We are live on ! Find out more
EW icon

Edwards Lifesciences

568 hedge funds and large institutions have $14.6B invested in Edwards Lifesciences in 2015 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 211 increasing their positions, 198 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 1018 (+8)

67% more call options, than puts

Call options by funds: $129M | Put options by funds: $77.2M

20% more capital invested

Capital invested by funds: $12.2B → $14.6B (+$2.41B)

13.84% more ownership

Funds ownership: 478.76%492.61% (+14%)

7% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 198

10% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 63

2% less funds holding

Funds holding: 578568 (-10)

Holders
568
Holders Change
-10
Holders Change %
-1.73%
% of All Funds
15.86%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.5%
New
57
Increased
211
Reduced
198
Closed
63
Calls
$129M
Puts
$77.2M
Net Calls
+$51.5M
Net Calls Change
+$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SBH
351
Segall Bryant & Hamill
Illinois
$933K
SCM
352
Sterling Capital Management
North Carolina
$931K +$262K +10,842 +38%
TCP
353
TAMRO Capital Partners
Virginia
$896K -$942K -39,024 -51%
LTFS
354
Ladenburg Thalmann Financial Services
Florida
$882K +$115K +4,764 +15%
NB
355
Norinchukin Bank
Japan
$874K +$8.83K +366 +1%
MIP
356
Marietta Investment Partners
Wisconsin
$870K +$794K +32,910 New
SIM
357
Sentry Investment Management
Wisconsin
$850K
NRS
358
Neville Rodie & Shaw
New York
$773K
DAS
359
Dynamic Advisor Solutions
Arizona
$763K +$777K +32,202 New
SLI
360
Sumitomo Life Insurance
Japan
$759K -$19.6K -810 -2%
CCG
361
Cypress Capital Group
Florida
$736K +$7.1K +294 +1%
UCFA
362
United Capital Financial Advisors
Texas
$725K +$168K +6,972 +29%
FWCM
363
Ferguson Wellman Capital Management
Oregon
$719K
USGIU
364
U.S. Global Investors (USGI)
Texas
$711K
RCM
365
Reynolds Capital Management
Nevada
$711K +$159K +6,600 +28%
HCM
366
Howland Capital Management
Massachusetts
$701K
PCMI
367
Paradigm Capital Management Inc
New York
$697K -$43.4K -1,800 -6%
NI
368
Numeric Investors
Massachusetts
$682K -$52.1M -2,159,700 -99%
1SB
369
1ST Source Bank
Indiana
$661K +$430K +17,820 +177%
KLWA
370
Kelly Lawrence W & Associates
California
$654K
Tudor Investment Corp
371
Tudor Investment Corp
Connecticut
$644K +$106K +4,374 +19%
MFS
372
Monetta Financial Services
Illinois
$640K
PSC
373
Piper Sandler & Co
Minnesota
$640K +$652K +27,000 New
PL
374
Parkwood LLC
Ohio
$631K -$212K -8,784 -25%
ICM
375
IMS Capital Management
Oregon
$631K

EW Hedge Fund Activity: Q3 2015 in Review

568 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2015, worth a combined $14.6B — up 20% from $12.2B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of EW and 57 opened new positions — a net loss of 6 holders — while 198 trimmed existing stakes and 211 added.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $299M. The largest seller was Wellington Management Group, cutting an estimated $161M.

  • 568 institutional investors held Edwards Lifesciences (EW) as of Q3 2015, down from 578 in Q2 2015.
  • Funds reported $14.6B of Edwards Lifesciences stock for Q3 2015, up 20% quarter-over-quarter.
  • 57 funds opened new Edwards Lifesciences positions in Q3 2015 and 63 closed out, a net change of -6 holders.
  • The largest Edwards Lifesciences buyer in Q3 2015 was Winslow Capital Management, an estimated $299M added.
  • The largest Edwards Lifesciences seller in Q3 2015 was Wellington Management Group, an estimated $161M sold.

Based on aggregated 13F filings for Q3 2015.