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Edwards Lifesciences

604 hedge funds and large institutions have $16.9B invested in Edwards Lifesciences in 2015 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 173 increasing their positions, 246 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 46

80% more call options, than puts

Call options by funds: $89.6M | Put options by funds: $49.8M

16% more capital invested

Capital invested by funds: $14.6B → $16.9B (+$2.31B)

6% more funds holding

Funds holding: 568604 (+36)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

30% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 246

237.88% less ownership

Funds ownership: 492.61%254.73% (-238%)

Holders
604
Holders Change
+36
Holders Change %
+6.34%
% of All Funds
15.84%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.42%
New
89
Increased
173
Reduced
246
Closed
46
Calls
$89.6M
Puts
$49.8M
Net Calls
+$39.8M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
51
BAMCO Inc
New York
$52.5M -$3.35M -129,165 -6%
Lord, Abbett & Co
52
Lord, Abbett & Co
New Jersey
$51.5M +$4.44M +171,009 +10%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$50.7M +$2.57M +99,000 +5%
AAM
54
Aberdeen Asset Management
United Kingdom
$49.6M +$229K +8,808 +0.9%
Millennium Management
55
Millennium Management
New York
$49.6M -$135M -5,191,227 -73%
Capital Fund Management (CFM)
56
Capital Fund Management (CFM)
France
$49M +$24.6M +946,659 +103%
BlackRock
57
BlackRock
New York
$48.7M -$35.1M -1,352,949 -42%
SGAM
58
Smith Group Asset Management
Texas
$48.2M +$8.99M +346,110 +23%
T. Rowe Price Associates
59
T. Rowe Price Associates
Maryland
$48.1M -$39K -1,500 -0.1%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$48M -$731K -28,161 -2%
Dimensional Fund Advisors
61
Dimensional Fund Advisors
Texas
$47.8M +$1.41M +54,240 +3%
Charles Schwab
62
Charles Schwab
California
$47.5M +$2.21M +85,176 +5%
GA
63
Geneva Advisors
Illinois
$46.8M +$972K +37,437 +2%
CM
64
Castleark Management
Illinois
$44.8M -$736K -28,350 -2%
APG Asset Management
65
APG Asset Management
Netherlands
$44.6M -$9.67M -372,264 -18%
Primecap Management
66
Primecap Management
California
$44.2M
PAM
67
Panagora Asset Management
Massachusetts
$43.6M -$415K -15,972 -1%
BIM
68
BlackRock Investment Management
Delaware
$42.4M +$396K +15,261 +1%
UBS AM
69
UBS AM
Illinois
$41.9M -$8.68M -334,287 -17%
Prudential Financial
70
Prudential Financial
New Jersey
$40.9M -$33.4M -1,286,040 -45%
CS
71
Credit Suisse
Switzerland
$40.7M +$15.6M +600,762 +64%
IG
72
ING Group
Netherlands
$40.2M +$693K +26,685 +2%
CAM
73
ClariVest Asset Management
California
$40.2M -$452K -17,400 -1%
Two Sigma Advisers
74
Two Sigma Advisers
New York
$37.5M +$26.9M +1,037,400 +268%
SO
75
STRS Ohio
Ohio
$35.7M +$34M +1,308,390 +2,745%

EW Hedge Fund Activity: Q4 2015 in Review

604 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2015, worth a combined $16.9B — up 16% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new EW positions and 46 closed out — a net gain of 43 holders — while 173 added to existing stakes and 246 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $716M. The largest seller was Citadel Advisors, cutting an estimated $311M.

  • 604 institutional investors held Edwards Lifesciences (EW) as of Q4 2015, up from 568 in Q3 2015.
  • Funds reported $16.9B of Edwards Lifesciences stock for Q4 2015, up 16% quarter-over-quarter.
  • 89 funds opened new Edwards Lifesciences positions in Q4 2015 and 46 closed out, a net change of +43 holders.
  • The largest Edwards Lifesciences buyer in Q4 2015 was State Street, an estimated $716M added.
  • The largest Edwards Lifesciences seller in Q4 2015 was Citadel Advisors, an estimated $311M sold.

Based on aggregated 13F filings for Q4 2015.