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Edwards Lifesciences

409 hedge funds and large institutions have $7.25B invested in Edwards Lifesciences in 2014 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 170 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

17% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 48

16% more call options, than puts

Call options by funds: $69M | Put options by funds: $59.2M

11% more capital invested

Capital invested by funds: $6.52B → $7.25B (+$728M)

2.48% more ownership

Funds ownership: 544.76%547.24% (+2.5%)

0% more funds holding

Funds holding: 407409 (+2)

36% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 170

Holders
409
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
11.81%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
56
Increased
109
Reduced
170
Closed
48
Calls
$69M
Puts
$59.2M
Net Calls
+$9.75M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
251
Stellar Capital Management
Arizona
$615K +$20.4K +1,770 +4%
QSS
252
Quantitative Systematic Strategies
Florida
$613K +$597K +51,708 New
CAM
253
Capstone Asset Management
Texas
$608K -$96.9K -8,400 -15%
GA
254
Geneva Advisors
Illinois
$604K +$3.32K +288 +0.6%
LPL Financial
255
LPL Financial
California
$600K -$788K -68,280 -58%
Nordea Investment Management
256
Nordea Investment Management
Sweden
$597K -$196K -16,944 -26%
N
257
Nuveen
North Carolina
$592K -$18K -1,560 -3%
PI
258
Placemark Investments
Illinois
$583K -$110K -9,534 -17%
AA
259
ALPS Advisors
Colorado
$583K +$64.5K +5,592 +13%
FCAM
260
F&C Asset Management
United Kingdom
$557K +$7.96K +690 +2%
Canada Pension Plan Investment Board
261
Canada Pension Plan Investment Board
Ontario, Canada
$555K +$33.8K +2,928 +7%
MAM
262
Meeder Asset Management
Ohio
$555K +$518K +44,898 New
OC
263
Oppenheimer & Co
New York
$552K -$380K -32,946 -42%
Janney Montgomery Scott
264
Janney Montgomery Scott
Pennsylvania
$549K -$221K -19,170 -30%
EHWM
265
Eads & Heald Wealth Management
Georgia
$541K +$505K +43,770 New
AAF
266
Andra AP-fonden
Sweden
$519K -$1.11M -96,600 -70%
BRCM
267
Bright Rock Capital Management
Massachusetts
$519K
SC
268
Sophrosyne Capital
New York
$519K +$485K +42,000 New
Commonwealth Equity Services
269
Commonwealth Equity Services
Massachusetts
$514K -$6.65K -576 -1%
WBC
270
Westpac Banking Corp
Australia
$500K -$1.21M -104,628 -72%
VAM
271
Visium Asset Management
New York
$499K -$516K -44,712 -53%
NI
272
Numeric Investors
Massachusetts
$482K +$83.1K +7,200 +23%
PA
273
Profund Advisors
Maryland
$474K +$60.9K +5,274 +16%
SC
274
Skylands Capital
Wisconsin
$467K -$159K -13,800 -27%
TMAM
275
Tokio Marine Asset Management
Japan
$461K

EW Hedge Fund Activity: Q1 2014 in Review

409 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2014, worth a combined $7.25B — up 11% from $6.52B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new EW positions and 48 closed out — a net gain of 8 holders — while 109 added to existing stakes and 170 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $332M. The largest seller was Jana Partners, exiting entirely with an estimated $102M sold.

  • 409 institutional investors held Edwards Lifesciences (EW) as of Q1 2014, up from 407 in Q4 2013.
  • Funds reported $7.25B of Edwards Lifesciences stock for Q1 2014, up 11% quarter-over-quarter.
  • 56 funds opened new Edwards Lifesciences positions in Q1 2014 and 48 closed out, a net change of +8 holders.
  • The largest Edwards Lifesciences buyer in Q1 2014 was Fidelity Investments, an estimated $332M added.
  • The largest Edwards Lifesciences seller in Q1 2014 was Jana Partners, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2014.