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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
RJT
376
Raymond James Trust
Florida
$598K +$143K +5,928 +31%
TMAM
377
Tokio Marine Asset Management
Japan
$590K -$22.7K -942 -4%
ECM
378
Everence Capital Management
Indiana
$585K
IWA
379
Inspirion Wealth Advisors
Illinois
$585K
AB
380
Amalgamated Bank
New York
$580K +$21.6K +894 +4%
PC
381
Pier Capital
Connecticut
$580K +$590K +24,462 New
CB
382
Commerce Bank
Missouri
$574K -$3.48K -144 -0.6%
EVM
383
Evelyn V. Moreno
$569K -$72.4K -3,000 -11%
SFU
384
Stonehage Fleming (UK)
United Kingdom
$565K
Citigroup
385
Citigroup
New York
$561K -$7.49M -310,230 -93%
SI
386
Stephens Inc
Arkansas
$561K +$11.9K +492 +2%
SG Americas Securities
387
SG Americas Securities
New York
$546K -$128K -5,286 -19%
CL
388
CIM LLC
New York
$538K -$7.39K -306 -1%
EHWM
389
Eads & Heald Wealth Management
Georgia
$534K -$19.8K -822 -4%
LIA
390
LS Investment Advisors
Michigan
$528K +$24.5K +1,014 +5%
PRCM
391
Pine River Capital Management
Minnesota
$526K +$536K +22,200 New
NAM
392
NTV Asset Management
West Virginia
$523K +$533K +22,080 New
FFA
393
First Foundation Advisors
California
$513K +$522K +21,642 New
JIC
394
Johnson Investment Counsel
Ohio
$511K
KRSITF
395
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$511K +$12K +498 +2%
GCP
396
GSA Capital Partners
United Kingdom
$508K -$810K -33,546 -61%
Nordea Investment Management
397
Nordea Investment Management
Sweden
$500K
RHBC
398
R.H. Bluestein & Co
Michigan
$497K
JFGIW
399
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$489K +$308K +12,780 +163%
Toronto Dominion Bank
400
Toronto Dominion Bank
Ontario, Canada
$487K +$66K +2,736 +15%

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.