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Edwards Lifesciences

692 hedge funds and large institutions have $18.1B invested in Edwards Lifesciences in 2016 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 263 increasing their positions, 253 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 43

44% more funds holding in top 10

Funds holding in top 10: 1623 (+7)

29% more call options, than puts

Call options by funds: $148M | Put options by funds: $115M

14% more capital invested

Capital invested by funds: $15.9B → $18.1B (+$2.19B)

5% more funds holding

Funds holding: 658692 (+34)

4% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 253

4.22% less ownership

Funds ownership: 260.73%256.52% (-4.2%)

Holders
692
Holders Change
+34
Holders Change %
+5.17%
% of All Funds
18.46%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.61%
New
86
Increased
263
Reduced
253
Closed
43
Calls
$148M
Puts
$115M
Net Calls
+$33.1M
Net Calls Change
-$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
451
Cypress Capital Group
Florida
$687K -$136K -3,987 -16%
IWA
452
Inspirion Wealth Advisors
Illinois
$683K -$15.4K -450 -2%
BDF
453
Balasa Dinverno & Foltz
$680K +$49.2K +1,437 +8%
AP
454
Appleton Partners
Massachusetts
$676K +$278K +8,130 +67%
JIC
455
Johnson Investment Counsel
Ohio
$671K
HCM
456
Howland Capital Management
Massachusetts
$670K -$7.59K -222 -1%
MERSOM
457
Municipal Employees' Retirement System of Michigan
Michigan
$666K +$9.24K +270 +1%
FRM
458
Fox Run Management
Connecticut
$658K -$41.1K -1,200 -6%
KLWA
459
Kelly Lawrence W & Associates
California
$658K
PCM
460
Prelude Capital Management
New York
$646K +$273K +7,977 +70%
LIA
461
LS Investment Advisors
Michigan
$643K -$21.7K -633 -3%
PC
462
Pier Capital
Connecticut
$643K +$27.3K +798 +4%
NIT
463
NumerixS Investment Technologies
British Columbia, Canada
$638K +$657K +19,200 New
Truist Financial
464
Truist Financial
North Carolina
$633K +$67.3K +1,968 +12%
ECM
465
Everence Capital Management
Indiana
$629K -$197K -5,760 -23%
RHBC
466
R.H. Bluestein & Co
Michigan
$627K +$103K +3,000 +19%
CL
467
CSS LLC
Illinois
$618K
SI
468
Stephens Inc
Arkansas
$615K -$38.2K -1,116 -6%
VFA
469
Voya Financial Advisors
Connecticut
$613K
DTL
470
Dynamic Technology Lab
Singapore
$611K +$302K +8,829 +92%
IIM
471
Ipswich Investment Management
Massachusetts
$598K
BC
472
Brinker Capital
Pennsylvania
$596K +$13K +381 +2%
Twin Tree Management
473
Twin Tree Management
Texas
$592K -$1.73M -50,520 -74%
Rafferty Asset Management
474
Rafferty Asset Management
New York
$584K -$1.22M -35,634 -67%
GAM
475
Gotham Asset Management
New York
$582K +$599K +17,511 New

EW Hedge Fund Activity: Q2 2016 in Review

692 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2016, worth a combined $18.1B — up 14% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new EW positions and 43 closed out — a net gain of 43 holders — while 263 added to existing stakes and 253 trimmed.

The largest buyer was Ameriprise, adding an estimated $168M. The largest seller was Royal London Asset Management, cutting an estimated $469M.

  • 692 institutional investors held Edwards Lifesciences (EW) as of Q2 2016, up from 658 in Q1 2016.
  • Funds reported $18.1B of Edwards Lifesciences stock for Q2 2016, up 14% quarter-over-quarter.
  • 86 funds opened new Edwards Lifesciences positions in Q2 2016 and 43 closed out, a net change of +43 holders.
  • The largest Edwards Lifesciences buyer in Q2 2016 was Ameriprise, an estimated $168M added.
  • The largest Edwards Lifesciences seller in Q2 2016 was Royal London Asset Management, an estimated $469M sold.

Based on aggregated 13F filings for Q2 2016.