We are live on ! Find out more
EW icon

Edwards Lifesciences

428 hedge funds and large institutions have $8.09B invested in Edwards Lifesciences in 2014 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 96 increasing their positions, 177 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 45

12% more capital invested

Capital invested by funds: $7.25B → $8.09B (+$838M)

5% more funds holding

Funds holding: 409428 (+19)

9% more call options, than puts

Call options by funds: $44.5M | Put options by funds: $40.9M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

11.23% less ownership

Funds ownership: 547.24%536.01% (-11%)

46% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 177

Holders
428
Holders Change
+19
Holders Change %
+4.65%
% of All Funds
12.3%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
67
Increased
96
Reduced
177
Closed
45
Calls
$44.5M
Puts
$40.9M
Net Calls
+$3.57M
Net Calls Change
-$6.18M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$19.4M +$2M +147,762 +12%
ARC
52
Absolute Return Capital
Massachusetts
$18.4M -$6.73M -496,812 -28%
Citadel Advisors
53
Citadel Advisors
Florida
$18.3M +$15.9M +1,170,612 +1,084%
Mitsubishi UFJ Trust & Banking
54
Mitsubishi UFJ Trust & Banking
Japan
$17.8M +$13.9K +1,026 +0.1%
Ohio Public Employees Retirement System (OPERS)
55
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.8M -$5.18M -381,912 -24%
Bank of America
56
Bank of America
North Carolina
$17.5M +$4.73M +349,176 +40%
AAMU
57
Amundi Asset Management US
Massachusetts
$17.4M -$4.3M -317,154 -21%
BTW
58
Boston Trust Walden
Massachusetts
$17.3M -$597K -44,040 -4%
BHIA
59
Birch Hill Investment Advisors
Massachusetts
$17.2M -$210K -15,486 -1%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$17M -$262K -19,338 -2%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$16.5M -$203K -15,000 -1%
BA
62
Broadview Advisors
Wisconsin
$15.3M -$4.11M -303,000 -22%
CS
63
Credit Suisse
Switzerland
$15.1M -$1.4M -103,242 -9%
APG Asset Management
64
APG Asset Management
Netherlands
$14.9M +$4.29M +316,476 +44%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$14.7M -$300K -22,164 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
66
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$14.4M +$9.27M +684,000 +213%
HJGA
67
Hardman Johnston Global Advisors
Connecticut
$14.4M +$174K +12,840 +1%
Credit Agricole
68
Credit Agricole
France
$14.2M +$2.91M +214,992 +28%
Dimensional Fund Advisors
69
Dimensional Fund Advisors
Texas
$13.8M +$154K +11,334 +1%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$13.6M -$967K -71,310 -7%
FCM
71
Frontier Capital Management
Massachusetts
$13.6M -$753K -55,560 -6%
Prudential Financial
72
Prudential Financial
New Jersey
$13.3M +$280K +20,688 +2%
MTB
73
Mizuho Trust & Banking
Japan
$13.1M +$466K +34,410 +4%
VRS
74
Virginia Retirement Systems
Virginia
$13.1M +$12.4M +914,316 New
First Trust Advisors
75
First Trust Advisors
Illinois
$13M +$6.95M +512,922 +129%

EW Hedge Fund Activity: Q2 2014 in Review

428 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2014, worth a combined $8.09B — up 12% from $7.25B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new EW positions and 45 closed out — a net gain of 22 holders — while 96 added to existing stakes and 177 trimmed.

The largest buyer was Generation Investment Management, adding an estimated $153M. The largest seller was Capital Research Global Investors, cutting an estimated $203M.

  • 428 institutional investors held Edwards Lifesciences (EW) as of Q2 2014, up from 409 in Q1 2014.
  • Funds reported $8.09B of Edwards Lifesciences stock for Q2 2014, up 12% quarter-over-quarter.
  • 67 funds opened new Edwards Lifesciences positions in Q2 2014 and 45 closed out, a net change of +22 holders.
  • The largest Edwards Lifesciences buyer in Q2 2014 was Generation Investment Management, an estimated $153M added.
  • The largest Edwards Lifesciences seller in Q2 2014 was Capital Research Global Investors, an estimated $203M sold.

Based on aggregated 13F filings for Q2 2014.