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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
BAMCO Inc
401
BAMCO Inc
New York
$1.3M -$2.28M -60,423 -65%
GL
402
GLG LLC
New York
$1.26M -$62.3K -1,653 -5%
RJT
403
Raymond James Trust
Florida
$1.25M +$55.2K +1,467 +5%
Nordea Investment Management
404
Nordea Investment Management
Sweden
$1.24M +$40.1K +1,065 +4%
AP
405
Appleton Partners
Massachusetts
$1.21M +$369K +9,795 +48%
FWCM
406
Ferguson Wellman Capital Management
Oregon
$1.17M
CTA
407
Chesley Taft & Associates
Illinois
$1.17M +$1.09M +29,070 New
PCMI
408
Paradigm Capital Management Inc
New York
$1.16M -$237K -6,300 -18%
PAM
409
Princeton Alpha Management
New Jersey
$1.14M -$1.58M -41,832 -60%
Fifth Third Bancorp
410
Fifth Third Bancorp
Ohio
$1.12M +$40.9K +1,086 +4%
PAG
411
Private Advisor Group
New Jersey
$1.11M +$1.05M +27,993 New
GS
412
GAM Systematic
United Kingdom
$1.09M +$55.5K +1,473 +6%
PCM
413
Prelude Capital Management
New York
$1.09M +$287K +7,620 +39%
B
414
Barings
North Carolina
$1.05M -$945K -25,080 -49%
HCM
415
HMS Capital Management
Tennessee
$1.04M +$972K +25,809 New
EIM
416
Essex Investment Management
Massachusetts
$1.02M
MFBTD
417
MB Financial Bank - Trust Department
Illinois
$1.01M -$474K -12,597 -33%
PA
418
Profund Advisors
Maryland
$1.01M -$43.3K -1,149 -4%
V
419
Veritable
Delaware
$1.01M +$106K +2,805 +13%
VKH
420
Virtu KCG Holdings
New York
$1M -$773K -20,535 -45%
EA
421
Emerald Advisers
Pennsylvania
$988K
DAS
422
Dynamic Advisor Solutions
Arizona
$982K -$81.9K -2,175 -8%
BNP Paribas Financial Markets
423
BNP Paribas Financial Markets
France
$975K -$1.17M -31,080 -56%
EVM
424
Evelyn V. Moreno
$964K
BCM
425
Bayesian Capital Management
New York
$942K +$510K +13,536 +137%

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.