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Edwards Lifesciences

693 hedge funds and large institutions have $21.4B invested in Edwards Lifesciences in 2016 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 237 increasing their positions, 263 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 2333 (+10)

30% more call options, than puts

Call options by funds: $114M | Put options by funds: $87.6M

19% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 63

18% more capital invested

Capital invested by funds: $18.1B → $21.4B (+$3.33B)

0% more funds holding

Funds holding: 692693 (+1)

0.4% less ownership

Funds ownership: 256.52%256.11% (-0.4%)

10% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 263

Holders
693
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
18.49%
Holding in Top 10
33
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+43.48%
% of All Funds
0.88%
New
75
Increased
237
Reduced
263
Closed
63
Calls
$114M
Puts
$87.6M
Net Calls
+$26.6M
Net Calls Change
-$6.57M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
176
Advisors Asset Management
Colorado
$10.7M -$1.25M -33,075 -11%
ACM
177
Azimuth Capital Management
Michigan
$10.7M +$200K +5,322 +2%
MIP
178
Marietta Investment Partners
Wisconsin
$10.4M +$1.41M +37,473 +17%
RFA
179
Reilly Financial Advisors
California
$10.3M +$4.52K +120 +0%
GTC
180
Ghost Tree Capital
New York
$10.2M
BG
181
Bellevue Group
Switzerland
$10.2M +$1.92M +51,000 +25%
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$10.1M +$362K +9,600 +4%
PI
183
PGGM Investments
Netherlands
$9.85M
PL
184
Perpetual Ltd
Australia
$9.81M -$818K -21,720 -8%
EWM
185
Endurance Wealth Management
Rhode Island
$9.77M -$28.2K -750 -0.3%
DBG
186
De Burlo Group
Massachusetts
$9.49M -$3.45M -91,500 -28%
DekaBank Deutsche Girozentrale
187
DekaBank Deutsche Girozentrale
Germany
$9.33M +$3.09M +82,092 +54%
LBC
188
Lawrence B. Cohen
$9.31M -$398K -10,560 -4%
AG
189
Aperio Group
California
$9.13M +$514K +13,647 +6%
CIBC World Market
190
CIBC World Market
Ontario, Canada
$9.13M +$4.13M +109,761 +94%
GT
191
Greenleaf Trust
Michigan
$9.02M +$493K +13,080 +6%
SOMRS
192
State of Michigan Retirement System
Michigan
$8.96M +$79.1K +2,100 +1%
FNBOO
193
First National Bank of Omaha
Nebraska
$8.43M -$179K -4,752 -2%
PWLP
194
Prio Wealth Limited Partnership
Massachusetts
$8.37M -$209K -5,550 -3%
WEC
195
Winslow Evans & Crocker
Massachusetts
$8.31M -$351K -9,330 -4%
CIP
196
Chartwell Investment Partners
Pennsylvania
$8.21M +$7.69M +204,195 New
Robeco Institutional Asset Management
197
Robeco Institutional Asset Management
Netherlands
$8.04M -$254K -6,738 -3%
US Bancorp
198
US Bancorp
Minnesota
$7.96M +$51.6K +1,371 +0.7%
ERSOT
199
Employees Retirement System of Texas
Texas
$7.93M
TPSF
200
Texas Permanent School Fund
Texas
$7.9M -$355K -9,435 -5%

EW Hedge Fund Activity: Q3 2016 in Review

693 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2016, worth a combined $21.4B — up 18% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new EW positions and 63 closed out — a net gain of 12 holders — while 237 added to existing stakes and 263 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $163M. The largest seller was Fidelity Investments, cutting an estimated $185M.

  • 693 institutional investors held Edwards Lifesciences (EW) as of Q3 2016, up from 692 in Q2 2016.
  • Funds reported $21.4B of Edwards Lifesciences stock for Q3 2016, up 18% quarter-over-quarter.
  • 75 funds opened new Edwards Lifesciences positions in Q3 2016 and 63 closed out, a net change of +12 holders.
  • The largest Edwards Lifesciences buyer in Q3 2016 was Citadel Advisors, an estimated $163M added.
  • The largest Edwards Lifesciences seller in Q3 2016 was Fidelity Investments, an estimated $185M sold.

Based on aggregated 13F filings for Q3 2016.