We are live on ! Find out more
EW icon

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
SWA
651
Sutton Wealth Advisors
Florida
$25.2K
CF
652
CenterStar Fund
Illinois
$25K
WOC
653
West Oak Capital
California
$24.1K
KF
654
Krilogy Financial
Missouri
$24K -$79.1K -2,100 -78%
NC
655
NewSquare Capital
Pennsylvania
$24K
AssetMark Inc
656
AssetMark Inc
California
$24K +$1.58K +42 +8%
ACS
657
Archford Capital Strategies
Illinois
$22K +$21.5K +570 New
DBT
658
Dubuque Bank & Trust
Iowa
$18K
PCP
659
Proficio Capital Partners
Massachusetts
$17K +$2.37K +63 +17%
TDC
660
Thompson Davis & Co
Virginia
$17K +$15.7K +417 New
IR
661
Invictus RG
Bermuda
$17K +$16.4K +435 New
VCM
662
Vigilant Capital Management
Maine
$15K
CIM
663
Contravisory Investment Management
Massachusetts
$15K +$14.1K +375 New
WT
664
Whittier Trust
California
$14K
TRCT
665
Tower Research Capital (TRC)
New York
$12K -$192K -5,106 -94%
BKA
666
Brick & Kyle Associates
Pennsylvania
$12K
WTB
667
Washington Trust Bank
Washington
$12K +$565 +15 +5%
WA
668
WealthTrust-Arizona
Arizona
$11K
CBT
669
Central Bank & Trust
Kentucky
$11K +$9.94K +264 New
WAS
670
WESPAC Advisors SoCal
California
$9.64K -$791K -21,000 -99%
TSW
671
Thompson Siegel & Walmsley
Virginia
$9K -$68K -1,806 -89%
HFM
672
Hartford Financial Management
Connecticut
$9K
MFW
673
Mosaic Family Wealth
Missouri
$9K
Winslow Capital Management
674
Winslow Capital Management
Minnesota
$9K +$8.02K +213 New
FAM
675
Fortaleza Asset Management
Illinois
$8.44K

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.