We are live on ! Find out more
EW icon

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
Manulife (Manufacturers Life Insurance)
551
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.7K -$285K -12,720 -2%
EWM
552
Evercore Wealth Management
New York
$14K
NC
553
NewSquare Capital
Pennsylvania
$14K
SEC
554
Seven Eight Capital
New York
$14K +$13.5K +600 New
ACS
555
Archford Capital Strategies
Illinois
$13.5K
MCM
556
Manchester Capital Management
Vermont
$12K -$2.02K -90 -14%
MCM
557
MV Capital Management
Maryland
$12K
CTC
558
Central Trust Company
Missouri
$10K
DA
559
Dunvegan Associates
California
$10K
EFSCE
560
Enterprise Financial Services Corp (EFSC)
Missouri
$10K
JFA
561
JNBA Financial Advisors
Minnesota
$10K
CIM
562
Contravisory Investment Management
Massachusetts
$9K
WT
563
Whittier Trust
California
$9K
RIA
564
Regal Investment Advisors
Michigan
$7K -$7.4K -330 -52%
ZB
565
Zions Bancorporation
Utah
$7K +$5.79K +258 New
FHA
566
First Horizon Advisors
Tennessee
$6K
WTB
567
Washington Trust Bank
Washington
$6K
VIA
568
Vantage Investment Advisors
Pennsylvania
$6K +$2.69K +120 +100%
MPWT
569
MassMutual Private Wealth & Trust
Connecticut
$5.7K -$12.1K -540 -69%
FNBOO
570
First National Bank of Omaha
Nebraska
$5.45K +$2.08M +92,526 +56%
CAW
571
Cornerstone Advisors (Washington)
Washington
$4K
GWM
572
Gupta Wealth Management
California
$3K +$2.69K +120 New
WA
573
WealthTrust-Arizona
Arizona
$3K +$2.83K +126 New
S
574
SignatureFD
Georgia
$1K +$1.21K +54 New
Capital World Investors
575
Capital World Investors
California
-$693M -32,636,400 Closed

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.