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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
PPA
76
Parametric Portfolio Associates
Washington
$33.6M +$12.9M +535,488 +61%
VAM
77
Visium Asset Management
New York
$33.5M -$22.1M -913,686 -39%
Point72 Asset Management
78
Point72 Asset Management
Connecticut
$33.2M +$8.69M +360,000 +35%
Fidelity International
79
Fidelity International
Bermuda
$32.6M -$1.04M -43,020 -3%
Credit Agricole
80
Credit Agricole
France
$32.2M +$19.3M +800,874 +143%
RIG
81
Roosevelt Investment Group
New York
$31.3M +$31.9M +1,322,676 New
USAA
82
United Services Automobile Association
Texas
$31.3M +$7.34M +304,038 +30%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$30.8M +$10.1M +418,800 +48%
Mitsubishi UFJ Trust & Banking
84
Mitsubishi UFJ Trust & Banking
Japan
$30M +$372K +15,408 +1%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$29.9M -$1.81M -75,018 -6%
RFC
86
Russell Frank Company
Washington
$29.5M -$4.88M -202,308 -14%
Ohio Public Employees Retirement System (OPERS)
87
Ohio Public Employees Retirement System (OPERS)
Ohio
$29.3M -$939K -38,904 -3%
Victory Capital Management
88
Victory Capital Management
Texas
$29M +$29M +1,200,204 +4,978%
AAMU
89
Amundi Asset Management US
Massachusetts
$28.8M +$111K +4,608 +0.4%
SI
90
Scout Investments
Missouri
$27.9M +$428K +17,748 +2%
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$27.9M -$43.4K -1,800 -0.2%
Swiss National Bank
92
Swiss National Bank
Switzerland
$27.3M +$2.64M +109,200 +10%
HCMT
93
Highland Capital Management (Texas)
Texas
$26.4M +$7.37M +305,358 +38%
Invesco
94
Invesco
Georgia
$24.6M -$1.1M -45,444 -4%
WBC
95
Westpac Banking Corp
Australia
$24.5M -$3.84M -159,270 -13%
BJ
96
BlackRock Japan
Japan
$24.1M -$4.27M -176,730 -15%
RhumbLine Advisers
97
RhumbLine Advisers
Massachusetts
$23.9M +$79.7K +3,300 +0.3%
HJGA
98
Hardman Johnston Global Advisors
Connecticut
$23.8M +$1.78M +73,920 +8%
Principal Financial Group
99
Principal Financial Group
Iowa
$23.7M +$1.02M +42,372 +4%
AAM
100
Aberdeen Asset Management
United Kingdom
$23.5M -$930K -38,532 -4%

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.