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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
RIA
551
Regal Investment Advisors
Michigan
$7K
FNBOO
552
First National Bank of Omaha
Nebraska
$6.6K +$489K +20,256 +8%
Bessemer Group
553
Bessemer Group
New Jersey
$6K -$2.05M -84,948 -100%
WTB
554
Washington Trust Bank
Washington
$6K
WA
555
WealthTrust-Arizona
Arizona
$6K +$2.9K +120 +91%
ZB
556
Zions Bancorporation
Utah
$6K +$5.21K +216 New
CTB
557
Country Trust Bank
Illinois
$6K +$5.79K +240 New
CCS
558
Crosspoint Capital Strategies
California
$5K -$185K -7,668 -97%
BCM
559
Brookstone Capital Management
Illinois
$5K
GXMC
560
Global X Management Company
New York
$5K
SIM
561
Sonora Investment Management
Arizona
$5K +$5.79K +240 New
CAW
562
Cornerstone Advisors (Washington)
Washington
$4K
FAM
563
Fortaleza Asset Management
Illinois
$4K +$3.62K +150 New
GWM
564
Gupta Wealth Management
California
$3K
S
565
SignatureFD
Georgia
$3K +$2.9K +120 New
Carson Wealth (CWM LLC)
566
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.48K +144 New
N
567
Nuveen
North Carolina
$1.16K -$172K -7,140 -13%
TFO
568
Tarbox Family Office
California
$1K +$724 +30 New
PC
569
Polar Capital
United Kingdom
-$31.3M -1,320,000 Closed
KCM
570
Kingdon Capital Management
New York
-$23.6M -992,598 Closed
PI
571
PineBridge Investments
New York
-$19.7M -830,070 Closed
American Century Companies
572
American Century Companies
Missouri
-$18M -757,872 Closed
PC
573
PointState Capital
New York
-$14.2M -600,000 Closed
JMPWA
574
JP Morgan Private Wealth Advisors
California
-$13.9M -585,444 Closed
OAM
575
Oxford Asset Management
United Kingdom
-$9.74M -410,430 Closed

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.