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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
BPBT
401
Boston Private Bank & Trust
Massachusetts
$14K -$163 -12 -1%
First Manhattan
402
First Manhattan
New York
$13K
LWCFA
403
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K
PMFA
404
Plante Moran Financial Advisors
Michigan
$11K +$10.6K +780 New
GSC
405
Ground Swell Capital
South Carolina
$10K +$9.76K +720 New
SC
406
Skylands Capital
Wisconsin
$9K -$504K -37,200 -98%
BFEC
407
Benjamin F. Edwards & Company
Missouri
$9K
EWM
408
Evercore Wealth Management
New York
$9K
MCM
409
Manchester Capital Management
Vermont
$9K
NC
410
NewSquare Capital
Pennsylvania
$9K
ACS
411
Archford Capital Strategies
Illinois
$8.15K
EFSCE
412
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
CTC
413
Central Trust Company
Missouri
$6K -$8.13K -600 -59%
DA
414
Dunvegan Associates
California
$6K
NIM
415
NuWave Investment Management
New Jersey
$5K -$10.2K -756 -67%
WT
416
Whittier Trust
California
$5K
JFA
417
JNBA Financial Advisors
Minnesota
$4K
Envestnet Asset Management
418
Envestnet Asset Management
Illinois
$4K +$3.42K +252 New
CAW
419
Cornerstone Advisors (Washington)
Washington
$3K
HFM
420
Hartford Financial Management
Connecticut
$3K
WTB
421
Washington Trust Bank
Washington
$3K
FHA
422
First Horizon Advisors
Tennessee
$3K +$3.25K +240 New
VIA
423
Vantage Investment Advisors
Pennsylvania
$2K
AWCI
424
Alpine Woods Capital Investors
New York
$1.04K
TFA
425
Transamerica Financial Advisors
Florida
$1K -$443K -32,652 -100%

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.