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Edwards Lifesciences

575 hedge funds and large institutions have $13B invested in Edwards Lifesciences in 2015 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 205 increasing their positions, 218 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 44

26% more call options, than puts

Call options by funds: $40.1M | Put options by funds: $31.9M

11% more capital invested

Capital invested by funds: $11.7B → $13B (+$1.26B)

3% more funds holding

Funds holding: 556575 (+19)

6% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 218

6.63% less ownership

Funds ownership: 515.66%509.03% (-6.6%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
575
Holders Change
+19
Holders Change %
+3.42%
% of All Funds
15.33%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.37%
New
72
Increased
205
Reduced
218
Closed
44
Calls
$40.1M
Puts
$31.9M
Net Calls
+$8.18M
Net Calls Change
+$16M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
226
Kingdon Capital Management
New York
$3.88M +$3.66M +163,200 New
GCP
227
GSA Capital Partners
United Kingdom
$3.84M +$1.16M +51,714 +47%
TCM
228
Twin Capital Management
Pennsylvania
$3.81M -$9.42K -420 -0.3%
Public Employees Retirement Association of Colorado
229
Public Employees Retirement Association of Colorado
Colorado
$3.81M -$58K -2,586 -2%
Allianz Asset Management
230
Allianz Asset Management
Germany
$3.81M +$1.26M +56,220 +54%
IRF
231
IBM Retirement Fund
New York
$3.7M -$4.71K -210 -0.1%
EIM
232
ExxonMobil Investment Management
Texas
$3.69M +$96.1K +4,284 +3%
LOAMS
233
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.51M +$3.02M +134,670 +1,020%
CCS
234
Crosspoint Capital Strategies
California
$3.5M -$43.1K -1,920 -1%
FAF
235
Fjarde Ap-fonden
Sweden
$3.38M -$185K -8,238 -5%
Calamos Advisors
236
Calamos Advisors
Illinois
$3.33M +$1.46M +64,914 +86%
GIA
237
Gargoyle Investment Advisor
New Jersey
$3.32M -$102K -4,566 -3%
ACM
238
Atika Capital Management
New York
$3.28M +$3.1M +138,000 New
B
239
Barings
North Carolina
$3.15M +$190K +8,460 +7%
FM
240
Forward Management
California
$3.15M +$707K +31,500 +19%
OPERF
241
Oregon Public Employees Retirement Fund
Oregon
$3.14M +$80.8K +3,600 +3%
AAM
242
Advisors Asset Management
Colorado
$3.09M +$852K +37,962 +41%
FMBTD
243
First Midwest Bank Trust Division
Illinois
$2.92M +$2.31M +102,996 +519%
Financial Engines Advisors
244
Financial Engines Advisors
California
$2.91M -$437K -19,464 -12%
Stifel Financial
245
Stifel Financial
Missouri
$2.91M -$925K -41,238 -25%
ARTA
246
A.R.T. Advisors
New York
$2.88M +$1.74M +77,706 +178%
GS
247
GAM Systematic
United Kingdom
$2.86M +$38.5K +1,716 +1%
BF
248
BOK Financial
Oklahoma
$2.74M +$435K +19,386 +20%
DekaBank Deutsche Girozentrale
249
DekaBank Deutsche Girozentrale
Germany
$2.73M -$172K -7,680 -6%
SAM
250
Strategy Asset Managers
California
$2.72M +$2.57M +114,402 New

EW Hedge Fund Activity: Q1 2015 in Review

575 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2015, worth a combined $13B — up 11% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new EW positions and 44 closed out — a net gain of 28 holders — while 205 added to existing stakes and 218 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $110M. The largest seller was Capital World Investors, exiting entirely with an estimated $693M sold.

  • 575 institutional investors held Edwards Lifesciences (EW) as of Q1 2015, up from 556 in Q4 2014.
  • Funds reported $13B of Edwards Lifesciences stock for Q1 2015, up 11% quarter-over-quarter.
  • 72 funds opened new Edwards Lifesciences positions in Q1 2015 and 44 closed out, a net change of +28 holders.
  • The largest Edwards Lifesciences buyer in Q1 2015 was Bank of Montreal, an estimated $110M added.
  • The largest Edwards Lifesciences seller in Q1 2015 was Capital World Investors, an estimated $693M sold.

Based on aggregated 13F filings for Q1 2015.