We are live on ! Find out more
EW icon

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
GAM
526
Gemmer Asset Management
California
$26K
MGIA
527
Moneta Group Investment Advisors
Missouri
$25K +$25.6K +1,062 New
First Manhattan
528
First Manhattan
New York
$22K
SIG
529
Stanford Investment Group
California
$22K +$22.3K +924 New
LWCFA
530
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K
BAM
531
Barrett Asset Management
New York
$16K
M
532
MOTCO
Texas
$16K
Manulife (Manufacturers Life Insurance)
533
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.9K +$435K +18,042 +3%
DADC
534
D.A. Davidson & Co
Montana
$15K -$5.79K -240 -27%
ACS
535
Archford Capital Strategies
Illinois
$14K
EWM
536
Evercore Wealth Management
New York
$14K
NC
537
NewSquare Capital
Pennsylvania
$14K
VIA
538
Vantage Investment Advisors
Pennsylvania
$14K +$11.6K +480 +400%
KF
539
Krilogy Financial
Missouri
$14K +$14.5K +600 New
MCM
540
Manchester Capital Management
Vermont
$13K
FHA
541
First Horizon Advisors
Tennessee
$11K +$5.94K +246 +103%
DA
542
Dunvegan Associates
California
$10K
JFA
543
JNBA Financial Advisors
Minnesota
$10K
MPWT
544
MassMutual Private Wealth & Trust
Connecticut
$9.19K +$13K +540 New
TSU
545
TD Securities (USA)
New York
$9K -$6.3M -260,994 -100%
CIM
546
Contravisory Investment Management
Massachusetts
$9K
WT
547
Whittier Trust
California
$9K
MUS
548
Mitsubishi UFJ Securities
Japan
$9K +$8.69K +360 New
OFS
549
Orrstown Financial Services
Pennsylvania
$9K +$9.41K +390 New
WA
550
Waverly Advisors
Alabama
$8K

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.