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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
AB
326
Amalgamated Bank
New York
$261K +$24.6K +1,818 +11%
Natixis Advisors
327
Natixis Advisors
Massachusetts
$259K +$20.2K +1,488 +9%
EOJOAM
328
E. Ohman J:or Asset Management
Sweden
$258K
IIM
329
Ipswich Investment Management
Massachusetts
$254K
William Blair & Company
330
William Blair & Company
Illinois
$247K
RJT
331
Raymond James Trust
Florida
$240K
KFS
332
KMS Financial Services
Washington
$235K
CI
333
Conning Inc
Connecticut
$235K +$244 +18 +0.1%
Verition Fund Management
334
Verition Fund Management
Connecticut
$227K -$13.9K -1,026 -6%
V
335
Veritable
Delaware
$225K -$128K -9,438 -37%
ECM
336
Everence Capital Management
Indiana
$225K +$213K +15,720 New
WTNA
337
Wilmington Trust National Association
Delaware
$224K +$213K +15,690 New
TFF
338
Timothy F. Fidgeon
$220K +$208K +15,360 New
SB
339
Suntrust Banks
Georgia
$216K -$111K -8,184 -35%
BMO
340
Beck Mack & Oliver
New York
$216K +$205K +15,120 New
Thrivent Financial for Lutherans
341
Thrivent Financial for Lutherans
Minnesota
$215K +$203K +15,000 New
KeyBank National Association
342
KeyBank National Association
Ohio
$212K +$201K +14,820 New
CA
343
Cetera Advisors
Colorado
$210K +$201K +14,796 New
CLOS
344
Compagnie Lombard Odier SCmA
Switzerland
$196K
PAM
345
PartnerRe Asset Management
Connecticut
$193K -$28.4K -2,094 -13%
GT
346
Glenmede Trust
Pennsylvania
$184K
KLWA
347
Kelly Lawrence W & Associates
California
$181K +$163K +12,000 +2,000%
Toronto Dominion Bank
348
Toronto Dominion Bank
Ontario, Canada
$171K +$22.6K +1,668 +16%
SFPIA
349
Stevens First Principles Investment Advisors
California
$165K
OA
350
OFI Advisors
Pennsylvania
$162K -$6.75K -498 -4%

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.