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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
First Trust Advisors
26
First Trust Advisors
Illinois
$96.4M +$20.4M +907,692 +29%
Renaissance Technologies
27
Renaissance Technologies
New York
$95.2M +$24.8M +1,103,400 +38%
AI
28
Analytic Investors
California
$89.7M +$37.1M +1,652,340 +78%
CNB
29
City National Bank
California
$87.8M +$7.14M +318,252 +9%
NI
30
Numeric Investors
Massachusetts
$86.3M -$8.31M -370,200 -9%
T
31
TOBAM
France
$86.1M -$1.35M -60,156 -2%
PHS
32
PFM Health Sciences
California
$86M -$7.62M -339,726 -9%
Goldman Sachs
33
Goldman Sachs
New York
$84M +$31.5M +1,402,068 +66%
Deutsche Bank
34
Deutsche Bank
Germany
$82.9M +$13.3M +591,120 +20%
BAMCO Inc
35
BAMCO Inc
New York
$81.3M -$787K -35,088 -1%
GC
36
Guggenheim Capital
Illinois
$81M -$34.7M -1,544,520 -31%
Morgan Stanley
37
Morgan Stanley
New York
$80.8M -$18.1M -808,278 -19%
BlackRock
38
BlackRock
New York
$79.3M +$23.6M +1,051,974 +46%
UBS AM
39
UBS AM
Illinois
$77M -$1.89M -84,414 -3%
Two Sigma Investments
40
Two Sigma Investments
New York
$71.9M -$6.21M -276,744 -8%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$67.9M +$51.6M +2,298,528 +411%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$67.6M -$22.7M -1,013,652 -26%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$62.7M
Legal & General Group
44
Legal & General Group
United Kingdom
$61.6M -$2.56M -114,156 -4%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$60M -$6.97M -310,800 -11%
Charles Schwab
46
Charles Schwab
California
$56.2M -$2.22M -99,048 -4%
Citadel Advisors
47
Citadel Advisors
Florida
$55.9M +$20.9M +932,898 +66%
APG Asset Management
48
APG Asset Management
Netherlands
$53.5M +$27.9M +1,241,460 +123%
JIM
49
Jupiter Investment Management
United Kingdom
$51.9M -$1.04M -46,464 -2%
JP Morgan Chase
50
JP Morgan Chase
New York
$50M -$13.8M -615,546 -23%

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.