Edwards Lifesciences
575 hedge funds and large institutions have $13B invested in Edwards Lifesciences in 2015 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 205 increasing their positions, 218 reducing their positions, and 44 closing their positions.
64% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 44
26% more call options, than puts
Call options by funds: $40.1M | Put options by funds: $31.9M
11% more capital invested
Capital invested by funds: $11.7B → $13B (+$1.26B)
3% more funds holding
Funds holding: 556 → 575 (+19)
6% less repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 218
6.63% less ownership
Funds ownership: 515.66% → 509.03% (-6.6%)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$110M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$107M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$74.5M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$69.9M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$63.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$693M |
| 2 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$270M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$113M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$70.7M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$34.7M |
EW Hedge Fund Activity: Q1 2015 in Review
575 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2015, worth a combined $13B — up 11% from $11.7B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new EW positions and 44 closed out — a net gain of 28 holders — while 205 added to existing stakes and 218 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $110M. The largest seller was Capital World Investors, exiting entirely with an estimated $693M sold.
- 575 institutional investors held Edwards Lifesciences (EW) as of Q1 2015, up from 556 in Q4 2014.
- Funds reported $13B of Edwards Lifesciences stock for Q1 2015, up 11% quarter-over-quarter.
- 72 funds opened new Edwards Lifesciences positions in Q1 2015 and 44 closed out, a net change of +28 holders.
- The largest Edwards Lifesciences buyer in Q1 2015 was Bank of Montreal, an estimated $110M added.
- The largest Edwards Lifesciences seller in Q1 2015 was Capital World Investors, an estimated $693M sold.
Based on aggregated 13F filings for Q1 2015.