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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
Macquarie Group
401
Macquarie Group
Australia
$527K
AB
402
Amalgamated Bank
New York
$527K +$116K +5,190 +31%
NAM
403
NTV Asset Management
West Virginia
$524K
LIA
404
LS Investment Advisors
Michigan
$522K -$135 -6 -0%
MA
405
MUFG Americas
New York
$514K +$390K +17,400 +408%
JIC
406
Johnson Investment Counsel
Ohio
$512K -$2.29K -102 -0.5%
Nordea Investment Management
407
Nordea Investment Management
Sweden
$501K
AA
408
ALPS Advisors
Colorado
$500K -$215K -9,564 -31%
TSW
409
Thompson Siegel & Walmsley
Virginia
$499K +$471K +21,000 New
RHBC
410
R.H. Bluestein & Co
Michigan
$498K +$38.4K +1,710 +9%
CIM
411
CenturyLink Investment Management
Colorado
$497K +$130K +5,784 +38%
TFA
412
Transamerica Financial Advisors
Florida
$495K -$3.23K -144 -0.7%
KRSITF
413
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$494K -$45K -2,004 -9%
SLAM
414
Swiss Life Asset Management
$490K +$463K +20,658 New
FWM
415
Frontier Wealth Management
Missouri
$485K +$106K +4,728 +30%
VFA
416
Voya Financial Advisors
Connecticut
$482K +$450K +20,070 New
BDF
417
Balasa Dinverno & Foltz
$470K +$60.8K +2,712 +16%
CA
418
Cetera Advisors
Colorado
$466K +$73.2K +3,264 +20%
RJT
419
Raymond James Trust
Florida
$459K -$10.1K -450 -2%
MERSOM
420
Municipal Employees' Retirement System of Michigan
Michigan
$456K -$67.3K -3,000 -14%
QI
421
Quotient Investors
New York
$456K +$431K +19,200 New
HNB
422
Huntington National Bank
Ohio
$455K +$26.8K +1,194 +7%
PSUF
423
People's United Financial
Connecticut
$447K
SPC
424
Sigma Planning Corp
Michigan
$444K +$146K +6,528 +54%
HIM
425
Hillsdale Investment Management
Ontario, Canada
$442K +$40.4K +1,800 +11%

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.