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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
GCC
426
Guardian Capital (Canada)
Ontario, Canada
$435K -$75.4K -3,360 -15%
CI
427
Conning Inc
Connecticut
$435K +$1.35K +60 +0.3%
IH
428
IFC Holdings
Florida
$435K +$196K +8,742 +92%
Toronto Dominion Bank
429
Toronto Dominion Bank
Ontario, Canada
$423K -$195K -8,688 -33%
IIM
430
Ipswich Investment Management
Massachusetts
$422K
Fuller & Thaler Asset Management
431
Fuller & Thaler Asset Management
California
$413K -$269K -12,000 -41%
DILH
432
Dai-ichi Life Holdings
Japan
$410K
BKBG
433
BHF Kleinwort Benson Group
Belgium
$406K -$1.12M -50,100 -75%
UCFA
434
United Capital Financial Advisors
Texas
$406K -$176K -7,854 -29%
MAG
435
Millrace Asset Group
Pennsylvania
$405K -$687K -30,618 -64%
MIC
436
MU Investments Company
Japan
$404K +$377K +16,800 New
CC
437
Cognios Capital
Kansas
$386K
QSS
438
Quantitative Systematic Strategies
Florida
$383K +$147K +6,534 +68%
Mackenzie Financial
439
Mackenzie Financial
Ontario, Canada
$381K +$360K +16,044 New
TCOTO
440
Trust Company of the Ozarks
Missouri
$380K
TH
441
Timber Hill
Connecticut
$371K -$464K -20,688 -57%
Cambridge Investment Research Advisors
442
Cambridge Investment Research Advisors
Iowa
$370K +$18.2K +810 +5%
BMO
443
Beck Mack & Oliver
New York
$359K
SCM
444
Stellar Capital Management
Arizona
$358K -$793K -35,340 -70%
EOJOAM
445
E. Ohman J:or Asset Management
Sweden
$356K +$108K +4,800 +47%
PP
446
Paloma Partners
Connecticut
$356K -$331K -14,754 -50%
Nomura Holdings
447
Nomura Holdings
Japan
$350K -$3.67M -163,422 -92%
ECM
448
Everence Capital Management
Indiana
$349K
CLOS
449
Compagnie Lombard Odier SCmA
Switzerland
$343K -$177K -7,884 -35%
BMC
450
Benin Management Corp
Connecticut
$342K

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.