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Edwards Lifesciences

693 hedge funds and large institutions have $21.4B invested in Edwards Lifesciences in 2016 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 237 increasing their positions, 263 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 2333 (+10)

30% more call options, than puts

Call options by funds: $114M | Put options by funds: $87.6M

19% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 63

18% more capital invested

Capital invested by funds: $18.1B → $21.4B (+$3.33B)

0% more funds holding

Funds holding: 692693 (+1)

0.4% less ownership

Funds ownership: 256.52%256.11% (-0.4%)

10% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 263

Holders
693
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
18.49%
Holding in Top 10
33
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+43.48%
% of All Funds
0.88%
New
75
Increased
237
Reduced
263
Closed
63
Calls
$114M
Puts
$87.6M
Net Calls
+$26.6M
Net Calls Change
-$6.57M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
576
Pegasus Partners
Wisconsin
$241K +$226K +6,000 New
LNWWM
577
Laird Norton Wetherby Wealth Management
California
$236K +$221K +5,871 New
BUB
578
BBVA USA Bancshares
Texas
$233K +$219K +5,805 New
MAM
579
Mizuho Asset Management
Japan
$229K -$108K -2,859 -33%
JFGIW
580
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$228K -$43.9K -1,167 -17%
WS
581
Wedbush Securities
California
$223K +$209K +5,541 New
AI
582
Atria Investments
North Carolina
$223K +$209K +5,553 New
BFA
583
Bragg Financial Advisors
North Carolina
$223K +$209K +5,556 New
SFG
584
SevenBridge Financial Group
Pennsylvania
$221K -$54.5K -1,446 -21%
WI
585
Wintrust Investments
Illinois
$221K +$207K +5,490 New
OSNBOA
586
Old Second National Bank of Aurora
Illinois
$217K
Koshinski Asset Management
587
Koshinski Asset Management
Illinois
$217K +$203K +5,400 New
HAG
588
HighPoint Advisor Group
Illinois
$211K +$39.9K +1,059 +18%
PFS
589
Physicians Financial Services
North Carolina
$210K +$198K +5,250 New
Mariner
590
Mariner
Kansas
$208K +$195K +5,181 New
AAM
591
AR Asset Management
California
$207K +$194K +5,148 New
SMH
592
Sanders Morris Harris
Texas
$205K +$192K +5,100 New
BW
593
Bison Wealth
Georgia
$204K -$339K -9,012 -64%
FT
594
Fiduciary Trust
Massachusetts
$204K +$191K +5,082 New
BAS
595
Brown Advisory Securities
Maryland
$203K +$191K +5,076 New
DSC
596
Duncker Streett & Co
Missouri
$195K +$39.5K +1,050 +28%
TCIM
597
TIAA CREF Investment Management
New York
$192K -$19.4M -514,986 -10%
ST
598
Smithfield Trust
Pennsylvania
$181K
Fuller & Thaler Asset Management
599
Fuller & Thaler Asset Management
California
$181K +$79.1K +2,100 +88%
GWM
600
Geneos Wealth Management
Colorado
$173K +$5.65K +150 +4%

EW Hedge Fund Activity: Q3 2016 in Review

693 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2016, worth a combined $21.4B — up 18% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new EW positions and 63 closed out — a net gain of 12 holders — while 237 added to existing stakes and 263 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $163M. The largest seller was Fidelity Investments, cutting an estimated $185M.

  • 693 institutional investors held Edwards Lifesciences (EW) as of Q3 2016, up from 692 in Q2 2016.
  • Funds reported $21.4B of Edwards Lifesciences stock for Q3 2016, up 18% quarter-over-quarter.
  • 75 funds opened new Edwards Lifesciences positions in Q3 2016 and 63 closed out, a net change of +12 holders.
  • The largest Edwards Lifesciences buyer in Q3 2016 was Citadel Advisors, an estimated $163M added.
  • The largest Edwards Lifesciences seller in Q3 2016 was Fidelity Investments, an estimated $185M sold.

Based on aggregated 13F filings for Q3 2016.