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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
Carson Wealth (CWM LLC)
626
Carson Wealth (CWM LLC)
Nebraska
$61K +$51.4K +1,365 +948%
BFEC
627
Benjamin F. Edwards & Company
Missouri
$60K
LNB
628
Ledyard National Bank
$57K
HCM
629
Highlander Capital Management
New Jersey
$48K
KTC
630
Kistler-Tiffany Companies
Pennsylvania
$48K
LWM
631
LBA Wealth Management
Florida
$48K
TCM
632
Tradewinds Capital Management
Washington
$48K
BAM
633
Brave Asset Management
New Jersey
$48K +$45.2K +1,200 New
SIG
634
Stanford Investment Group
California
$43K +$5.42K +144 +16%
PWM
635
Perigon Wealth Management
California
$42K
KPCM
636
Kings Point Capital Management
New York
$42K +$21.6K +573 +121%
RWA
637
Ropes Wealth Advisors
Massachusetts
$39K
JFA
638
JNBA Financial Advisors
Minnesota
$39K +$20.7K +549 +131%
S
639
SignatureFD
Georgia
$39K +$26.4K +702 +263%
EMG
640
ETF Managers Group
New Jersey
$39K +$37.3K +990 New
First Manhattan
641
First Manhattan
New York
$38K
SSB
642
Sandy Spring Bank
Maryland
$38K
MCA
643
Mercer Capital Advisers
New Jersey
$36K
GAM
644
Gemmer Asset Management
California
$32K
EWM
645
Evercore Wealth Management
New York
$31K
Simplex Trading
646
Simplex Trading
Illinois
$30K -$270K -7,158 -90%
TC
647
Trust Company
Kansas
$29K -$27.1K -720 -50%
M
648
MOTCO
Texas
$28K
BAM
649
Barrett Asset Management
New York
$27K
VCM
650
Versant Capital Management
Arizona
$26K -$791 -21 -3%

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.