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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
DT
451
Diversified Trust
Tennessee
$339K -$114K -5,100 -26%
CC
452
ClearArc Capital
Ohio
$332K +$4.04K +180 +1%
CI
453
Constellation Investments
Ohio
$328K +$13.5K +600 +5%
MCM
454
Murphy Capital Management
New Jersey
$327K -$135K -6,000 -30%
SCA
455
Secor Capital Advisors
New York
$327K +$309K +13,758 New
PAM
456
PartnerRe Asset Management
Connecticut
$325K
SHA
457
Smith Hayes Advisers
Nebraska
$320K +$303K +13,494 New
IC
458
IKOS CIF
Cyprus
$313K -$86.6K -3,858 -23%
CL
459
CSS LLC
Illinois
$313K
MHC
460
Meyer Handelman Company
New York
$313K +$296K +13,200 New
MFS
461
MSI Financial Services
Massachusetts
$307K +$148K +6,618 +105%
SO
462
STRS Ohio
Ohio
$307K +$290K +12,930 New
UOC
463
UBS O'Connor
Illinois
$296K +$280K +12,474 New
SAM
464
SignalPoint Asset Management
Missouri
$295K +$41.7K +1,860 +18%
RIL
465
Rothschild Investment LLC
Illinois
$292K
TRIM
466
Thompson Rubinstein Investment Management
Oregon
$286K -$925K -41,238 -77%
COI
467
Connable Office Inc
Michigan
$285K
LG
468
LaFleur & Godfrey
Michigan
$285K
SLG
469
Stanley-Laman Group
Pennsylvania
$285K
MC
470
Maverick Capital
Texas
$279K +$264K +11,760 New
SB
471
Suntrust Banks
Georgia
$278K -$6.19K -276 -2%
AIP
472
Ameritas Investment Partners
Nebraska
$277K
Bank of Nova Scotia
473
Bank of Nova Scotia
Ontario, Canada
$272K -$16.3K -726 -6%
EGM
474
Engineers Gate Manager
New York
$271K -$178K -7,926 -41%
BPC
475
Banque Pictet & Cie
Switzerland
$264K

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.