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Edwards Lifesciences
EW

658 hedge funds and large institutions have $15.9B invested in Edwards Lifesciences in 2016 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 220 increasing their positions, 243 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 39

52% more call options, than puts

Call options by funds: $175M | Put options by funds: $115M

9% more funds holding

Funds holding: 604 → 658 (+54)

6% more ownership

Funds ownership: 254.73% → 260.73% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 16 → 16 (0)

9% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 243

6% less capital invested

Capital invested by funds: $16.9B → $15.9B (-$1.06B)

Holders
658
Holders Change
+54
Holders Change %
+8.94%
% of All Funds
17.53%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
102
Increased
220
Reduced
243
Closed
39
Calls
$175M
Puts
$115M
Net Calls
+$59.8M
Net Calls Change
+$20.1M

Top Buyers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$378M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$245M
3
Ameriprise
Ameriprise
Minnesota
+$191M
4
WBC
Westpac Banking Corp
Australia
+$97.8M
5
WRF
Waddell & Reed Financial
Kansas
+$73M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$2.46B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$346M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$100M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$91.2M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$87M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mitsubishi UFJ Asset Management
276
Mitsubishi UFJ Asset Management
Japan
$2.76M +$227K +8,235 +10%
Envestnet Asset Management
277
Envestnet Asset Management
Illinois
$2.71M -$410K -14,871 -14%
VKH
278
Virtu KCG Holdings
New York
$2.71M -$44.6K -1,617 -2%
NA
279
Navellier & Associates
Nevada
$2.62M +$1.03M +37,317 +72%
FTIOP
280
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.59M +$2.43M +88,005 New
IRF
281
IBM Retirement Fund
New York
$2.55M -$2M -72,507 -46%
Fiera Capital (Canada)
282
Fiera Capital (Canada)
Quebec, Canada
$2.52M -$679K -24,600 -22%
MSA
283
Mason Street Advisors
Wisconsin
$2.52M +$33.5K +1,215 +1%
TRSOTSOK
284
Teachers Retirement System of the State of Kentucky
Kentucky
$2.5M – – –
Asset Management One
285
Asset Management One
Japan
$2.5M +$3.73K +135 +0.2%
SDIC
286
South Dakota Investment Council
South Dakota
$2.47M -$1.56M -56,400 -40%
TCM
287
Tributary Capital Management
Nebraska
$2.45M – – –
WCBA
288
Weaver C. Barksdale & Associates
Tennessee
$2.45M +$2.3M +83,307 New
Janus Henderson Group
289
Janus Henderson Group
United Kingdom
$2.42M – – –
Jane Street
290
Jane Street
New York
$2.37M +$1.29M +46,644 +138%
NIMI
291
Natixis Investment Managers International
France
$2.35M +$1.27M +45,918 +135%
MHIC
292
Marble Harbor Investment Counsel
Massachusetts
$2.29M – – –
MC
293
Moors & Cabot
Massachusetts
$2.29M -$31.9K -1,155 -1%
LTFS
294
Ladenburg Thalmann Financial Services
Florida
$2.27M +$694K +25,167 +48%
ProShare Advisors
295
ProShare Advisors
Maryland
$2.24M -$1.52M -55,155 -42%
WCM
296
Washington Capital Management
Washington
$2.21M -$451K -16,344 -18%
FCI
297
Financial Counselors Inc
Kansas
$2.19M -$993 -36 -0%
SAS
298
Spectrum Advisory Services
Georgia
$2.14M – – –
CAM
299
Capstone Asset Management
Texas
$2.11M -$96K -3,480 -5%
NMERB
300
New Mexico Educational Retirement Board
New Mexico
$2.1M +$41.4K +1,500 +2%
10 11
12
13 14

EW Hedge Fund Activity: Q1 2016 in Review

658 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2016, worth a combined $15.9B — down 6.2% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new EW positions and 39 closed out — a net gain of 63 holders — while 220 added to existing stakes and 243 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $378M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $2.46B sold.

  • 658 institutional investors held Edwards Lifesciences (EW) as of Q1 2016, up from 604 in Q4 2015.
  • Funds reported $15.9B of Edwards Lifesciences stock for Q1 2016, down 6.2% quarter-over-quarter.
  • 102 funds opened new Edwards Lifesciences positions in Q1 2016 and 39 closed out, a net change of +63 holders.
  • The largest Edwards Lifesciences buyer in Q1 2016 was Royal London Asset Management, an estimated $378M added.
  • The largest Edwards Lifesciences seller in Q1 2016 was Americafirst Capital Management, an estimated $2.46B sold.

Based on aggregated 13F filings for Q1 2016.