Edwards Lifesciences
659 hedge funds and large institutions have $16.1B invested in Edwards Lifesciences in 2016 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 219 increasing their positions, 244 reducing their positions, and 39 closing their positions.
162% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 39
52% more call options, than puts
Call options by funds: $175M | Put options by funds: $115M
11% more capital invested
Capital invested by funds: $14.5B → $16.1B (+$1.58B)
9% more funds holding
Funds holding: 605 → 659 (+54)
0% more funds holding in top 10
Funds holding in top 10: 16 → 16 (0)
0.39% less ownership
Funds ownership: 254.72% → 254.33% (-0.39%)
10% less repeat investments, than reductions
Existing positions increased: 219 | Existing positions reduced: 244
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$245M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$191M |
| 3 |
WBC
Westpac Banking Corp
Sydney,
Australia
|
+$97.8M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$73M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$68.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$346M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$100M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$91.2M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$87M |
| 5 |
Sands Capital Management
Arlington,
Virginia
|
-$62.2M |
EW Hedge Fund Activity: Q1 2016 in Review
659 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2016, worth a combined $16.1B — up 11% from $14.5B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new EW positions and 39 closed out — a net gain of 63 holders — while 219 added to existing stakes and 244 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $245M. The largest seller was Wellington Management Group, cutting an estimated $346M.
- 659 institutional investors held Edwards Lifesciences (EW) as of Q1 2016, up from 605 in Q4 2015.
- Funds reported $16.1B of Edwards Lifesciences stock for Q1 2016, up 11% quarter-over-quarter.
- 102 funds opened new Edwards Lifesciences positions in Q1 2016 and 39 closed out, a net change of +63 holders.
- The largest Edwards Lifesciences buyer in Q1 2016 was Fidelity Investments, an estimated $245M added.
- The largest Edwards Lifesciences seller in Q1 2016 was Wellington Management Group, an estimated $346M sold.
Based on aggregated 13F filings for Q1 2016.