We are live on ! Find out more
EW icon

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
SAM
401
Solaris Asset Management
New York
$3K -$354K -30,300 -99%
NIM
402
NuWave Investment Management
New Jersey
$3K -$1.33K -114 -32%
JFA
403
JNBA Financial Advisors
Minnesota
$3K
Victory Capital Management
404
Victory Capital Management
Texas
$3K +$4K +342 New
CAW
405
Cornerstone Advisors (Washington)
Washington
$2K
HFM
406
Hartford Financial Management
Connecticut
$2K
TIM
407
Tortoise Investment Management
New York
$1K
ITIM
408
Indiana Trust & Investment Management
Indiana
$1K +$842 +72 New
SAM
409
Sectoral Asset Management
Quebec, Canada
-$118M -10,551,822 Closed
SO
410
STRS Ohio
Ohio
-$18M -1,605,000 Closed
CC
411
Curian Capital
Colorado
-$10.1M -906,006 Closed
LCM
412
Logan Capital Management
Pennsylvania
-$15.2M -882,474 Closed
MWNA
413
Marshall Wace North America
New York
-$4.1M -365,922 Closed
Los Angeles Capital Management
414
Los Angeles Capital Management
California
-$2.64M -236,010 Closed
SSWM
415
Sheets Smith Wealth Management
North Carolina
-$2.16M -193,200 Closed
AI
416
Analytic Investors
California
-$1.77M -158,142 Closed
CCM
417
Credo Capital Management
Maryland
-$1.44M -128,688 Closed
SG
418
Somerset Group
Minnesota
-$1.37M -122,286 Closed
NMERB
419
New Mexico Educational Retirement Board
New Mexico
-$1.22M -109,080 Closed
AIP
420
Ameritas Investment Partners
Nebraska
-$1.02M -90,864 Closed
NBC
421
Neuberger Berman Canada
Ontario, Canada
-$970K -86,580 Closed
Twin Tree Management
422
Twin Tree Management
Texas
-$691K -61,662 Closed
MC
423
Montag & Caldwell
Georgia
-$658K -58,770 Closed
N
424
Nuveen
North Carolina
-$595K -53,100 Closed
WBC
425
Westpac Banking Corp
Australia
-$574K -47,946 Closed

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.