 +52%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$7.43M +$7.9M +134,928 New
Morgan Stanley
16
Morgan Stanley
New York
$6.5M +$2.61M +44,531 +61%
Northern Trust
17
Northern Trust
Illinois
$6.04M +$6.42M +109,709 New
Citadel Advisors
18
Citadel Advisors
Florida
$5.33M +$3.57M +61,085 +171%
AA
19
ALPS Advisors
Colorado
$5.04M -$317K -5,410 -6%
Marshall Wace
20
Marshall Wace
United Kingdom
$4.61M +$523K +8,934 +12%
MCM
21
Moore Capital Management
New York
$4.59M -$2.93M -50,000 -37%
Franklin Resources
22
Franklin Resources
California
$3.89M +$671K +11,462 +19%
Vanguard Group
23
Vanguard Group
Pennsylvania
$3.85M +$4.09M +69,873 New
TH
24
TCTC Holdings
Texas
$3.81M +$510K +8,713 +14%
Point72 Asset Management
25
Point72 Asset Management
Connecticut
$3.65M +$1.92M +32,782 +98%

LICY Hedge Fund Activity: Q2 2022 in Review

163 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Li-Cycle Holdings Corp. (LICY) for Q2 2022, worth a combined $415M — up 33% from $312M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new LICY positions and 24 closed out — a net gain of 30 holders — while 46 added to existing stakes and 34 trimmed.

The largest buyer was Covalis Capital, adding an estimated $54.3M. The largest seller was Think Investments, exiting entirely with an estimated $4.54M sold.

  • 163 institutional investors held Li-Cycle Holdings Corp. (LICY) as of Q2 2022, up from 133 in Q1 2022.
  • Funds reported $415M of Li-Cycle Holdings Corp. stock for Q2 2022, up 33% quarter-over-quarter.
  • 54 funds opened new Li-Cycle Holdings Corp. positions in Q2 2022 and 24 closed out, a net change of +30 holders.
  • The largest Li-Cycle Holdings Corp. buyer in Q2 2022 was Covalis Capital, an estimated $54.3M added.
  • The largest Li-Cycle Holdings Corp. seller in Q2 2022 was Think Investments, an estimated $4.54M sold.

Based on aggregated 13F filings for Q2 2022.