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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
LWCFA
526
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K
RC
527
RegentAtlantic Capital
New Jersey
$18.2K +$17.2K +858 New
PMFA
528
Plante Moran Financial Advisors
Michigan
$17K
MPWT
529
MassMutual Private Wealth & Trust
Connecticut
$16.6K +$4.82K +240 +44%
VFA
530
Virtus Fund Advisers
Connecticut
$16K
M
531
MOTCO
Texas
$15K
Manulife (Manufacturers Life Insurance)
532
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.3K +$541K +26,928 +4%
RIA
533
Regal Investment Advisors
Michigan
$13K -$2.77K -138 -18%
BFEC
534
Benjamin F. Edwards & Company
Missouri
$13K
EWM
535
Evercore Wealth Management
New York
$13K
MCM
536
Manchester Capital Management
Vermont
$13K
NC
537
NewSquare Capital
Pennsylvania
$13K
AIM
538
Advantage Investment Management
Iowa
$13K +$12.1K +600 New
ACS
539
Archford Capital Strategies
Illinois
$12K
WIL
540
Winifred I. Li
$12K +$9.76K +486 +579%
RMAM
541
Raab & Moskowitz Asset Management
New Jersey
$12K +$11.1K +552 New
MCM
542
MV Capital Management
Maryland
$10K +$9.88K +492 New
CTC
543
Central Trust Company
Missouri
$9K
DA
544
Dunvegan Associates
California
$9K
EFSCE
545
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
JFA
546
JNBA Financial Advisors
Minnesota
$9K +$2.41K +120 +40%
CIM
547
Contravisory Investment Management
Massachusetts
$8K
WT
548
Whittier Trust
California
$8K
FHA
549
First Horizon Advisors
Tennessee
$5K
HFM
550
Hartford Financial Management
Connecticut
$5K

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.