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Edwards Lifesciences

690 hedge funds and large institutions have $16.6B invested in Edwards Lifesciences in 2017 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 206 increasing their positions, 284 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 83

1% more funds holding

Funds holding: 686690 (+4)

2% less capital invested

Capital invested by funds: $17B → $16.6B (-$364M)

4.79% less ownership

Funds ownership: 254.01%249.22% (-4.8%)

27% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 284

34% less call options, than puts

Call options by funds: $71.2M | Put options by funds: $107M

50% less funds holding in top 10

Funds holding in top 10: 147 (-7)

Holders
690
Holders Change
+4
Holders Change %
+0.58%
% of All Funds
17.18%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.17%
New
99
Increased
206
Reduced
284
Closed
83
Calls
$71.2M
Puts
$107M
Net Calls
-$36.2M
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.5M +$5.42M +173,043 +27%
Invesco
102
Invesco
Georgia
$25M -$1.05M -33,438 -4%
WCM Investment Management
103
WCM Investment Management
California
$23.8M +$187K +5,964 +0.8%
PAMU
104
Pictet Asset Management (UK)
United Kingdom
$23.7M +$883K +28,200 +4%
Canada Life
105
Canada Life
Manitoba, Canada
$23.4M +$1.68M +53,646 +8%
Schroder Investment Management Group
106
Schroder Investment Management Group
United Kingdom
$22.4M +$17.2M +548,412 +327%
Axa
107
Axa
France
$21.8M -$380K -12,144 -2%
Aviva
108
Aviva
United Kingdom
$21.2M -$651K -20,790 -3%
DL
109
Delta Lloyd
Netherlands
$21.2M +$55.6K +1,776 +0.3%
EAM
110
Edge Asset Management
Washington
$21M +$2.27M +72,603 +12%
JMPWA
111
JP Morgan Private Wealth Advisors
California
$21M +$5.04M +160,866 +32%
SEI Investments
112
SEI Investments
Pennsylvania
$20.8M +$2.6M +82,962 +14%
BHIA
113
Birch Hill Investment Advisors
Massachusetts
$20.6M -$448K -14,325 -2%
US Bancorp
114
US Bancorp
Minnesota
$20.4M +$8.42M +268,818 +71%
USAA
115
United Services Automobile Association
Texas
$20.3M -$170K -5,424 -0.8%
RFS
116
Rockefeller Financial Services
New York
$20.2M -$139K -4,431 -0.7%
William Blair Investment Management
117
William Blair Investment Management
Illinois
$19.9M -$39.8M -1,272,360 -67%
Tudor Investment Corp
118
Tudor Investment Corp
Connecticut
$19.6M +$19.6M +625,473 New
Adage Capital Partners
119
Adage Capital Partners
Massachusetts
$19.5M -$9.38M -299,595 -33%
SAM
120
Sectoral Asset Management
Quebec, Canada
$18.9M +$18.8M +601,437 New
State of Tennessee, Department of Treasury
121
State of Tennessee, Department of Treasury
Tennessee
$18.3M -$3.85M -123,006 -17%
HSBC Holdings
122
HSBC Holdings
United Kingdom
$18M +$2.21M +70,485 +14%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$17.8M +$4.28M +136,575 +32%
Chevy Chase Trust
124
Chevy Chase Trust
Maryland
$17.6M +$532K +16,986 +3%
DekaBank Deutsche Girozentrale
125
DekaBank Deutsche Girozentrale
Germany
$17.3M -$3.09M -98,787 -15%

EW Hedge Fund Activity: Q1 2017 in Review

690 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2017, worth a combined $16.6B — down 2.1% from $17B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new EW positions and 83 closed out — a net gain of 16 holders — while 206 added to existing stakes and 284 trimmed.

The largest buyer was BlackRock, adding an estimated $1.26B. The largest seller was Fidelity Investments, cutting an estimated $496M.

  • 690 institutional investors held Edwards Lifesciences (EW) as of Q1 2017, up from 686 in Q4 2016.
  • Funds reported $16.6B of Edwards Lifesciences stock for Q1 2017, down 2.1% quarter-over-quarter.
  • 99 funds opened new Edwards Lifesciences positions in Q1 2017 and 83 closed out, a net change of +16 holders.
  • The largest Edwards Lifesciences buyer in Q1 2017 was BlackRock, an estimated $1.26B added.
  • The largest Edwards Lifesciences seller in Q1 2017 was Fidelity Investments, an estimated $496M sold.

Based on aggregated 13F filings for Q1 2017.