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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
AIM
501
Assured Investment Management
New York
$100K +$102K +4,212 New
GLI
502
Guardian Life Insurance
New York
$89K +$22.6K +936 +33%
TFA
503
Transamerica Financial Advisors
Florida
$85K -$579 -24 -0.7%
PO
504
Private Ocean
California
$82K
DSC
505
Duncker Streett & Co
Missouri
$78K
MWP
506
MYCIO Wealth Partners
Pennsylvania
$77K -$3.33K -138 -4%
QCG
507
Quadrant Capital Group
Ohio
$72K -$3.04K -126 -4%
TWA
508
TCI Wealth Advisors
Arizona
$71K +$14.5K +600 +25%
TF
509
Tompkins Financial
New York
$70K +$21.7K +900 +44%
WRM
510
Westport Resources Management
Connecticut
$64K -$9.41K -390 -13%
VanEck Associates
511
VanEck Associates
New York
$64K +$9.56K +396 +17%
CFA
512
Carroll Financial Associates
North Carolina
$59K
PFSC
513
Peoples Financial Services Corp
Pennsylvania
$57K
IMS
514
Index Management Solutions
Pennsylvania
$53K -$724 -30 -1%
PHK
515
Point72 Hong Kong
Hong Kong
$51K +$52.1K +2,160 New
ED
516
Exane Derivatives
France
$49K +$50K +2,070 New
RWA
517
Ropes Wealth Advisors
Massachusetts
$45K +$23.2K +960 +100%
SAMC
518
Shinko Asset Management Company
Japan
$43K -$4.34K -180 -9%
HI
519
Hudock Inc
Pennsylvania
$39K
LNB
520
Ledyard National Bank
$34K
TC
521
Trust Company
Kansas
$34K
PFBT
522
Parkside Financial Bank & Trust
Missouri
$30K +$30.6K +1,266 New
TCM
523
Tradewinds Capital Management
Washington
$28K
BFEC
524
Benjamin F. Edwards & Company
Missouri
$28K +$14.5K +600 +100%
FFC
525
First Financial Corp
Indiana
$27K

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.