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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
DSC
526
Duncker Streett & Co
Missouri
$78K
GLI
527
Guardian Life Insurance
New York
$67K -$17.5K -780 -22%
CFA
528
Carroll Financial Associates
North Carolina
$57K -$1.21K -54 -2%
PFSC
529
Peoples Financial Services Corp
Pennsylvania
$57K
TWA
530
TCI Wealth Advisors
Arizona
$57K
PHK
531
Point72 Hong Kong
Hong Kong
$51K -$128K -5,700 -73%
AIM
532
Assured Investment Management
New York
$50K +$47.6K +2,124 New
SAMC
533
Shinko Asset Management Company
Japan
$47K -$7.94K -354 -15%
VanEck Associates
534
VanEck Associates
New York
$43K +$19.7K +876 +92%
HI
535
Hudock Inc
Pennsylvania
$40K
BPBT
536
Boston Private Bank & Trust
Massachusetts
$37K -$2.56K -114 -7%
LNB
537
Ledyard National Bank
$34K
BAM
538
Brave Asset Management
New Jersey
$28K
TCM
539
Tradewinds Capital Management
Washington
$28K
BFEC
540
Benjamin F. Edwards & Company
Missouri
$28K +$13.5K +600 +100%
FFC
541
First Financial Corp
Indiana
$27K -$6.73K -300 -21%
GAM
542
Gemmer Asset Management
California
$26K
RWA
543
Ropes Wealth Advisors
Massachusetts
$23K +$21.5K +960 New
First Manhattan
544
First Manhattan
New York
$22K -$2.42K -108 -10%
LWCFA
545
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K
AIM
546
Advantage Investment Management
Iowa
$19K +$4.71K +210 +35%
IMS
547
Index Management Solutions
Pennsylvania
$17K -$96.9K -4,320 -86%
AC
548
Alexandria Capital
Virginia
$17K +$16.2K +720 New
M
549
MOTCO
Texas
$16K
BAM
550
Barrett Asset Management
New York
$16K +$14.8K +660 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.