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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
LOAMS
351
Lombard Odier Asset Management (Switzerland)
Switzerland
$144K +$137K +10,098 New
TRCT
352
Tower Research Capital (TRC)
New York
$128K -$362K -26,676 -75%
MFS
353
MSI Financial Services
Massachusetts
$112K -$8.13K -600 -7%
BC
354
Bartlett & Co
Ohio
$103K
WA
355
WFG Advisors
Texas
$103K
FANJ
356
Financial Architects (New Jersey)
New Jersey
$94K +$89.5K +6,600 New
VFA
357
Virtus Fund Advisers
Connecticut
$93K +$87.7K +6,468 New
BAM
358
Brave Asset Management
New Jersey
$86K
Robeco Institutional Asset Management
359
Robeco Institutional Asset Management
Netherlands
$84K +$79.7K +5,880 New
RFC
360
Russell Frank Company
Washington
$83K -$45.4M -3,348,000 -100%
KT
361
Kanaly Trust
Texas
$82K
ST
362
Smithfield Trust
Pennsylvania
$82K
PCM
363
Prelude Capital Management
New York
$82K +$77.5K +5,718 New
OSNBOA
364
Old Second National Bank of Aurora
Illinois
$77K
Fifth Third Bancorp
365
Fifth Third Bancorp
Ohio
$76K -$651 -48 -0.9%
LTFS
366
Ladenburg Thalmann Financial Services
Florida
$75K
Northwestern Mutual Wealth Management
367
Northwestern Mutual Wealth Management
Wisconsin
$75K
FNBT
368
FineMark National Bank & Trust
Florida
$74K
W
369
Wealthfront
California
$72K +$16K +1,182 +32%
GIS
370
Guardian Investor Services
New York
$70K -$2.36K -174 -3%
DADC
371
D.A. Davidson & Co
Montana
$63K -$65.7K -4,848 -52%
MA
372
MUFG Americas
New York
$61K
NYLT
373
New York Life Trust
New York
$58K +$55.1K +4,062 New
GLI
374
Guardian Life Insurance
New York
$53K
CBOA
375
Commonwealth Bank of Australia
Australia
$52K -$3.47M -256,032 -99%

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.