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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.

New
Increased
Maintained
Reduced
Closed

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: 556575 (+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: 1514 (-1)

Holders
575
Holders Change
+19
Holders Change %
+3.42%
% of All Funds
15.33%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.37%
New
72
Increased
205
Reduced
218
Closed
44
Calls
$40.1M
Puts
$31.9M
Net Calls
+$8.18M
Net Calls Change
+$16M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
376
Princeton Alpha Management
New Jersey
$685K -$281K -12,516 -30%
RCM
377
Reynolds Capital Management
Nevada
$684K +$40.4K +1,800 +7%
FAAS
378
First Allied Advisory Services
California
$681K -$95.6K -4,260 -13%
KLWA
379
Kelly Lawrence W & Associates
California
$655K
SIM
380
Sentry Investment Management
Wisconsin
$650K
EHWM
381
Eads & Heald Wealth Management
Georgia
$648K -$101K -4,482 -14%
Jane Street
382
Jane Street
New York
$642K +$607K +27,060 New
EVM
383
Evelyn V. Moreno
$641K
MFS
384
Monetta Financial Services
Illinois
$641K +$606K +27,000 New
GMIM
385
General Motors Investment Management
New York
$589K -$766K -34,134 -58%
IWA
386
Inspirion Wealth Advisors
Illinois
$587K
CB
387
Commerce Bank
Missouri
$584K +$54.8K +2,442 +11%
BAM
388
Burnham Asset Management
New York
$578K
MCC
389
Malaga Cove Capital
California
$577K -$1.35K -60 -0.2%
IRS
390
Invictus RG (Singapore)
Singapore
$576K -$582K -25,962 -52%
BPGAM
391
BTG Pactual Global Asset Management
Bermuda
$573K +$137K +6,120 +34%
SAM
392
Sentinel Asset Management
Vermont
$570K +$538K +24,000 New
SFU
393
Stonehage Fleming (UK)
United Kingdom
$567K +$535K +23,868 New
MCM
394
Mazama Capital Management
Oregon
$562K +$531K +23,664 New
V
395
Veritable
Delaware
$558K +$226K +10,062 +75%
LA
396
Lucus Advisors
New York
$546K +$28.5K +1,272 +6%
ACI
397
Advance Capital I
Michigan
$541K +$512K +22,800 New
Simplex Trading
398
Simplex Trading
Illinois
$539K -$441K -19,656 -46%
CL
399
CIM LLC
New York
$535K -$34.6K -1,542 -6%
SI
400
Stephens Inc
Arkansas
$535K +$3.1K +138 +0.6%

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.