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LICY

Li-Cycle Holdings Corp.

Delisted

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

165 hedge funds and large institutions have $402M invested in Li-Cycle Holdings Corp. in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 40

52% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $1.58M

24% more capital invested

Capital invested by funds: $324M → $402M (+$77.9M)

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 167165 (-2)

Holders
165
Holders Change
-2
Holders Change %
-1.2%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
61
Reduced
40
Closed
22
Calls
$2.4M
Puts
$1.58M
Net Calls
+$818K
Net Calls Change
+$433K
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Covalis Capital
United Kingdom
$70.2M +$6.95M +157,471 +11%
BNP Paribas Asset Management
2
BNP Paribas Asset Management
France
$41M -$2.48M -56,338 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$38.4M +$3.81M +86,413 +11%
BlackRock
4
BlackRock
New York
$37.4M -$554K -12,556 -1%
CG
5
Covalis (Gibraltar)
Gibraltar
$18.4M -$1.68M -38,123 -9%
Invesco
6
Invesco
Georgia
$16.4M +$336K +7,616 +2%
SCM
7
SIR Capital Management
New York
$15.3M +$1.12M +25,400 +8%
Primecap Management
8
Primecap Management
California
$12.3M +$573K +13,000 +5%
State Street
9
State Street
Massachusetts
$11.5M +$233K +5,272 +2%
Norges Bank
10
Norges Bank
Norway
$11.3M +$11M +250,000 New
Axa
11
Axa
France
$10.6M +$762K +17,288 +8%
Macquarie Group
12
Macquarie Group
Australia
$8.93M -$229K -5,198 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$7.19M +$353K +7,998 +5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$6.58M -$29.6K -671 -0.5%
Morgan Stanley
15
Morgan Stanley
New York
$5.99M +$245K +5,549 +4%
First Trust Advisors
16
First Trust Advisors
Illinois
$5.97M +$8.6K +195 +0.1%
Skandinaviska Enskilda Banken (SEB)
17
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.35M +$327K +7,421 +7%
Citadel Advisors
18
Citadel Advisors
Florida
$5.14M -$196K -4,453 -4%
Northern Trust
19
Northern Trust
Illinois
$5M -$143K -3,251 -3%
Marshall Wace
20
Marshall Wace
United Kingdom
$3.8M +$128K +2,910 +4%
MCM
21
Moore Capital Management
New York
$3.76M
Vanguard Group
22
Vanguard Group
Pennsylvania
$3.53M +$204K +4,617 +6%
AA
23
ALPS Advisors
Colorado
$3.32M -$463K -10,505 -12%
TH
24
TCTC Holdings
Texas
$3.14M
Franklin Resources
25
Franklin Resources
California
$3.11M -$238K -5,388 -7%

LICY Hedge Fund Activity: Q1 2023 in Review

165 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Li-Cycle Holdings Corp. (LICY) for Q1 2023, worth a combined $402M — up 24% from $324M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new LICY positions and 22 closed out — a net gain of 1 holder — while 61 added to existing stakes and 40 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $11M. The largest seller was CIBC Private Wealth Group, exiting entirely with an estimated $4.12M sold.

  • 165 institutional investors held Li-Cycle Holdings Corp. (LICY) as of Q1 2023, down from 167 in Q4 2022.
  • Funds reported $402M of Li-Cycle Holdings Corp. stock for Q1 2023, up 24% quarter-over-quarter.
  • 23 funds opened new Li-Cycle Holdings Corp. positions in Q1 2023 and 22 closed out, a net change of +1 holder.
  • The largest Li-Cycle Holdings Corp. buyer in Q1 2023 was Norges Bank, an estimated $11M added.
  • The largest Li-Cycle Holdings Corp. seller in Q1 2023 was CIBC Private Wealth Group, an estimated $4.12M sold.

Based on aggregated 13F filings for Q1 2023.