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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
P
426
Pitcairn
Pennsylvania
$933K -$25K -663 -3%
TMC
427
Trellus Management Company
Florida
$928K +$870K +23,100 New
IH
428
IFC Holdings
Florida
$922K -$39.5K -1,050 -4%
SFFS
429
Stonehage Fleming Financial Services
Jersey
$912K
RHBC
430
R.H. Bluestein & Co
Michigan
$909K +$141K +3,750 +20%
SPC
431
Sigma Planning Corp
Michigan
$861K +$512K +13,587 +174%
SC
432
Saturna Capital
Washington
$844K +$791K +21,000 New
IA
433
IFP Advisors
Florida
$837K +$169K +4,476 +27%
MFS
434
MSI Financial Services
Massachusetts
$836K -$8.36K -222 -1%
ASN
435
Advisory Services Network
Georgia
$832K +$780K +20,703 New
KRSITF
436
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$831K -$188K -4,983 -19%
IWA
437
Inspirion Wealth Advisors
Illinois
$826K
BDF
438
Balasa Dinverno & Foltz
$819K -$3.62K -96 -0.5%
HCM
439
Howland Capital Management
Massachusetts
$810K
MERSOM
440
Municipal Employees' Retirement System of Michigan
Michigan
$808K +$2.26K +60 +0.3%
BTS
441
BB&T Securities
Virginia
$804K +$98.1K +2,604 +15%
JIC
442
Johnson Investment Counsel
Ohio
$802K -$8.13K -216 -1%
KLWA
443
Kelly Lawrence W & Associates
California
$796K
Truist Financial
444
Truist Financial
North Carolina
$787K +$19.4K +516 +3%
SI
445
Stephens Inc
Arkansas
$779K +$32.7K +867 +5%
GGHC
446
Gilder Gagnon Howe & Co
New York
$777K +$728K +19,332 New
HCMT
447
Highland Capital Management (Texas)
Texas
$767K -$7.37M -195,603 -91%
ECM
448
Everence Capital Management
Indiana
$760K
VFA
449
Voya Financial Advisors
Connecticut
$760K +$4.97K +132 +0.7%
IIM
450
Ipswich Investment Management
Massachusetts
$756K +$31.1K +825 +5%

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.