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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
RJFSA
351
Raymond James Financial Services Advisors
Florida
$2.12M +$1.12M +29,628 +129%
BF
352
BOK Financial
Oklahoma
$2.06M +$687K +18,237 +55%
Cambridge Investment Research Advisors
353
Cambridge Investment Research Advisors
Iowa
$2.05M +$1.92M +51,093 New
TC
354
Telemus Capital
Michigan
$2.05M +$452K +12,000 +31%
ProShare Advisors
355
ProShare Advisors
Maryland
$2.04M -$968K -25,692 -34%
FMT
356
First Mercantile Trust
Tennessee
$2.03M -$81.8K -2,172 -4%
Twin Tree Management
357
Twin Tree Management
Texas
$2.02M +$1.23M +32,583 +183%
JDR
358
Jay D. Rosenbaum
$2.02M -$20.3K -540 -1%
SMDAM
359
Sumitomo Mitsui DS Asset Management
Japan
$1.99M -$5.2K -138 -0.3%
KRS
360
Kentucky Retirement Systems
Kentucky
$1.96M -$196K -5,214 -10%
CSS
361
Cubist Systematic Strategies
Connecticut
$1.92M -$5.52M -146,520 -75%
TG
362
TCW Group
California
$1.9M -$147K -3,900 -8%
UCFA
363
United Capital Financial Advisors
Texas
$1.89M -$39.3K -1,044 -2%
GIA
364
Gateway Investment Advisers
Ohio
$1.89M -$18.9K -501 -1%
TNBTD
365
Trustmark National Bank Trust Department
Mississippi
$1.87M -$6.33K -168 -0.4%
LMGAM
366
Liberty Mutual Group Asset Management
Massachusetts
$1.87M +$44.1K +1,170 +3%
WSCM
367
Wellington Shields Capital Management
New York
$1.84M +$45.2K +1,200 +3%
LPL Financial
368
LPL Financial
California
$1.84M -$144K -3,822 -8%
AHC
369
Anderson Hoagland & Co
Missouri
$1.82M +$1.71M +45,420 New
FB
370
Fulton Bank
Pennsylvania
$1.76M -$284K -7,554 -15%
SIM
371
Sentry Investment Management
Wisconsin
$1.7M +$130K +3,450 +9%
BRCM
372
Bright Rock Capital Management
Massachusetts
$1.69M
ACM
373
Asymmetry Capital Management
California
$1.68M -$1.62M -43,086 -51%
CIM
374
Calvert Investment Management
Maryland
$1.67M +$93.5K +2,484 +6%
SLI
375
Sumitomo Life Insurance
Japan
$1.67M +$456K +12,114 +41%

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.