We are live on ! Find out more
EW icon

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
Citigroup
351
Citigroup
New York
$1.53M -$1.08M -39,195 -43%
FB
352
Fulton Bank
Pennsylvania
$1.52M -$285K -10,317 -17%
LOAMS
353
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.52M +$225K +8,151 +19%
B
354
Barings
North Carolina
$1.51M – – –
Squarepoint
355
Squarepoint
New York
$1.5M -$1.5M -54,366 -52%
TG
356
TCW Group
California
$1.47M +$4.14K +150 +0.3%
FIM
357
Freedom Investment Management
Connecticut
$1.45M -$98K -3,552 -7%
SMDAM
358
Sumitomo Mitsui DS Asset Management
Japan
$1.44M +$20.1K +729 +2%
GIA
359
Gateway Investment Advisers
Ohio
$1.42M -$619K -22,419 -32%
COPPSERS
360
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.41M +$152K +5,493 +13%
ACM
361
Asymmetry Capital Management
California
$1.39M -$2.6M -94,350 -67%
Teacher Retirement System of Texas
362
Teacher Retirement System of Texas
Texas
$1.35M +$543K +19,695 +75%
Walleye Trading
363
Walleye Trading
New York
$1.32M +$345K +12,510 +38%
GS
364
GAM Systematic
United Kingdom
$1.3M +$356K +12,900 +41%
SBH
365
Segall Bryant & Hamill
Illinois
$1.27M +$116K +4,200 +11%
LSERS
366
Louisiana State Employees Retirement System
Louisiana
$1.27M -$57.9K -2,100 -5%
NLI
367
Nippon Life Insurance
Japan
$1.26M -$292K -10,572 -20%
EA
368
Euclid Advisors
Connecticut
$1.24M -$436K -15,810 -27%
LMGAM
369
Liberty Mutual Group Asset Management
Massachusetts
$1.24M +$121K +4,377 +12%
BRCM
370
Bright Rock Capital Management
Massachusetts
$1.24M – – –
ACM
371
Atika Capital Management
New York
$1.23M +$1.16M +42,000 New
FP
372
Foundry Partners
Minnesota
$1.23M +$1.16M +41,865 New
Point72 Asset Management
373
Point72 Asset Management
Connecticut
$1.21M -$11.3M -408,300 -91%
HCM
374
Highbridge Capital Management
New York
$1.19M -$107K -3,867 -9%
TI
375
Trexquant Investment
Connecticut
$1.19M +$726K +26,328 +186%
13 14
15
16 17

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.