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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
SGH
276
Schonfeld Group Holdings
New York
$450K +$420K +36,432 New
TRCT
277
Tower Research Capital (TRC)
New York
$441K +$361K +31,260 +712%
PL
278
Perpetual Ltd
Australia
$426K
SCM
279
Shelton Capital Management
Colorado
$420K +$392K +33,948 New
SIM
280
Sentry Investment Management
Wisconsin
$408K
TFA
281
Transamerica Financial Advisors
Florida
$404K +$377K +32,664 New
SC
282
Scotia Capital
Ontario, Canada
$402K -$24.2K -2,100 -6%
SEC
283
Seven Eight Capital
New York
$386K +$360K +31,200 New
HCM
284
Howland Capital Management
Massachusetts
$382K
FWCM
285
Ferguson Wellman Capital Management
Oregon
$380K
UCFA
286
United Capital Financial Advisors
Texas
$379K +$354K +30,672 New
Creative Planning
287
Creative Planning
Kansas
$373K -$9.35K -810 -3%
Marshall Wace
288
Marshall Wace
United Kingdom
$371K +$346K +30,000 New
TMC
289
Trellus Management Company
Florida
$371K +$346K +30,000 New
DD
290
Dominick & Dominick
New York
$363K
Capital Fund Management (CFM)
291
Capital Fund Management (CFM)
France
$356K +$332K +28,800 New
LIA
292
LS Investment Advisors
Michigan
$340K +$110K +9,522 +53%
NB
293
Norinchukin Bank
Japan
$329K +$24.3K +2,106 +9%
MYLI
294
Meiji Yasuda Life Insurance
Japan
$326K -$485K -42,054 -61%
PI
295
Putnam Investments
Massachusetts
$326K -$6.92K -600 -2%
PCMI
296
Paradigm Capital Management Inc
New York
$312K
V
297
Veritable
Delaware
$311K +$66.5K +5,760 +30%
ST
298
Spot Trading
Illinois
$300K +$245K +21,234 +708%
WT
299
Wilmington Trust
Delaware
$300K +$280K +24,306 New
LG
300
LaFleur & Godfrey
Michigan
$297K

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.