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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
MHC
501
Meyer Handelman Company
New York
$439K
BRWA
502
B. Riley Wealth Advisors
Florida
$437K -$2.15K -63 -0.5%
SAM
503
SignalPoint Asset Management
Missouri
$434K
SM
504
Sciencast Management
New Jersey
$429K -$41.1K -1,200 -9%
Bank of Nova Scotia
505
Bank of Nova Scotia
Ontario, Canada
$428K -$4.2M -122,850 -91%
MBT
506
Montecito Bank & Trust
California
$424K +$437K +12,768 New
SCM
507
Stellar Capital Management
Arizona
$422K
PL
508
Parkwood LLC
Ohio
$419K
CWM
509
Concert Wealth Management
California
$416K -$11.7K -342 -3%
IB
510
Intrust Bank
Kansas
$412K -$157K -4,578 -27%
PFA
511
Pure Financial Advisors
California
$411K +$63.9K +1,869 +18%
SC
512
Scotia Capital
Ontario, Canada
$410K +$422K +12,324 New
CPS
513
Counsel Portfolio Services
Ontario, Canada
$409K -$61.6K -1,800 -13%
RIL
514
Rothschild Investment LLC
Illinois
$409K -$411 -12 -0.1%
AP
515
Advisor Partners
California
$405K +$10.8K +315 +3%
TRIM
516
Thompson Rubinstein Investment Management
Oregon
$400K
SLG
517
Stanley-Laman Group
Pennsylvania
$399K
Citigroup
518
Citigroup
New York
$396K -$1.37M -40,188 -77%
Pacer Advisors
519
Pacer Advisors
Pennsylvania
$395K +$28.4K +831 +8%
CLOS
520
Compagnie Lombard Odier SCmA
Switzerland
$391K
1SB
521
1ST Source Bank
Indiana
$390K +$25.7K +750 +7%
GS
522
Girard Securities
California
$388K +$5.13K +150 +1%
SBL
523
Sargent Bickham Lagudis
Colorado
$382K +$4.82K +141 +1%
PC
524
Palo Capital
California
$378K +$390K +11,400 New
OMCS
525
Old Mutual Customised Solutions
South Africa
$369K +$51.3K +1,500 +16%

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.