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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
AWCI
326
Alpine Woods Capital Investors
New York
$1.79M – – –
LSA
327
L & S Advisors
California
$1.78M -$2.93M -106,341 -64%
WAM
328
World Asset Management
Michigan
$1.78M -$227K -8,214 -12%
QIM
329
Quantitative Investment Management
Virginia
$1.78M +$1.41M +51,000 +531%
Handelsbanken Fonder
330
Handelsbanken Fonder
Sweden
$1.76M -$1.87M -67,695 -53%
SGH
331
Sivik Global Healthcare
Connecticut
$1.76M +$1.66M +60,000 New
WSCM
332
Wellington Shields Capital Management
New York
$1.75M +$1.65M +59,700 New
KRS
333
Kentucky Retirement Systems
Kentucky
$1.74M +$276K +9,993 +20%
GHA
334
Garcia Hamilton & Associates
Texas
$1.73M +$1.62M +58,716 New
FMT
335
First Mercantile Trust
Tennessee
$1.72M +$446K +16,182 +38%
ST
336
Spot Trading
Illinois
$1.7M +$830K +30,078 +108%
NPT
337
Nixon Peabody Trust
Massachusetts
$1.69M -$42.6K -1,545 -3%
BFIM
338
Beese Fulmer Investment Management
Ohio
$1.67M +$1.32M +47,826 New
SG Americas Securities
339
SG Americas Securities
New York
$1.66M -$1.68M -60,918 -52%
Commonwealth Equity Services
340
Commonwealth Equity Services
Massachusetts
$1.66M -$13.3K -483 -0.8%
BA
341
Bridgewater Associates
Connecticut
$1.66M +$1.56M +56,400 New
FMII
342
Farmers & Merchants Investments Inc
Nebraska
$1.65M -$568K -20,598 -27%
CEP
343
Chicago Equity Partners
Illinois
$1.62M -$5.18M -187,620 -77%
UB
344
UMB Bank
Missouri
$1.61M +$1.51M +54,618 New
TNBTD
345
Trustmark National Bank Trust Department
Mississippi
$1.59M +$128K +4,635 +9%
JDR
346
Jay D. Rosenbaum
$1.58M -$189K -6,840 -11%
Rafferty Asset Management
347
Rafferty Asset Management
New York
$1.56M +$1.47M +53,202 New
CIBC World Market
348
CIBC World Market
Ontario, Canada
$1.55M -$3.25M -117,765 -69%
MACM
349
March Altus Capital Management
Connecticut
$1.54M -$1.73M -62,637 -54%
William Blair & Company
350
William Blair & Company
Illinois
$1.54M +$380K +13,785 +36%
12 13
14
15 16

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.