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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
BHIA
101
Birch Hill Investment Advisors
Massachusetts
$23.6M -$1.71M -65,772 -7%
RIG
102
Roosevelt Investment Group
New York
$23.6M -$11.1M -427,392 -32%
FCM
103
Frontier Capital Management
Massachusetts
$23.1M -$37.2K -1,434 -0.2%
O
104
OppenheimerFunds
New York
$22.8M +$2.48M +95,325 +12%
SI
105
Scout Investments
Missouri
$22M -$8.85M -340,611 -29%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$21.7M -$307K -11,808 -1%
Balyasny Asset Management
107
Balyasny Asset Management
Illinois
$21.5M -$21.7M -834,363 -51%
BJ
108
BlackRock Japan
Japan
$21.2M -$5.49M -211,512 -21%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$20.6M -$60.5M -2,330,799 -75%
BJCM
110
Blue Jay Capital Management
California
$19.9M -$3.81M -146,604 -16%
SAM
111
Sectoral Asset Management
Quebec, Canada
$19.8M -$4.36M -167,805 -18%
ADEF
112
Adams Diversified Equity Fund
Maryland
$19.3M
Victory Capital Management
113
Victory Capital Management
Texas
$19M -$13.1M -504,294 -41%
Axa
114
Axa
France
$18.7M -$917K -35,316 -5%
AIMCA
115
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$18.2M +$12.9M +495,504 +255%
BNP Paribas Asset Management
116
BNP Paribas Asset Management
France
$18M +$7.85M +302,406 +80%
RFS
117
Rockefeller Financial Services
New York
$17.9M -$1.95M -74,940 -10%
AI
118
Analytic Investors
California
$17.1M -$44.2M -1,700,154 -72%
Grantham, Mayo, Van Otterloo & Co (GMO)
119
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$17M -$2.66M -102,366 -14%
SEI Investments
120
SEI Investments
Pennsylvania
$16.9M -$1.59M -61,320 -9%
EAM
121
Edge Asset Management
Washington
$16.6M -$7.08M -272,775 -30%
AAM
122
Ardevora Asset Management
United Kingdom
$16.1M +$6.03M +232,200 +61%
Allianz Asset Management
123
Allianz Asset Management
Germany
$16M -$2.01M -77,352 -11%
RCM
124
Riverhead Capital Management
Delaware
$15.8M +$7.5M +288,654 +93%
VRS
125
Virginia Retirement Systems
Virginia
$15.7M -$2.68M -103,074 -15%

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.