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Edwards Lifesciences

407 hedge funds and large institutions have $6.52B invested in Edwards Lifesciences in 2013 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 111 increasing their positions, 174 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

38.54% more ownership

Funds ownership: 506.22%544.76% (+39%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less funds holding

Funds holding: 409407 (-2)

1% less capital invested

Capital invested by funds: $6.58B → $6.52B (-$58.1M)

1% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 67

8% less call options, than puts

Call options by funds: $81.4M | Put options by funds: $88.8M

36% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 174

Holders
407
Holders Change
-2
Holders Change %
-0.49%
% of All Funds
11.81%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
66
Increased
111
Reduced
174
Closed
67
Calls
$81.4M
Puts
$88.8M
Net Calls
-$7.36M
Net Calls Change
-$75.9M
Name Holding Trade Value Shares
Change
Change in
Stake
DCC
251
Dow Chemical Company
Michigan
$658K -$1.69M -150,000 -71%
BIA
252
Biondo Investment Advisors
Pennsylvania
$658K -$822K -72,888 -55%
AF
253
Ally Financial
Michigan
$658K +$676K +60,000 New
SAM
254
Securian Asset Management
Minnesota
$637K -$11K -978 -2%
IMS
255
Index Management Solutions
Pennsylvania
$637K +$170K +15,042 +35%
AAM
256
Advisors Asset Management
Colorado
$635K -$87.2K -7,734 -12%
CAM
257
Capstone Asset Management
Texas
$631K -$529K -46,950 -45%
PI
258
Placemark Investments
Illinois
$622K +$113K +10,068 +22%
SBH
259
Segall Bryant & Hamill
Illinois
$617K -$101K -9,000 -14%
DT
260
Diversified Trust
Tennessee
$617K +$275K +24,360 +76%
MCWS
261
McKinley Carter Wealth Services
West Virginia
$606K +$624K +55,332 New
NG
262
NatWest Group
United Kingdom
$604K +$89.8K +7,968 +17%
KRS
263
Kentucky Retirement Systems
Kentucky
$594K -$19.8K -1,758 -3%
PG
264
PEAK6 Group
Illinois
$584K -$1.8M -160,020 -75%
LSERS
265
Louisiana State Employees Retirement System
Louisiana
$579K +$595K +52,800 New
SCM
266
Stonebridge Capital Management
California
$572K -$577K -51,210 -50%
SC
267
Skylands Capital
Wisconsin
$566K +$582K +51,600 New
N
268
Nuveen
North Carolina
$542K +$558K +49,476 New
Nomura Holdings
269
Nomura Holdings
Japan
$534K -$4.42M -391,914 -89%
GA
270
Geneva Advisors
Illinois
$532K -$361K -32,058 -40%
JCP
271
Jabre Capital Partners
Switzerland
$526K +$541K +48,000 New
SCM
272
Stellar Capital Management
Arizona
$526K +$541K +48,000 New
BNP Paribas Asset Management
273
BNP Paribas Asset Management
France
$524K -$52.1K -4,626 -9%
William Blair & Company
274
William Blair & Company
Illinois
$519K -$735K -65,196 -58%
HNB
275
Huntington National Bank
Ohio
$508K +$9.81K +870 +2%

EW Hedge Fund Activity: Q4 2013 in Review

407 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2013, worth a combined $6.52B — down 0.88% from $6.58B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of EW and 66 opened new positions — a net loss of 1 holder — while 174 trimmed existing stakes and 111 added.

The largest buyer was Wellington Management Group, adding an estimated $270M. The largest seller was Goldman Sachs, cutting an estimated $101M.

  • 407 institutional investors held Edwards Lifesciences (EW) as of Q4 2013, down from 409 in Q3 2013.
  • Funds reported $6.52B of Edwards Lifesciences stock for Q4 2013, down 0.88% quarter-over-quarter.
  • 66 funds opened new Edwards Lifesciences positions in Q4 2013 and 67 closed out, a net change of -1 holder.
  • The largest Edwards Lifesciences buyer in Q4 2013 was Wellington Management Group, an estimated $270M added.
  • The largest Edwards Lifesciences seller in Q4 2013 was Goldman Sachs, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2013.