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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
AP
476
Advisor Partners
California
$261K +$31.1K +1,386 +14%
SFPIA
477
Stevens First Principles Investment Advisors
California
$259K
CCA
478
Catalyst Capital Advisors
New York
$258K -$89K -3,966 -27%
AIM
479
Aspen Investment Management
Michigan
$258K -$3.37K -150 -1%
OA
480
OFI Advisors
Pennsylvania
$250K -$6.19K -276 -3%
Walleye Trading
481
Walleye Trading
New York
$249K +$235K +10,476 New
Janney Montgomery Scott
482
Janney Montgomery Scott
Pennsylvania
$249K +$235K +10,488 New
SCA
483
Stonebridge Capital Advisors
Minnesota
$249K +$236K +10,500 New
GLRA
484
Gerald L. Ray & Associates
Texas
$242K
HFS
485
HL Financial Services
Kentucky
$242K
1SB
486
1ST Source Bank
Indiana
$239K
SCM
487
Sterling Capital Management
North Carolina
$237K +$224K +9,972 New
I
488
IberiaBank
Louisiana
$236K +$223K +9,930 New
LJHT
489
Laurie J. Hall Trustee
$234K -$53.8K -2,400 -20%
PCM
490
Prelude Capital Management
New York
$232K -$248K -11,052 -53%
TFF
491
Timothy F. Fidgeon
$228K -$53.8K -2,400 -20%
PCM
492
Price Capital Management
Louisiana
$228K +$215K +9,600 New
W
493
Wealthfront
California
$226K +$29.6K +1,320 +16%
RFC
494
Regions Financial Corp
Alabama
$224K +$211K +9,414 New
HB
495
Homrich & Berg
Georgia
$219K +$207K +9,210 New
MCM
496
Maryland Capital Management
Maryland
$214K +$202K +9,000 New
CI
497
Cowen Inc
New York
$214K +$202K +9,018 New
PFA
498
Pure Financial Advisors
California
$213K +$201K +8,976 New
HBT
499
Hills Bank & Trust
Iowa
$211K +$199K +8,880 New
BFS
500
Bradley Foster & Sargent
Connecticut
$208K +$197K +8,760 New

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.