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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
FHA
676
First Horizon Advisors
Tennessee
$8K -$8.81K -234 -52%
ZB
677
Zions Bancorporation
Utah
$8K -$113 -3 -1%
BL
678
Balentine LLC
Georgia
$8K
CB
679
Community Bank
New York
$8K
MUS
680
Mitsubishi UFJ Securities
Japan
$8K
FPFS
681
First Personal Financial Services
North Carolina
$7K -$2.15K -57 -25%
TFO
682
Tarbox Family Office
California
$6K +$4.63K +123 +410%
MWP
683
MYCIO Wealth Partners
Pennsylvania
$5K
SIC
684
Salem Investment Counselors
North Carolina
$4.8K +$450K +11,940 New
MWM
685
MinichMacGregor Wealth Management
New York
$3K
PRS
686
Pinkerton Retirement Specialists
Idaho
$3K
DPA
687
Delphi Private Advisors
California
$2K
EFSCE
688
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
HCM
689
Herndon Capital Management
Georgia
$2K
MRCM
690
M&R Capital Management
New Jersey
$2K
BWP
691
Baldwin Wealth Partners
Massachusetts
$1K +$904 +24 New
PIA
692
Piedmont Investment Advisors
North Carolina
$843
SBL
693
Sargent Bickham Lagudis
Colorado
$455 -$6.78K -180 -2%
SCP
694
Syntal Capital Partners
Texas
$333 +$313K +8,307 New
Capital Fund Management (CFM)
695
Capital Fund Management (CFM)
France
-$53.4M -1,419,036 Closed
D.E. Shaw & Co
696
D.E. Shaw & Co
New York
-$32.6M -866,250 Closed
Bessemer Group
697
Bessemer Group
New Jersey
-$24.9M -749,052 Closed
SCM
698
Stevens Capital Management
Pennsylvania
-$21.5M -645,336 Closed
CIP
699
Champlain Investment Partners
Vermont
-$15.9M -478,170 Closed
BIM
700
Bogle Investment Management
Massachusetts
-$12.3M -369,231 Closed

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.