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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
BAS
501
Brown Advisory Securities
Maryland
$205K +$194K +8,640 New
CHP
502
Cable Hill Partners
Oregon
$190K
FNBT
503
FineMark National Bank & Trust
Florida
$187K +$60.3K +2,688 +52%
Fifth Third Bancorp
504
Fifth Third Bancorp
Ohio
$186K -$8.75K -390 -5%
SC
505
SRB Corp
Massachusetts
$179K +$8.88K +396 +6%
BC
506
Bartlett & Co
Ohio
$172K
OMCS
507
Old Mutual Customised Solutions
South Africa
$157K +$121K +5,400 +450%
JIC
508
Joel Isaacson & Co
New York
$155K -$10.8K -480 -7%
BEAM
509
Baker Ellis Asset Management
Washington
$142K
JFGIW
510
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$142K
IMAS
511
ID Management A/S
Denmark
$142K +$135K +6,000 New
WA
512
WFG Advisors
Texas
$136K -$32.3K -1,440 -20%
NYLT
513
New York Life Trust
New York
$135K -$8.88K -396 -7%
ST
514
Smithfield Trust
Pennsylvania
$135K
OSNBOA
515
Old Second National Bank of Aurora
Illinois
$128K
WRM
516
Westport Resources Management
Connecticut
$109K +$30.3K +1,350 +42%
TDC
517
Thompson Davis & Co
Virginia
$108K +$102K +4,530 New
GIS
518
Guardian Investor Services
New York
$106K +$1.61K +72 +2%
MAM
519
Mizuho Asset Management
Japan
$106K +$46.8K +2,088 +88%
OAM
520
Orinda Asset Management
California
$103K -$136K -6,078 -58%
FANJ
521
Financial Architects (New Jersey)
New Jersey
$101K -$12.7K -564 -12%
FCE
522
Fiera Capital (Europe)
Cayman Islands
$93K +$88K +3,924 New
Northwestern Mutual Wealth Management
523
Northwestern Mutual Wealth Management
Wisconsin
$92K +$12.7K +564 +17%
PO
524
Private Ocean
California
$82K
MWP
525
MYCIO Wealth Partners
Pennsylvania
$81K +$38.5K +1,716 +101%

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.