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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
RIL
451
Rothschild Investment LLC
Illinois
$292K
TRIM
452
Thompson Rubinstein Investment Management
Oregon
$285K
W
453
Wealthfront
California
$285K +$49.5K +2,052 +21%
COI
454
Connable Office Inc
Michigan
$284K
LG
455
LaFleur & Godfrey
Michigan
$284K
MA
456
MUFG Americas
New York
$284K
SLG
457
Stanley-Laman Group
Pennsylvania
$284K
PAM
458
PartnerRe Asset Management
Connecticut
$277K +$434 +18 +0.2%
CTC
459
Central Trust Company
Missouri
$275K +$270K +11,190 +2,664%
FIM
460
Freedom Investment Management
Connecticut
$272K -$528K -21,858 -43%
AP
461
Advisor Partners
California
$268K +$7.82K +324 +3%
AIM
462
Aspen Investment Management
Michigan
$262K +$4.34K +180 +2%
SFPIA
463
Stevens First Principles Investment Advisors
California
$258K
GLRA
464
Gerald L. Ray & Associates
Texas
$256K +$14.5K +600 +6%
MIC
465
MU Investments Company
Japan
$255K -$109K -4,500 -29%
FA
466
FDx Advisors
Illinois
$251K +$8.98K +372 +4%
PFA
467
Pure Financial Advisors
California
$240K
AP
468
AHL Partners
United Kingdom
$238K -$8.68M -359,694 -97%
Simplex Trading
469
Simplex Trading
Illinois
$233K +$47.9K +1,986 +25%
RFC
470
Regions Financial Corp
Alabama
$229K -$3.19K -132 -1%
OMCS
471
Old Mutual Customised Solutions
South Africa
$227K
QI
472
Quotient Investors
New York
$224K -$409K -16,938 -64%
LJHT
473
Laurie J. Hall Trustee
$219K -$7.24K -300 -3%
IB
474
Intrust Bank
Kansas
$214K +$218K +9,018 New
JG
475
Jefferies Group
New York
$213K -$895K -37,086 -80%

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.