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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
OC
601
Oakworth Capital
Alabama
$154K
PO
602
Private Ocean
California
$139K
QCG
603
Quadrant Capital Group
Ohio
$138K +$10.7K +285 +9%
AC
604
Alexandria Capital
Virginia
$132K -$61.9K -1,644 -33%
CAW
605
Cornerstone Advisors (Washington)
Washington
$130K +$27.2K +723 +29%
TWA
606
TCI Wealth Advisors
Arizona
$126K +$27.6K +732 +31%
PMFA
607
Plante Moran Financial Advisors
Michigan
$124K +$97.7K +2,595 +534%
AWM
608
Avior Wealth Management
Nebraska
$121K
SOAMC
609
Spirit of America Management Corp
New York
$121K +$113K +3,000 New
MA
610
MUFG Americas
New York
$107K -$188K -4,980 -65%
Group One Trading
611
Group One Trading
Illinois
$96K -$217K -5,769 -71%
CFA
612
Carroll Financial Associates
North Carolina
$96K
GLI
613
Guardian Life Insurance
New York
$96K
PFSC
614
Peoples Financial Services Corp
Pennsylvania
$96K
ED
615
Exane Derivatives
France
$88.5K -$50.4K -1,338 -38%
WAM
616
Wealthspire Advisors (Maryland)
Maryland
$85K +$3.5K +93 +5%
FFC
617
First Financial Corp
Indiana
$84K
LWCFA
618
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$84K
AF
619
Allworth Financial
California
$77K +$49.9K +1,326 +221%
PFBT
620
Parkside Financial Bank & Trust
Missouri
$71K +$21.5K +570 +47%
BBHC
621
Brown Brothers Harriman & Co
New York
$69K -$65K -1,725 -50%
HI
622
Hudock Inc
Pennsylvania
$67K
SAMC
623
Shinko Asset Management Company
Japan
$66K
NFG
624
Next Financial Group
Texas
$66K +$61.6K +1,635 New
CTC
625
Central Trust Company
Missouri
$63K

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.