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
PO
376
Private Ocean
California
$49K
IMS
377
Index Management Solutions
Pennsylvania
$48K -$54.8K -4,044 -54%
DSC
378
Duncker Streett & Co
Missouri
$47K
NFG
379
Next Financial Group
Texas
$46K +$39.1K +2,886 New
VNB
380
Valley National Bancorp
New York
$43K
LBG
381
Lloyds Banking Group
United Kingdom
$42K -$1.6M -118,248 -98%
SAMC
382
Shinko Asset Management Company
Japan
$42K
QT
383
Quantbot Technologies
New York
$41K -$721K -53,208 -95%
JIC
384
Joel Isaacson & Co
New York
$40K
PTC
385
Private Trust Company
Ohio
$37K -$1.14K -84 -3%
CFA
386
Carroll Financial Associates
North Carolina
$35K
TWA
387
TCI Wealth Advisors
Arizona
$34K
RNS
388
Robert N. Shapiro
$31K
IPC
389
Independent Portfolio Consultants
Florida
$29K +$27.2K +2,010 New
OMCS
390
Old Mutual Customised Solutions
South Africa
$26K
HI
391
Hudock Inc
Pennsylvania
$24K
FFC
392
First Financial Corp
Indiana
$20K
LNB
393
Ledyard National Bank
$20K
M
394
MOTCO
Texas
$20K
M&T Bank
395
M&T Bank
New York
$17K
TCM
396
Tradewinds Capital Management
Washington
$17K
RIA
397
Regal Investment Advisors
Michigan
$15K -$15.5K -1,140 -51%
PAS
398
Partnervest Advisory Services
California
$15K -$163 -12 -1%
MAM
399
Mizuho Asset Management
Japan
$15K
GAM
400
Gemmer Asset Management
California
$15K +$14.6K +1,080 New

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.