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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
ACM
1
Americafirst Capital Management
California
$2.09B +$299K +12,384 +16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.28B -$46.2M -1,913,004 -3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$616M -$161M -6,686,778 -20%
Capital Research Global Investors
4
Capital Research Global Investors
California
$591M -$30.7M -1,272,000 -5%
BIT
5
BlackRock Institutional Trust
California
$421M -$41.8M -1,731,774 -9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$387M +$102M +4,215,504 +35%
Citadel Advisors
7
Citadel Advisors
Florida
$316M +$141M +5,826,264 +78%
AQR Capital Management
8
AQR Capital Management
Connecticut
$300M -$42.8M -1,774,512 -12%
Winslow Capital Management
9
Winslow Capital Management
Minnesota
$293M +$299M +12,371,592 New
BFA
10
BlackRock Fund Advisors
California
$270M -$4.97M -206,058 -2%
VOYA Investment Management
11
VOYA Investment Management
Georgia
$250M +$47.3M +1,958,526 +23%
GIM
12
Generation Investment Management
United Kingdom
$208M -$73.3M -3,037,800 -26%
Franklin Resources
13
Franklin Resources
California
$199M +$60.2M +2,493,984 +42%
Northern Trust
14
Northern Trust
Illinois
$199M -$6.11M -253,098 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$190M -$71.8M -2,974,584 -27%
Sands Capital Management
16
Sands Capital Management
Virginia
$188M +$192M +7,952,310 New
DGI
17
Disciplined Growth Investors
Minnesota
$176M +$1.39M +57,660 +0.8%
JHIU
18
Janus Henderson Investors US
Colorado
$175M -$71M -2,943,354 -28%
Millennium Management
19
Millennium Management
New York
$168M -$9.31M -385,608 -5%
BG
20
BlackRock Group
United Kingdom
$153M -$16.5M -683,982 -10%
FAM
21
Fred Alger Management
New York
$142M +$139M +5,755,542 +2,325%
CCI
22
Columbus Circle Investors
$139M +$1.54M +63,984 +1%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$136M +$6.85M +283,836 +5%
Norges Bank
24
Norges Bank
Norway
$133M +$993K +41,130 +0.7%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$127M -$7.79M -322,776 -6%

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.