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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
QIM
426
Quantitative Investment Management
Virginia
-$483K -43,200 Closed
FIM
427
Freedom Investment Management
Connecticut
-$415K -37,026 Closed
BIC
428
Beach Investment Counsel
Pennsylvania
-$393K -35,100 Closed
KeyBank National Association
429
KeyBank National Association
Ohio
-$344K -30,732 Closed
TC
430
TFS Capital
Pennsylvania
-$297K -26,556 Closed
Truist Financial
431
Truist Financial
North Carolina
-$269K -24,048 Closed
Thrivent Financial for Lutherans
432
Thrivent Financial for Lutherans
Minnesota
-$269 -24,000 Closed
ANI
433
American National Insurance
Texas
-$262K -23,352 Closed
VRS
434
Virginia Retirement Systems
Virginia
-$241K -21,522 Closed
BIG
435
Blackthorn Investment Group
Kansas
-$238K -21,252 Closed
QI
436
QS Investors
New York
-$235K -21,000 Closed
TSW
437
Thompson Siegel & Walmsley
Virginia
-$148K -13,200 Closed
TC
438
TradeLink Capital
Illinois
-$74K -6,600 Closed
CW
439
Cobiz Wealth
Colorado
-$27K -2,400 Closed
PP
440
Palladium Partners
Virginia
-$22K -1,920 Closed
QT
441
Quantbot Technologies
New York
-$13K -1,200 Closed
ST
442
Stifel Trust
Missouri
-$10K -840 Closed
KLWA
443
Kelly Lawrence W & Associates
California
-$7K -600 Closed
Bessemer Group
444
Bessemer Group
New Jersey
-$3K -234 Closed
SFSIG
445
San Francisco Sentry Investment Group
California
-$2K -180 Closed
PFO
446
Pathstone Family Office
New Jersey
-$1K -126 Closed
MFS
447
MSI Financial Services
Massachusetts
+$140 +12 New

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.