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Edwards Lifesciences

604 hedge funds and large institutions have $16.9B invested in Edwards Lifesciences in 2015 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 173 increasing their positions, 246 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 46

80% more call options, than puts

Call options by funds: $89.6M | Put options by funds: $49.8M

16% more capital invested

Capital invested by funds: $14.6B → $16.9B (+$2.31B)

6% more funds holding

Funds holding: 568604 (+36)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

30% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 246

237.88% less ownership

Funds ownership: 492.61%254.73% (-238%)

Holders
604
Holders Change
+36
Holders Change %
+6.34%
% of All Funds
15.84%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.42%
New
89
Increased
173
Reduced
246
Closed
46
Calls
$89.6M
Puts
$49.8M
Net Calls
+$39.8M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
401
Advisory Services Network
Georgia
$562K +$160K +6,180 +41%
CCG
402
Cypress Capital Group
Florida
$557K -$257K -9,900 -32%
IWA
403
Inspirion Wealth Advisors
Illinois
$553K -$96.3K -3,708 -15%
RHBC
404
R.H. Bluestein & Co
Michigan
$552K
P
405
Pitcairn
Pennsylvania
$550K +$542K +20,886 New
LIA
406
LS Investment Advisors
Michigan
$548K -$38.1K -1,467 -7%
HFS
407
HL Financial Services
Kentucky
$544K -$2.83M -108,876 -84%
VFA
408
Voya Financial Advisors
Connecticut
$541K +$26.3K +1,014 +5%
HCM
409
Howland Capital Management
Massachusetts
$531K -$245K -9,420 -32%
Nordea Investment Management
410
Nordea Investment Management
Sweden
$528K -$26.5K -1,020 -5%
TMAM
411
Tokio Marine Asset Management
Japan
$524K -$129K -4,962 -20%
Toronto Dominion Bank
412
Toronto Dominion Bank
Ontario, Canada
$522K -$18.4K -708 -3%
KLWA
413
Kelly Lawrence W & Associates
California
$521K -$203K -7,800 -28%
SI
414
Stephens Inc
Arkansas
$521K -$101K -3,882 -16%
FFA
415
First Foundation Advisors
California
$521K -$48.1K -1,854 -9%
JIC
416
Johnson Investment Counsel
Ohio
$518K -$49.9K -1,920 -9%
AB
417
Amalgamated Bank
New York
$514K -$129K -4,953 -20%
MERSOM
418
Municipal Employees' Retirement System of Michigan
Michigan
$512K +$6.23K +240 +1%
MC
419
Montag & Caldwell
Georgia
$512K +$8.88K +342 +2%
BDF
420
Balasa Dinverno & Foltz
$500K -$4.83K -186 -1%
SCM
421
Shelton Capital Management
Colorado
$499K -$31.2K -1,200 -6%
CLOS
422
Compagnie Lombard Odier SCmA
Switzerland
$498K +$164K +6,300 +50%
GT
423
Glenview Trust
Kentucky
$493K +$486K +18,732 New
CL
424
CSS LLC
Illinois
$490K
MFS
425
MSI Financial Services
Massachusetts
$485K +$22.7K +876 +5%

EW Hedge Fund Activity: Q4 2015 in Review

604 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2015, worth a combined $16.9B — up 16% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new EW positions and 46 closed out — a net gain of 43 holders — while 173 added to existing stakes and 246 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $716M. The largest seller was Citadel Advisors, cutting an estimated $311M.

  • 604 institutional investors held Edwards Lifesciences (EW) as of Q4 2015, up from 568 in Q3 2015.
  • Funds reported $16.9B of Edwards Lifesciences stock for Q4 2015, up 16% quarter-over-quarter.
  • 89 funds opened new Edwards Lifesciences positions in Q4 2015 and 46 closed out, a net change of +43 holders.
  • The largest Edwards Lifesciences buyer in Q4 2015 was State Street, an estimated $716M added.
  • The largest Edwards Lifesciences seller in Q4 2015 was Citadel Advisors, an estimated $311M sold.

Based on aggregated 13F filings for Q4 2015.