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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
Two Sigma Advisers
26
Two Sigma Advisers
New York
$48.4M -$2.6M -192,000 -5%
T
27
TOBAM
France
$48.4M -$21.8M -1,608,336 -32%
State of Tennessee, Department of Treasury
28
State of Tennessee, Department of Treasury
Tennessee
$46.1M +$42.2M +3,109,998 +2,787%
TCIM
29
TIAA CREF Investment Management
New York
$45.5M +$8.64M +636,996 +25%
UBS AM
30
UBS AM
Illinois
$41.9M +$2.5M +184,302 +7%
CNB
31
City National Bank
California
$40.7M +$22.9M +1,689,114 +146%
Legal & General Group
32
Legal & General Group
United Kingdom
$40.5M -$487K -35,958 -1%
CIP
33
Champlain Investment Partners
Vermont
$40.2M -$8.22M -606,270 -18%
Los Angeles Capital Management
34
Los Angeles Capital Management
California
$39.2M -$165K -12,186 -0.4%
SGAM
35
Smith Group Asset Management
Texas
$30.9M +$29.3M +2,161,800 New
Deutsche Bank
36
Deutsche Bank
Germany
$30M -$7.72M -569,364 -21%
Invesco
37
Invesco
Georgia
$28.3M +$105K +7,710 +0.4%
Millennium Management
38
Millennium Management
New York
$27.5M +$19.6M +1,442,490 +302%
BlackRock
39
BlackRock
New York
$26.8M -$1.07M -79,014 -4%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$26.4M -$2.13M -157,032 -8%
SGA
41
Sector Gamma AS
Norway
$25.8M -$1.08M -79,800 -4%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$24.4M -$658K -48,540 -3%
Primecap Management
43
Primecap Management
California
$24M
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$22.9M -$1.08M -79,446 -5%
Morgan Stanley
45
Morgan Stanley
New York
$22.3M +$3.24M +238,824 +18%
GAM
46
Gotham Asset Management
New York
$22.2M +$15.2M +1,124,304 +261%
BIM
47
BlackRock Investment Management
Delaware
$21.6M +$2.89M +213,228 +16%
Charles Schwab
48
Charles Schwab
California
$21.1M +$446K +32,874 +2%
Canada Life
49
Canada Life
Manitoba, Canada
$20.8M -$1.54M -113,826 -7%
Goldman Sachs
50
Goldman Sachs
New York
$20.5M -$2.03M -149,550 -9%

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.