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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
M
651
MOTCO
Texas
$23K
BAM
652
Barrett Asset Management
New York
$22K
VCM
653
Versant Capital Management
Arizona
$22K
MPWT
654
MassMutual Private Wealth & Trust
Connecticut
$20.8K -$2.24M -65,415 -99%
SWA
655
Sutton Wealth Advisors
Florida
$20.8K
NC
656
NewSquare Capital
Pennsylvania
$20K
AF
657
Allworth Financial
California
$20K +$20.5K +600 New
CCM
658
Cribstone Capital Management
Maine
$20K +$20.5K +600 New
WOC
659
West Oak Capital
California
$19.9K +$20.5K +600 New
AssetMark Inc
660
AssetMark Inc
California
$18K
KPCM
661
Kings Point Capital Management
New York
$16K -$35.7K -1,044 -69%
PMFA
662
Plante Moran Financial Advisors
Michigan
$16K
DBT
663
Dubuque Bank & Trust
Iowa
$15K -$6.98K -204 -31%
FHA
664
First Horizon Advisors
Tennessee
$14K
JFA
665
JNBA Financial Advisors
Minnesota
$14K
PCP
666
Proficio Capital Partners
Massachusetts
$14K +$6.67K +195 +114%
VCM
667
Vigilant Capital Management
Maine
$13K +$13.1K +384 New
WT
668
Whittier Trust
California
$12K
WTB
669
Washington Trust Bank
Washington
$10K +$1.85K +54 +23%
BKA
670
Brick & Kyle Associates
Pennsylvania
$10K +$10.3K +300 New
WA
671
WealthTrust-Arizona
Arizona
$9K +$103 +3 +1%
S
672
SignatureFD
Georgia
$9K +$411 +12 +5%
ZB
673
Zions Bancorporation
Utah
$8K +$103 +3 +1%
MFW
674
Mosaic Family Wealth
Missouri
$8K +$7.49K +219 New
FPFS
675
First Personal Financial Services
North Carolina
$8K +$7.8K +228 New

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.