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Edwards Lifesciences

409 hedge funds and large institutions have $7.25B invested in Edwards Lifesciences in 2014 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 170 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

17% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 48

16% more call options, than puts

Call options by funds: $69M | Put options by funds: $59.2M

11% more capital invested

Capital invested by funds: $6.52B → $7.25B (+$728M)

2.48% more ownership

Funds ownership: 544.76%547.24% (+2.5%)

0% more funds holding

Funds holding: 407409 (+2)

36% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 170

Holders
409
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
11.81%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
56
Increased
109
Reduced
170
Closed
48
Calls
$69M
Puts
$59.2M
Net Calls
+$9.75M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
26
Champlain Investment Partners
Vermont
$42.2M +$7.18M +622,260 +22%
Franklin Resources
27
Franklin Resources
California
$40.5M +$286K +24,780 +0.8%
GC
28
Guggenheim Capital
Illinois
$39.7M -$1.13M -97,644 -3%
Legal & General Group
29
Legal & General Group
United Kingdom
$35.5M -$1.52M -132,030 -4%
Los Angeles Capital Management
30
Los Angeles Capital Management
California
$34M +$7.81M +676,710 +33%
UBS AM
31
UBS AM
Illinois
$33.9M +$2.33M +202,116 +8%
Deutsche Bank
32
Deutsche Bank
Germany
$33M -$13M -1,122,582 -30%
TCIM
33
TIAA CREF Investment Management
New York
$31.5M -$21.9M -1,897,866 -43%
Allianz Asset Management
34
Allianz Asset Management
Germany
$31.3M -$14.1M -1,218,636 -32%
JP Morgan Chase
35
JP Morgan Chase
New York
$31M +$11M +955,068 +61%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$24.9M -$350K -30,294 -1%
Invesco
37
Invesco
Georgia
$24.3M +$13.8M +1,196,952 +155%
BlackRock
38
BlackRock
New York
$24.1M -$9.4M -814,356 -29%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$23.3M -$367K -31,800 -2%
SGA
40
Sector Gamma AS
Norway
$23.3M +$6.69M +579,600 +45%
ARC
41
Absolute Return Capital
Massachusetts
$22M -$5.07M -439,200 -20%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$21.7M -$4.16M -360,120 -17%
Primecap Management
43
Primecap Management
California
$20.8M
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$20.7M -$883K -76,494 -4%
Ohio Public Employees Retirement System (OPERS)
45
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.1M -$566K -49,092 -3%
Goldman Sachs
46
Goldman Sachs
New York
$19.6M -$3.31M -286,434 -15%
AAMU
47
Amundi Asset Management US
Massachusetts
$19M +$5.3M +459,588 +43%
Canada Life
48
Canada Life
Manitoba, Canada
$18.7M -$3.27M -283,740 -15%
Charles Schwab
49
Charles Schwab
California
$17.8M +$235K +20,334 +1%
BA
50
Broadview Advisors
Wisconsin
$16.9M +$808K +70,050 +5%

EW Hedge Fund Activity: Q1 2014 in Review

409 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2014, worth a combined $7.25B — up 11% from $6.52B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new EW positions and 48 closed out — a net gain of 8 holders — while 109 added to existing stakes and 170 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $332M. The largest seller was Jana Partners, exiting entirely with an estimated $102M sold.

  • 409 institutional investors held Edwards Lifesciences (EW) as of Q1 2014, up from 407 in Q4 2013.
  • Funds reported $7.25B of Edwards Lifesciences stock for Q1 2014, up 11% quarter-over-quarter.
  • 56 funds opened new Edwards Lifesciences positions in Q1 2014 and 48 closed out, a net change of +8 holders.
  • The largest Edwards Lifesciences buyer in Q1 2014 was Fidelity Investments, an estimated $332M added.
  • The largest Edwards Lifesciences seller in Q1 2014 was Jana Partners, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2014.