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Edwards Lifesciences

556 hedge funds and large institutions have $11.7B invested in Edwards Lifesciences in 2014 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 193 increasing their positions, 182 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 31

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

12% more funds holding

Funds holding: 496556 (+60)

6% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 182

5% less capital invested

Capital invested by funds: $12.4B → $11.7B (-$651M)

7.78% less ownership

Funds ownership: 523.44%515.66% (-7.8%)

15% less call options, than puts

Call options by funds: $44.3M | Put options by funds: $52.1M

Holders
556
Holders Change
+60
Holders Change %
+12.1%
% of All Funds
14.83%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.4%
New
97
Increased
193
Reduced
182
Closed
31
Calls
$44.3M
Puts
$52.1M
Net Calls
-$7.8M
Net Calls Change
-$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
IH
476
IFC Holdings
Florida
$202K +$191K +9,504 New
Parallax Volatility Advisers
477
Parallax Volatility Advisers
California
$180K +$171K +8,496 New
DBIA
478
Dumont & Blake Investment Advisors
New Jersey
$178K +$169K +8,400 New
W
479
Wealthfront
California
$174K +$43.4K +2,160 +36%
Fifth Third Bancorp
480
Fifth Third Bancorp
Ohio
$174K +$57.9K +2,880 +54%
CHP
481
Cable Hill Partners
Oregon
$172K +$163K +8,100 New
PHK
482
Point72 Hong Kong
Hong Kong
$167K +$158K +7,860 New
NIMI
483
Natixis Investment Managers International
France
$161K +$153K +7,602 New
BC
484
Bartlett & Co
Ohio
$153K
SC
485
SRB Corp
Massachusetts
$152K -$27.7K -1,380 -16%
WA
486
WFG Advisors
Texas
$152K
JIC
487
Joel Isaacson & Co
New York
$149K +$84.4K +4,200 +149%
MFS
488
MSI Financial Services
Massachusetts
$134K -$12.1K -600 -9%
NYLT
489
New York Life Trust
New York
$129K -$25K -1,242 -17%
JFGIW
490
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$127K
BEAM
491
Baker Ellis Asset Management
Washington
$127K +$121K +6,000 New
NES
492
New England Securities
New York
$125K +$94K +4,680 +384%
EPM
493
Equitec Proprietary Markets
Illinois
$123K +$116K +5,796 New
ST
494
Smithfield Trust
Pennsylvania
$121K
OSNBOA
495
Old Second National Bank of Aurora
Illinois
$114K
FNBT
496
FineMark National Bank & Trust
Florida
$110K
IMS
497
Index Management Solutions
Pennsylvania
$107K +$29.7K +1,476 +41%
FANJ
498
Financial Architects (New Jersey)
New Jersey
$102K -$12.1K -600 -11%
RNS
499
Robert N. Shapiro
$95K +$14K +696 +19%
GIS
500
Guardian Investor Services
New York
$93K -$1.93K -96 -2%

EW Hedge Fund Activity: Q4 2014 in Review

556 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2014, worth a combined $11.7B — down 5.3% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new EW positions and 31 closed out — a net gain of 66 holders — while 193 added to existing stakes and 182 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $85M. The largest seller was Capital Research Global Investors, cutting an estimated $232M.

  • 556 institutional investors held Edwards Lifesciences (EW) as of Q4 2014, up from 496 in Q3 2014.
  • Funds reported $11.7B of Edwards Lifesciences stock for Q4 2014, down 5.3% quarter-over-quarter.
  • 97 funds opened new Edwards Lifesciences positions in Q4 2014 and 31 closed out, a net change of +66 holders.
  • The largest Edwards Lifesciences buyer in Q4 2014 was AQR Capital Management, an estimated $85M added.
  • The largest Edwards Lifesciences seller in Q4 2014 was Capital Research Global Investors, an estimated $232M sold.

Based on aggregated 13F filings for Q4 2014.