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Edwards Lifesciences

604 hedge funds and large institutions have $16.9B invested in Edwards Lifesciences in 2015 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 173 increasing their positions, 246 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 46

80% more call options, than puts

Call options by funds: $89.6M | Put options by funds: $49.8M

16% more capital invested

Capital invested by funds: $14.6B → $16.9B (+$2.31B)

6% more funds holding

Funds holding: 568604 (+36)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

30% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 246

237.88% less ownership

Funds ownership: 492.61%254.73% (-238%)

Holders
604
Holders Change
+36
Holders Change %
+6.34%
% of All Funds
15.84%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.42%
New
89
Increased
173
Reduced
246
Closed
46
Calls
$89.6M
Puts
$49.8M
Net Calls
+$39.8M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CCS
576
Crosspoint Capital Strategies
California
$13K +$2.57K +99 +46%
FHA
577
First Horizon Advisors
Tennessee
$11K -$935 -36 -7%
DA
578
Dunvegan Associates
California
$11K
JFA
579
JNBA Financial Advisors
Minnesota
$11K
OFS
580
Orrstown Financial Services
Pennsylvania
$10K
CB
581
Community Bank
New York
$10K +$9.82K +378 New
AssetMark Inc
582
AssetMark Inc
California
$10K +$9.97K +384 New
WT
583
Whittier Trust
California
$9K
PHK
584
Point72 Hong Kong
Hong Kong
$8K -$48.3K -1,860 -86%
FNBOO
585
First National Bank of Omaha
Nebraska
$7.37K +$42.7K +1,644 +0.6%
WA
586
WealthTrust-Arizona
Arizona
$7K
ZB
587
Zions Bancorporation
Utah
$7K +$623 +24 +11%
DBT
588
Dubuque Bank & Trust
Iowa
$7K +$6.86K +264 New
OSAM
589
O'Shaughnessy Asset Management
Connecticut
$6K -$3.75M -144,219 -100%
WTB
590
Washington Trust Bank
Washington
$6K
JWA
591
JFS Wealth Advisors
Pennsylvania
$6K +$6.08K +234 New
HFM
592
Hartford Financial Management
Connecticut
$6K +$6.23K +240 New
GXMC
593
Global X Management Company
New York
$5K -$312 -12 -6%
PCP
594
Proficio Capital Partners
Massachusetts
$5K +$4.44K +171 New
TF
595
Tompkins Financial
New York
$4K -$72.6K -2,796 -95%
TSU
596
TD Securities (USA)
New York
$4K -$5.76K -222 -61%
Carson Wealth (CWM LLC)
597
Carson Wealth (CWM LLC)
Nebraska
$4K
FAM
598
Fortaleza Asset Management
Illinois
$4K
GWM
599
Gupta Wealth Management
California
$3K
S
600
SignatureFD
Georgia
$3K

EW Hedge Fund Activity: Q4 2015 in Review

604 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2015, worth a combined $16.9B — up 16% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new EW positions and 46 closed out — a net gain of 43 holders — while 173 added to existing stakes and 246 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $716M. The largest seller was Citadel Advisors, cutting an estimated $311M.

  • 604 institutional investors held Edwards Lifesciences (EW) as of Q4 2015, up from 568 in Q3 2015.
  • Funds reported $16.9B of Edwards Lifesciences stock for Q4 2015, up 16% quarter-over-quarter.
  • 89 funds opened new Edwards Lifesciences positions in Q4 2015 and 46 closed out, a net change of +43 holders.
  • The largest Edwards Lifesciences buyer in Q4 2015 was State Street, an estimated $716M added.
  • The largest Edwards Lifesciences seller in Q4 2015 was Citadel Advisors, an estimated $311M sold.

Based on aggregated 13F filings for Q4 2015.