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.
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: 16 → 23 (+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: 658 → 692 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$168M |
| 2 |
Millennium Management
New York
|
+$109M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$102M |
| 4 |
HM
HealthCor Management
New York
|
+$69.3M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$66.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$469M |
| 2 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$227M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$217M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$96.8M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$88.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
726
Silphium Asset Management
London,
United Kingdom
| – | -$353K | -12,000 | Closed |
|
727
Nomura Holdings
Tokyo,
Japan
| – | -$335K | -11,430 | Closed |
|
|
TFA
728
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$328K | -11,124 | Closed |
|
|
MIC
729
MU Investments Company
Tokyo,
Japan
| – | -$276K | -9,300 | Closed |
|
|
CAN
730
Cetera Advisor Networks
El Segundo,
California
| – | -$214K | -7,278 | Closed |
|
|
MC
731
MIG Capital
Newport Beach,
California
| – | -$201K | -6,837 | Closed |
|
|
RIG
732
Raveneur Investment Group
New York
| – | -$222K | -6,474 | Closed |
|
|
PAM
733
PartnerRe Asset Management
Greenwich,
Connecticut
| – | -$127K | -4,326 | Closed |
|
|
BAM
734
Brave Asset Management
Summit,
New Jersey
| – | -$35K | -1,200 | Closed |
|
|
VIA
735
Vantage Investment Advisors
State College,
Pennsylvania
| – | -$4K | -120 | Closed |
|
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.