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Edwards Lifesciences

409 hedge funds and large institutions have $6.58B invested in Edwards Lifesciences in 2013 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 141 increasing their positions, 126 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $133M | Put options by funds: $64M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

100% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 38

12% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 126

9% more funds holding

Funds holding: 375409 (+34)

4% less capital invested

Capital invested by funds: $6.87B → $6.58B (-$289M)

37.68% less ownership

Funds ownership: 543.89%506.22% (-38%)

Holders
409
Holders Change
+34
Holders Change %
+9.07%
% of All Funds
13.26%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
76
Increased
141
Reduced
126
Closed
38
Calls
$133M
Puts
$64M
Net Calls
+$68.5M
Net Calls Change
-$6.23M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
351
Bartlett & Co
Ohio
$84K
MA
352
MUFG Americas
New York
$76K -$15.2M -1,301,364 -99%
WA
353
WFG Advisors
Texas
$73K
JFGIW
354
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70K +$70.2K +6,000 New
ST
355
Spot Trading
Illinois
$70K +$70.2K +6,000 New
LIA
356
LS Investment Advisors
Michigan
$69K +$31.8K +2,718 +83%
SF
357
Synovus Financial
Georgia
$67K
ST
358
Smithfield Trust
Pennsylvania
$66K
GIS
359
Guardian Investor Services
New York
$63K -$1.54K -132 -2%
OSNBOA
360
Old Second National Bank of Aurora
Illinois
$63K
FNBT
361
FineMark National Bank & Trust
Florida
$60K
Robeco Institutional Asset Management
362
Robeco Institutional Asset Management
Netherlands
$49K
Fifth Third Bancorp
363
Fifth Third Bancorp
Ohio
$45K -$6.74K -576 -13%
Northwestern Mutual Wealth Management
364
Northwestern Mutual Wealth Management
Wisconsin
$44K
SAMC
365
Shinko Asset Management Company
Japan
$42K
DSC
366
Duncker Streett & Co
Missouri
$38K
RIA
367
Regal Investment Advisors
Michigan
$38K +$3.51K +300 +10%
MAM
368
Mark Asset Management
New York
$38K +$38.6K +3,300 New
LWCFA
369
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36K -$14K -1,200 -28%
PTC
370
Private Trust Company
Ohio
$36K +$5.54K +474 +18%
JIC
371
Joel Isaacson & Co
New York
$33K
FFC
372
First Financial Corp
Indiana
$30K
SSB
373
Sandy Spring Bank
Maryland
$28K -$28.1K -2,400 -50%
CFA
374
Carroll Financial Associates
North Carolina
$28K
TWA
375
TCI Wealth Advisors
Arizona
$28K

EW Hedge Fund Activity: Q3 2013 in Review

409 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2013, worth a combined $6.58B — down 4.2% from $6.87B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new EW positions and 38 closed out — a net gain of 38 holders — while 141 added to existing stakes and 126 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $81.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $531M.

  • 409 institutional investors held Edwards Lifesciences (EW) as of Q3 2013, up from 375 in Q2 2013.
  • Funds reported $6.58B of Edwards Lifesciences stock for Q3 2013, down 4.2% quarter-over-quarter.
  • 76 funds opened new Edwards Lifesciences positions in Q3 2013 and 38 closed out, a net change of +38 holders.
  • The largest Edwards Lifesciences buyer in Q3 2013 was Goldman Sachs, an estimated $81.9M added.
  • The largest Edwards Lifesciences seller in Q3 2013 was T. Rowe Price Associates, an estimated $531M sold.

Based on aggregated 13F filings for Q3 2013.