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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
QIM
401
Quantitative Investment Management
Virginia
$483K -$1.4M -58,200 -74%
SCM
402
Shelton Capital Management
Colorado
$477K -$899K -37,242 -65%
CIM
403
CenturyLink Investment Management
Colorado
$473K -$13.3K -552 -3%
BDF
404
Balasa Dinverno & Foltz
$455K -$13.9K -576 -3%
MERSOM
405
Municipal Employees' Retirement System of Michigan
Michigan
$455K
IIM
406
Ipswich Investment Management
Massachusetts
$453K +$32.6K +1,350 +8%
MC
407
Montag & Caldwell
Georgia
$452K +$11.6K +480 +3%
VFA
408
Voya Financial Advisors
Connecticut
$447K -$14.5K -600 -3%
PSUF
409
People's United Financial
Connecticut
$446K
CA
410
Commerzbank Aktiengesellschaft
Germany
$441K -$1.29M -53,532 -74%
HIM
411
Hillsdale Investment Management
Ontario, Canada
$441K
CL
412
CSS LLC
Illinois
$441K +$130K +5,400 +41%
HNB
413
Huntington National Bank
Ohio
$440K +$8.26K +342 +2%
Schroder Investment Management Group
414
Schroder Investment Management Group
United Kingdom
$432K -$9.54M -395,298 -96%
CSS
415
Cubist Systematic Strategies
Connecticut
$422K -$150K -6,234 -26%
EP
416
Edgestream Partners
New Jersey
$420K +$5.94K +246 +1%
IH
417
IFC Holdings
Florida
$419K
MFS
418
MSI Financial Services
Massachusetts
$416K +$61.7K +2,556 +17%
CI
419
Conning Inc
Connecticut
$401K -$29K -1,200 -7%
CS
420
Candriam SCA
Luxembourg
$389K -$16.5M -683,742 -98%
Jane Street
421
Jane Street
New York
$386K +$393K +16,302 New
MAM
422
Martingale Asset Management
Massachusetts
$385K -$13M -540,234 -97%
CC
423
Cognios Capital
Kansas
$385K
ECM
424
Endurant Capital Management
California
$384K -$1.22M -50,400 -76%
TCOTO
425
Trust Company of the Ozarks
Missouri
$380K

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.