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LICY

Li-Cycle Holdings Corp.

Delisted

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

166 hedge funds and large institutions have $245M invested in Li-Cycle Holdings Corp. in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $582K

41% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 44

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

1% more funds holding

Funds holding: 164166 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

38% less capital invested

Capital invested by funds: $399M → $245M (-$153M)

Holders
166
Holders Change
+2
Holders Change %
+1.22%
% of All Funds
2.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
62
Reduced
44
Closed
16
Calls
$1.57M
Puts
$582K
Net Calls
+$990K
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Covalis Capital
United Kingdom
$39.3M -$4.82M -120,583 -8%
BlackRock
2
BlackRock
New York
$26.5M -$779K -19,489 -2%
BNP Paribas Asset Management
3
BNP Paribas Asset Management
France
$26.4M -$2.86M -71,641 -7%
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$23.5M -$266K -6,650 -0.8%
Primecap Management
5
Primecap Management
California
$11.3M +$2.48M +62,037 +18%
Invesco
6
Invesco
Georgia
$9.72M -$40.1K -1,004 -0.3%
SCM
7
SIR Capital Management
New York
$9.66M
State Street
8
State Street
Massachusetts
$7.85M +$354K +8,856 +3%
Norges Bank
9
Norges Bank
Norway
$7.1M
Macquarie Group
10
Macquarie Group
Australia
$5.71M -$242K -6,056 -3%
CG
11
Covalis (Gibraltar)
Gibraltar
$5.38M -$5.81M -145,290 -43%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$5.16M +$411K +10,280 +6%
Axa
13
Axa
France
$4.69M -$2.94M -73,566 -31%
Morgan Stanley
14
Morgan Stanley
New York
$4M +$341K +8,536 +6%
First Trust Advisors
15
First Trust Advisors
Illinois
$3.35M -$230K -5,748 -5%
Northern Trust
16
Northern Trust
Illinois
$3.11M +$7.32K +183 +0.2%
Skandinaviska Enskilda Banken (SEB)
17
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.09M -$324K -8,104 -7%
Marshall Wace
18
Marshall Wace
United Kingdom
$2.65M +$275K +6,875 +8%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.65M -$2.24M -55,940 -38%
TCMG
20
TSP Capital Management Group
New Jersey
$2.41M +$1.37M +34,138 +67%
MCM
21
Moore Capital Management
New York
$2.37M
Franklin Resources
22
Franklin Resources
California
$2.17M +$298K +7,463 +11%
AA
23
ALPS Advisors
Colorado
$2.1M +$117K +2,926 +4%
Vanguard Group
24
Vanguard Group
Pennsylvania
$2.07M +$85.7K +2,144 +3%
TH
25
TCTC Holdings
Texas
$1.98M -$2.52K -63 -0.1%

LICY Hedge Fund Activity: Q3 2023 in Review

166 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Li-Cycle Holdings Corp. (LICY) for Q3 2023, worth a combined $245M — down 38% from $399M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LICY positions and 16 closed out — a net gain of 5 holders — while 62 added to existing stakes and 44 trimmed.

The largest buyer was Primecap Management, adding an estimated $2.48M. The largest seller was Covalis (Gibraltar), cutting an estimated $5.81M.

  • 166 institutional investors held Li-Cycle Holdings Corp. (LICY) as of Q3 2023, up from 164 in Q2 2023.
  • Funds reported $245M of Li-Cycle Holdings Corp. stock for Q3 2023, down 38% quarter-over-quarter.
  • 21 funds opened new Li-Cycle Holdings Corp. positions in Q3 2023 and 16 closed out, a net change of +5 holders.
  • The largest Li-Cycle Holdings Corp. buyer in Q3 2023 was Primecap Management, an estimated $2.48M added.
  • The largest Li-Cycle Holdings Corp. seller in Q3 2023 was Covalis (Gibraltar), an estimated $5.81M sold.

Based on aggregated 13F filings for Q3 2023.