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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
AI
601
Atria Investments
North Carolina
-$251K -11,814 Closed
ZDA
602
Zweig-DiMenna Associates
New York
-$242K -11,400 Closed
FA
603
FDx Advisors
Illinois
-$235K -11,088 Closed
BGIM
604
Boussard & Gavaudan Investment Management
United Kingdom
-$233K -10,830 Closed
MYLI
605
Meiji Yasuda Life Insurance
Japan
-$226K -10,662 Closed
SKK
606
Shepherd Kaplan Krochuk
Massachusetts
-$223K -10,524 Closed
Verition Fund Management
607
Verition Fund Management
Connecticut
-$208K -9,798 Closed
ZIG
608
Zuckerman Investment Group
Illinois
-$204K -9,600 Closed
Parallax Volatility Advisers
609
Parallax Volatility Advisers
California
-$180K -8,496 Closed
DBIA
610
Dumont & Blake Investment Advisors
New Jersey
-$178K -8,400 Closed
EPM
611
Equitec Proprietary Markets
Illinois
-$123K -5,796 Closed
NPC
612
National Planning Corporation
California
-$37.2K -1,716 Closed
RC
613
RegentAtlantic Capital
New Jersey
-$18.2K -858 Closed
PMFA
614
Plante Moran Financial Advisors
Michigan
-$17K -780 Closed
VFA
615
Virtus Fund Advisers
Connecticut
-$16K -738 Closed
RMAM
616
Raab & Moskowitz Asset Management
New Jersey
-$12K -552 Closed
BRWA
617
B. Riley Wealth Advisors
Florida
-$6 -300 Closed
HFM
618
Hartford Financial Management
Connecticut
-$5K -240 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.