Edwards Lifesciences
556 hedge funds and large institutions have $11.7B invested in Edwards Lifesciences in 2014 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 193 increasing their positions, 182 reducing their positions, and 31 closing their positions.
213% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 31
50% more funds holding in top 10
Funds holding in top 10: 10 → 15 (+5)
12% more funds holding
Funds holding: 496 → 556 (+60)
6% more repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 182
5% less capital invested
Capital invested by funds: $12.4B → $11.7B (-$651M)
7.78% less ownership
Funds ownership: 523.44% → 515.66% (-7.8%)
15% less call options, than puts
Call options by funds: $44.3M | Put options by funds: $52.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$85M |
| 2 |
Millennium Management
New York
|
+$84.3M |
| 3 |
WG
Winton Group
London,
United Kingdom
|
+$83.7M |
| 4 |
PHS
PFM Health Sciences
San Francisco,
California
|
+$79.6M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$73.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$232M |
| 2 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$166M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$112M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$89.3M |
| 5 |
NTC
North Tide Capital
Boston,
Massachusetts
|
-$76.6M |
EW Hedge Fund Activity: Q4 2014 in Review
556 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2014, worth a combined $11.7B — down 5.3% from $12.4B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new EW positions and 31 closed out — a net gain of 66 holders — while 193 added to existing stakes and 182 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $85M. The largest seller was Capital Research Global Investors, cutting an estimated $232M.
- 556 institutional investors held Edwards Lifesciences (EW) as of Q4 2014, up from 496 in Q3 2014.
- Funds reported $11.7B of Edwards Lifesciences stock for Q4 2014, down 5.3% quarter-over-quarter.
- 97 funds opened new Edwards Lifesciences positions in Q4 2014 and 31 closed out, a net change of +66 holders.
- The largest Edwards Lifesciences buyer in Q4 2014 was AQR Capital Management, an estimated $85M added.
- The largest Edwards Lifesciences seller in Q4 2014 was Capital Research Global Investors, an estimated $232M sold.
Based on aggregated 13F filings for Q4 2014.