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Edwards Lifesciences

693 hedge funds and large institutions have $21.4B invested in Edwards Lifesciences in 2016 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 237 increasing their positions, 263 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 2333 (+10)

30% more call options, than puts

Call options by funds: $114M | Put options by funds: $87.6M

19% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 63

18% more capital invested

Capital invested by funds: $18.1B → $21.4B (+$3.33B)

0% more funds holding

Funds holding: 692693 (+1)

0.4% less ownership

Funds ownership: 256.52%256.11% (-0.4%)

10% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 263

Holders
693
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
18.49%
Holding in Top 10
33
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+43.48%
% of All Funds
0.88%
New
75
Increased
237
Reduced
263
Closed
63
Calls
$114M
Puts
$87.6M
Net Calls
+$26.6M
Net Calls Change
-$6.57M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
276
Edgestream Partners
New Jersey
$3.66M +$3.43M +91,185 New
MLL
277
Moody Lynn & Lieberson
Massachusetts
$3.59M +$1.58M +41,970 +89%
Canada Pension Plan Investment Board
278
Canada Pension Plan Investment Board
Ontario, Canada
$3.58M -$1.71M -45,300 -34%
XK
279
Xact Kapitalforvaltning
Sweden
$3.51M +$3.29M +87,243 New
RIG
280
Roosevelt Investment Group
New York
$3.48M +$371K +9,861 +13%
MSA
281
Mason Street Advisors
Wisconsin
$3.47M +$31.1K +825 +1%
HMS
282
Hanseatic Management Services
New Mexico
$3.47M +$54.2K +1,440 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
283
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.46M -$237K -6,300 -7%
Handelsbanken Fonder
284
Handelsbanken Fonder
Sweden
$3.44M +$3.22M +85,500 New
Fidelity International
285
Fidelity International
Bermuda
$3.43M
TRSOTSOK
286
Teachers Retirement System of the State of Kentucky
Kentucky
$3.42M
AIP
287
Ameritas Investment Partners
Nebraska
$3.42M +$782K +20,769 +32%
SDIC
288
South Dakota Investment Council
South Dakota
$3.38M
UB
289
UMB Bank
Missouri
$3.33M -$445K -11,820 -12%
UFF
290
USA Financial Formulas
Michigan
$3.28M +$88.4K +2,346 +3%
OTPPB
291
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.25M -$2.46M -65,262 -45%
MC
292
Maverick Capital
Texas
$3.24M -$610K -16,200 -17%
Stifel Financial
293
Stifel Financial
Missouri
$3.22M -$2.39M -63,531 -44%
CAM
294
Capstone Asset Management
Texas
$3.22M +$38.4K +1,020 +1%
William Blair & Company
295
William Blair & Company
Illinois
$3.19M +$600K +15,927 +25%
KIG
296
Kessler Investment Group
Indiana
$3.16M +$172K +4,578 +6%
MHIC
297
Marble Harbor Investment Counsel
Massachusetts
$3.12M -$18.1K -480 -0.6%
HI
298
HBK Investments
Texas
$3.1M -$14.8M -393,183 -84%
MC
299
Moors & Cabot
Massachusetts
$3.01M -$33.9K -900 -1%
FMII
300
Farmers & Merchants Investments Inc
Nebraska
$2.99M +$233K +6,198 +9%

EW Hedge Fund Activity: Q3 2016 in Review

693 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2016, worth a combined $21.4B — up 18% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new EW positions and 63 closed out — a net gain of 12 holders — while 237 added to existing stakes and 263 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $163M. The largest seller was Fidelity Investments, cutting an estimated $185M.

  • 693 institutional investors held Edwards Lifesciences (EW) as of Q3 2016, up from 692 in Q2 2016.
  • Funds reported $21.4B of Edwards Lifesciences stock for Q3 2016, up 18% quarter-over-quarter.
  • 75 funds opened new Edwards Lifesciences positions in Q3 2016 and 63 closed out, a net change of +12 holders.
  • The largest Edwards Lifesciences buyer in Q3 2016 was Citadel Advisors, an estimated $163M added.
  • The largest Edwards Lifesciences seller in Q3 2016 was Fidelity Investments, an estimated $185M sold.

Based on aggregated 13F filings for Q3 2016.