Edwards Lifesciences
686 hedge funds and large institutions have $17B invested in Edwards Lifesciences in 2016 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 231 increasing their positions, 255 reducing their positions, and 105 closing their positions.
4% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 105
9% less repeat investments, than reductions
Existing positions increased: 231 | Existing positions reduced: 255
1% less funds holding
Funds holding: 693 → 686 (-7)
2.1% less ownership
Funds ownership: 256.11% → 254.01% (-2.1%)
21% less capital invested
Capital invested by funds: $21.4B → $17B (-$4.41B)
30% less call options, than puts
Call options by funds: $81M | Put options by funds: $115M
58% less funds holding in top 10
Funds holding in top 10: 33 → 14 (-19)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$376M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$287M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$256M |
| 4 |
MC
Montag & Caldwell
Atlanta,
Georgia
|
+$140M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$83.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$374M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$233M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$203M |
| 4 |
HM
HealthCor Management
New York
|
-$109M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$89.3M |
EW Hedge Fund Activity: Q4 2016 in Review
686 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2016, worth a combined $17B — down 21% from $21.4B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new EW positions and 105 closed out — a net gain of 4 holders — while 231 added to existing stakes and 255 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $376M. The largest seller was Fidelity Investments, cutting an estimated $374M.
- 686 institutional investors held Edwards Lifesciences (EW) as of Q4 2016, down from 693 in Q3 2016.
- Funds reported $17B of Edwards Lifesciences stock for Q4 2016, down 21% quarter-over-quarter.
- 109 funds opened new Edwards Lifesciences positions in Q4 2016 and 105 closed out, a net change of +4 holders.
- The largest Edwards Lifesciences buyer in Q4 2016 was AllianceBernstein, an estimated $376M added.
- The largest Edwards Lifesciences seller in Q4 2016 was Fidelity Investments, an estimated $374M sold.
Based on aggregated 13F filings for Q4 2016.