We are live on ! Find out more
EW icon

Edwards Lifesciences

428 hedge funds and large institutions have $8.09B invested in Edwards Lifesciences in 2014 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 96 increasing their positions, 177 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 45

12% more capital invested

Capital invested by funds: $7.25B → $8.09B (+$838M)

5% more funds holding

Funds holding: 409428 (+19)

9% more call options, than puts

Call options by funds: $44.5M | Put options by funds: $40.9M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

11.23% less ownership

Funds ownership: 547.24%536.01% (-11%)

46% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 177

Holders
428
Holders Change
+19
Holders Change %
+4.65%
% of All Funds
12.3%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
67
Increased
96
Reduced
177
Closed
45
Calls
$44.5M
Puts
$40.9M
Net Calls
+$3.57M
Net Calls Change
-$6.18M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
276
Dynamic Advisor Solutions
Arizona
$520K +$493K +36,342 New
IRS
277
Invictus RG (Singapore)
Singapore
$511K +$461K +34,038 +2,026%
DT
278
Diversified Trust
Tennessee
$498K +$472K +34,818 New
SFU
279
Stonehage Fleming (UK)
United Kingdom
$494K +$468K +34,548 New
SCM
280
Shelton Capital Management
Colorado
$486K
EVM
281
Eaton Vance Management
Massachusetts
$473K +$447K +33,000 New
PA
282
Profund Advisors
Maryland
$456K -$88.2K -6,504 -17%
OC
283
Oppenheimer & Co
New York
$450K -$180K -13,248 -30%
PCMI
284
Paradigm Capital Management Inc
New York
$446K +$81.3K +6,000 +24%
HCM
285
Howland Capital Management
Massachusetts
$442K
SIM
286
Sentry Investment Management
Wisconsin
$440K -$30.5K -2,250 -7%
Tudor Investment Corp
287
Tudor Investment Corp
Connecticut
$429K -$7.84M -578,400 -95%
FWCM
288
Ferguson Wellman Capital Management
Oregon
$429K -$9.76K -720 -2%
Creative Planning
289
Creative Planning
Kansas
$426K -$5.53K -408 -1%
Teacher Retirement System of Texas
290
Teacher Retirement System of Texas
Texas
$410K +$240K +17,670 +160%
CL
291
CIM LLC
New York
$408K +$387K +28,530 New
LIA
292
LS Investment Advisors
Michigan
$384K -$9.84K -726 -3%
AIM
293
abrdn Investment Management
United Kingdom
$383K +$363K +26,796 New
PI
294
Putnam Investments
Massachusetts
$378K
HighTower Advisors
295
HighTower Advisors
Illinois
$373K -$2.11M -155,682 -85%
EVM
296
Evelyn V. Moreno
$343K
PRC
297
Platte River Capital
Colorado
$343K +$325K +24,000 New
NB
298
Norinchukin Bank
Japan
$338K -$40.8K -3,012 -11%
WFM
299
Wilmington Funds Management
Delaware
$334K +$316K +23,316 New
BAM
300
Burnham Asset Management
New York
$331K

EW Hedge Fund Activity: Q2 2014 in Review

428 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2014, worth a combined $8.09B — up 12% from $7.25B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new EW positions and 45 closed out — a net gain of 22 holders — while 96 added to existing stakes and 177 trimmed.

The largest buyer was Generation Investment Management, adding an estimated $153M. The largest seller was Capital Research Global Investors, cutting an estimated $203M.

  • 428 institutional investors held Edwards Lifesciences (EW) as of Q2 2014, up from 409 in Q1 2014.
  • Funds reported $8.09B of Edwards Lifesciences stock for Q2 2014, up 12% quarter-over-quarter.
  • 67 funds opened new Edwards Lifesciences positions in Q2 2014 and 45 closed out, a net change of +22 holders.
  • The largest Edwards Lifesciences buyer in Q2 2014 was Generation Investment Management, an estimated $153M added.
  • The largest Edwards Lifesciences seller in Q2 2014 was Capital Research Global Investors, an estimated $203M sold.

Based on aggregated 13F filings for Q2 2014.