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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
FAM
26
Fred Alger Management
New York
$187M -$19.7M -522,306 -10%
Renaissance Technologies
27
Renaissance Technologies
New York
$178M -$83.3M -2,212,182 -33%
Bank of America
28
Bank of America
North Carolina
$173M +$20.5M +544,482 +14%
American Century Companies
29
American Century Companies
Missouri
$173M +$1.04M +27,684 +0.6%
O
30
OrbiMed
New York
$166M +$97.4M +2,585,400 +169%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$163M -$7.01M -186,036 -4%
BA
32
BlackRock Advisors
Delaware
$146M -$9.46M -251,304 -6%
AQR Capital Management
33
AQR Capital Management
Connecticut
$144M -$19.4M -514,458 -13%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$138M +$63K +1,674 +0%
AllianceBernstein
35
AllianceBernstein
Tennessee
$125M -$12.2M -322,794 -9%
Legal & General Group
36
Legal & General Group
United Kingdom
$116M -$2.36M -62,637 -2%
PHS
37
PFM Health Sciences
California
$109M -$22.6M -601,314 -18%
JP Morgan Chase
38
JP Morgan Chase
New York
$109M -$20.9M -555,282 -17%
WBC
39
Westpac Banking Corp
Australia
$109M -$9.54M -253,341 -9%
HM
40
HealthCor Management
New York
$109M -$67.8M -1,800,000 -40%
GA
41
Geneva Advisors
Illinois
$108M +$2.46M +65,193 +2%
Millennium Management
42
Millennium Management
New York
$107M -$32.9M -873,300 -25%
Massachusetts Financial Services
43
Massachusetts Financial Services
Massachusetts
$106M +$73.8M +1,960,209 +291%
Allianz Asset Management
44
Allianz Asset Management
Germany
$103M -$2.54M -67,392 -3%
FCM
45
Frontier Capital Management
Massachusetts
$101M +$26M +690,336 +38%
Adage Capital Partners
46
Adage Capital Partners
Massachusetts
$100M -$25.7M -683,100 -21%
TA
47
Teachers Advisors
New York
$99.7M +$884K +23,478 +1%
Wells Fargo
48
Wells Fargo
California
$98M +$9.52M +252,669 +12%
WG
49
Winton Group
United Kingdom
$82.4M -$7.9M -209,649 -9%
Charles Schwab
50
Charles Schwab
California
$77.3M +$4.97M +132,012 +7%

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.