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Edwards Lifesciences
EW

496 hedge funds and large institutions have $12.4B invested in Edwards Lifesciences in 2014 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 157 increasing their positions, 163 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 5 → 10 (+5)

53% more capital invested

Capital invested by funds: $8.09B → $12.4B (+$4.31B)

27% more call options, than puts

Call options by funds: $44.2M | Put options by funds: $34.7M

16% more funds holding

Funds holding: 428 → 496 (+68)

4% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 163

12.58% less ownership

Funds ownership: 536.01% → 523.44% (-13%)

Holders
496
Holders Change
+68
Holders Change %
+15.89%
% of All Funds
14.39%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
94
Increased
157
Reduced
163
Closed
20
Calls
$44.2M
Puts
$34.7M
Net Calls
+$9.45M
Net Calls Change
+$5.87M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
+$123M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$91.3M
3
Two Sigma Investments
Two Sigma Investments
New York
+$66.6M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$58.9M
5
JP Morgan Chase
JP Morgan Chase
New York
+$50.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$582M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$168M
3
SDJVC
St. Denis J. Villere & Co
Louisiana
-$119M
4
FC
Fairpointe Capital
Illinois
-$86.9M
5
Norges Bank
Norges Bank
Norway
-$69.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
251
Moors & Cabot
Massachusetts
$1.64M +$9.47K +600 +0.6%
HMS
252
Hanseatic Management Services
New Mexico
$1.63M – – –
SAS
253
Spectrum Advisory Services
Georgia
$1.61M -$18.9K -1,200 -1%
CIBC Asset Management
254
CIBC Asset Management
Ontario, Canada
$1.61M -$13.7K -870 -0.9%
BNP Paribas Asset Management
255
BNP Paribas Asset Management
France
$1.58M +$15.8K +1,002 +1%
OPERF
256
Oregon Public Employees Retirement Fund
Oregon
$1.57M -$18.9K -1,200 -1%
JC
257
Jacobs & Co
California
$1.55M – – –
GIA
258
Gargoyle Investment Advisor
New Jersey
$1.52M +$1.41M +89,508 New
OI
259
Oakbrook Investments
Illinois
$1.5M -$173K -10,950 -11%
WAM
260
World Asset Management
Michigan
$1.49M +$66.3K +4,200 +5%
DekaBank Deutsche Girozentrale
261
DekaBank Deutsche Girozentrale
Germany
$1.48M -$444K -28,152 -25%
ABI
262
Adamant Biomedical Investments
Switzerland
$1.48M +$1.37M +87,000 New
NMERB
263
New Mexico Educational Retirement Board
New Mexico
$1.44M -$18.9K -1,200 -1%
DC
264
Deere & Company
Illinois
$1.43M -$410K -25,974 -24%
B
265
BP
United Kingdom
$1.43M +$1.33M +84,000 New
FMII
266
Farmers & Merchants Investments Inc
Nebraska
$1.42M -$59.7K -3,780 -4%
M&T Bank
267
M&T Bank
New York
$1.38M +$1.26M +79,770 +6,648%
Robeco Institutional Asset Management
268
Robeco Institutional Asset Management
Netherlands
$1.37M +$1.18M +74,490 +1,267%
MHIC
269
Marble Harbor Investment Counsel
Massachusetts
$1.34M – – –
WMSA
270
Weiss Multi-Strategy Advisers
New York
$1.33M -$242K -15,360 -16%
GIA
271
Gateway Investment Advisers
Ohio
$1.32M -$9.47K -600 -0.8%
Kayne Anderson Rudnick Investment Management
272
Kayne Anderson Rudnick Investment Management
California
$1.32M -$339K -21,492 -22%
HCMT
273
Highland Capital Management (Texas)
Texas
$1.28M -$950K -60,150 -44%
Calamos Advisors
274
Calamos Advisors
Illinois
$1.28M – – –
AWCI
275
Alpine Woods Capital Investors
New York
$1.24M – – –
9 10
11
12 13

EW Hedge Fund Activity: Q3 2014 in Review

496 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2014, worth a combined $12.4B — up 53% from $8.09B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new EW positions and 20 closed out — a net gain of 74 holders — while 157 added to existing stakes and 163 trimmed.

The largest buyer was Generation Investment Management, adding an estimated $123M. The largest seller was Capital World Investors, cutting an estimated $582M.

  • 496 institutional investors held Edwards Lifesciences (EW) as of Q3 2014, up from 428 in Q2 2014.
  • Funds reported $12.4B of Edwards Lifesciences stock for Q3 2014, up 53% quarter-over-quarter.
  • 94 funds opened new Edwards Lifesciences positions in Q3 2014 and 20 closed out, a net change of +74 holders.
  • The largest Edwards Lifesciences buyer in Q3 2014 was Generation Investment Management, an estimated $123M added.
  • The largest Edwards Lifesciences seller in Q3 2014 was Capital World Investors, an estimated $582M sold.

Based on aggregated 13F filings for Q3 2014.