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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
DSC
601
Duncker Streett & Co
Missouri
$126K +$12.3K +360 +10%
OC
602
Oakworth Capital
Alabama
$126K +$131K +3,840 New
Toronto Dominion Bank
603
Toronto Dominion Bank
Ontario, Canada
$118K -$47.9K -1,401 -28%
ED
604
Exane Derivatives
France
$118K -$2.46K -72 -2%
BBHC
605
Brown Brothers Harriman & Co
New York
$115K -$169K -4,950 -59%
PO
606
Private Ocean
California
$115K
QCG
607
Quadrant Capital Group
Ohio
$106K +$2.57K +75 +2%
AWM
608
Avior Wealth Management
Nebraska
$100K +$103K +3,000 New
AIM
609
Assured Investment Management
New York
$97K +$99.8K +2,916 New
KF
610
Krilogy Financial
Missouri
$90K +$71.8K +2,100 +350%
GXMC
611
Global X Management Company
New York
$89K +$28.1K +822 +44%
FNYS
612
First New York Securities
New York
$88.6K +$91.1K +2,664 New
CAW
613
Cornerstone Advisors (Washington)
Washington
$83K -$205 -6 -0.2%
TWA
614
TCI Wealth Advisors
Arizona
$80K -$26.5K -774 -24%
Fuller & Thaler Asset Management
615
Fuller & Thaler Asset Management
California
$80K
GLI
616
Guardian Life Insurance
New York
$80K
PFSC
617
Peoples Financial Services Corp
Pennsylvania
$80K
CFA
618
Carroll Financial Associates
North Carolina
$79K
LWCFA
619
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$70K +$41.1K +1,200 +133%
FFC
620
First Financial Corp
Indiana
$69K +$32.8K +960 +86%
WAM
621
Wealthspire Advisors (Maryland)
Maryland
$67K +$17.4K +510 +34%
TSW
622
Thompson Siegel & Walmsley
Virginia
$67K +$69.3K +2,025 New
SAMC
623
Shinko Asset Management Company
Japan
$55K -$5.64K -165 -9%
HI
624
Hudock Inc
Pennsylvania
$55K
CTC
625
Central Trust Company
Missouri
$52K

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.