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Edwards Lifesciences

568 hedge funds and large institutions have $14.6B invested in Edwards Lifesciences in 2015 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 211 increasing their positions, 198 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 1018 (+8)

67% more call options, than puts

Call options by funds: $129M | Put options by funds: $77.2M

20% more capital invested

Capital invested by funds: $12.2B → $14.6B (+$2.41B)

13.84% more ownership

Funds ownership: 478.76%492.61% (+14%)

7% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 198

10% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 63

2% less funds holding

Funds holding: 578568 (-10)

Holders
568
Holders Change
-10
Holders Change %
-1.73%
% of All Funds
15.86%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.5%
New
57
Increased
211
Reduced
198
Closed
63
Calls
$129M
Puts
$77.2M
Net Calls
+$51.5M
Net Calls Change
+$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$52.8M -$7.29M -302,064 -12%
Renaissance Technologies
52
Renaissance Technologies
New York
$51.4M +$10.3M +426,672 +25%
BAMCO Inc
53
BAMCO Inc
New York
$50.3M -$3.74M -155,034 -7%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$50.3M +$26.8M +1,110,120 +110%
First Trust Advisors
55
First Trust Advisors
Illinois
$50.2M -$37.2M -1,542,324 -42%
APG Asset Management
56
APG Asset Management
Netherlands
$48.9M -$4.51M -186,678 -8%
PI
57
Putnam Investments
Massachusetts
$46.7M +$15.6M +644,754 +49%
UBS AM
58
UBS AM
Illinois
$45.6M -$29.8M -1,233,246 -39%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$43.7M +$1.38M +57,048 +3%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$43.4M -$86.9K -3,600 -0.2%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$43.3M -$1.32M -54,600 -3%
Lord, Abbett & Co
62
Lord, Abbett & Co
New Jersey
$42.3M +$7.16M +296,550 +20%
Dimensional Fund Advisors
63
Dimensional Fund Advisors
Texas
$41.7M -$1.36M -56,298 -3%
GA
64
Geneva Advisors
Illinois
$41.2M +$9.59M +397,482 +30%
CM
65
Castleark Management
Illinois
$41M -$1.77M -73,200 -4%
Charles Schwab
66
Charles Schwab
California
$40.7M -$6.65M -275,658 -14%
Primecap Management
67
Primecap Management
California
$39.8M
PAM
68
Panagora Asset Management
Massachusetts
$39.6M -$6.5M -269,250 -14%
Balyasny Asset Management
69
Balyasny Asset Management
Illinois
$39.1M +$37.6M +1,559,844 +1,733%
BIM
70
BlackRock Investment Management
Delaware
$37.8M -$892K -36,948 -2%
CIP
71
Champlain Investment Partners
Vermont
$36.6M +$479K +19,830 +1%
CAM
72
ClariVest Asset Management
California
$36.6M +$37.2M +1,543,242 New
IG
73
ING Group
Netherlands
$35.5M +$14.6M +603,234 +67%
SGAM
74
Smith Group Asset Management
Texas
$35.2M -$3.13M -129,600 -8%
RG
75
Renaissance Group
Kentucky
$35.1M -$323K -13,392 -0.9%

EW Hedge Fund Activity: Q3 2015 in Review

568 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2015, worth a combined $14.6B — up 20% from $12.2B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of EW and 57 opened new positions — a net loss of 6 holders — while 198 trimmed existing stakes and 211 added.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $299M. The largest seller was Wellington Management Group, cutting an estimated $161M.

  • 568 institutional investors held Edwards Lifesciences (EW) as of Q3 2015, down from 578 in Q2 2015.
  • Funds reported $14.6B of Edwards Lifesciences stock for Q3 2015, up 20% quarter-over-quarter.
  • 57 funds opened new Edwards Lifesciences positions in Q3 2015 and 63 closed out, a net change of -6 holders.
  • The largest Edwards Lifesciences buyer in Q3 2015 was Winslow Capital Management, an estimated $299M added.
  • The largest Edwards Lifesciences seller in Q3 2015 was Wellington Management Group, an estimated $161M sold.

Based on aggregated 13F filings for Q3 2015.