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Edwards Lifesciences
EW

496 hedge funds and large institutions have $12.4B invested in Edwards Lifesciences in 2014 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 157 increasing their positions, 163 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 5 → 10 (+5)

53% more capital invested

Capital invested by funds: $8.09B → $12.4B (+$4.31B)

27% more call options, than puts

Call options by funds: $44.2M | Put options by funds: $34.7M

16% more funds holding

Funds holding: 428 → 496 (+68)

4% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 163

12.58% less ownership

Funds ownership: 536.01% → 523.44% (-13%)

Holders
496
Holders Change
+68
Holders Change %
+15.89%
% of All Funds
14.39%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
94
Increased
157
Reduced
163
Closed
20
Calls
$44.2M
Puts
$34.7M
Net Calls
+$9.45M
Net Calls Change
+$5.87M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
+$123M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$91.3M
3
Two Sigma Investments
Two Sigma Investments
New York
+$66.6M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$58.9M
5
JP Morgan Chase
JP Morgan Chase
New York
+$50.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$582M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$168M
3
SDJVC
St. Denis J. Villere & Co
Louisiana
-$119M
4
FC
Fairpointe Capital
Illinois
-$86.9M
5
Norges Bank
Norges Bank
Norway
-$69.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FQ
51
First Quadrant
California
$30.8M +$26.7M +1,690,200 +1,440%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$29.2M +$161K +10,200 +0.6%
Primecap Management
53
Primecap Management
California
$28.6M – – –
ARC
54
Absolute Return Capital
Massachusetts
$28.4M +$6.13M +388,098 +30%
GAM
55
Gotham Asset Management
New York
$27.9M +$1.32M +83,526 +5%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$26.6M -$569K -36,072 -2%
BIM
57
BlackRock Investment Management
Delaware
$26.1M +$351K +22,218 +1%
SGA
58
Sector Gamma AS
Norway
$24.2M -$5.97M -378,000 -21%
Goldman Sachs
59
Goldman Sachs
New York
$22.9M -$1.41M -89,106 -6%
CCMH
60
Cornerstone Capital Management Holdings
New York
$22.8M +$10.2M +643,866 +92%
AllianceBernstein
61
AllianceBernstein
Tennessee
$21.8M -$1.17M -73,818 -5%
Point72 Asset Management
62
Point72 Asset Management
Connecticut
$21.1M +$19.5M +1,237,800 New
Ohio Public Employees Retirement System (OPERS)
63
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.8M -$328K -20,778 -2%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$20.5M +$10.4M +659,514 +121%
CS
65
Credit Suisse
Switzerland
$20.2M +$2.15M +136,410 +13%
BHIA
66
Birch Hill Investment Advisors
Massachusetts
$20.2M -$237K -15,036 -1%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$20M -$147K -9,294 -0.8%
AAMU
68
Amundi Asset Management US
Massachusetts
$20M -$742K -46,974 -4%
SDJVC
69
St. Denis J. Villere & Co
Louisiana
$19.9M -$119M -7,509,108 -87%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$19.9M +$209K +13,236 +1%
Mitsubishi UFJ Trust & Banking
71
Mitsubishi UFJ Trust & Banking
Japan
$19.6M -$1.42M -89,790 -7%
Bank of America
72
Bank of America
North Carolina
$18.9M -$1.77M -112,326 -9%
D.E. Shaw & Co
73
D.E. Shaw & Co
New York
$18.7M +$13.2M +836,244 +319%
MFBTD
74
MB Financial Bank - Trust Department
Illinois
$18.2M +$9.49M +601,188 +108%
Dimensional Fund Advisors
75
Dimensional Fund Advisors
Texas
$17.9M +$1.4M +88,452 +9%
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EW Hedge Fund Activity: Q3 2014 in Review

496 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2014, worth a combined $12.4B — up 53% from $8.09B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new EW positions and 20 closed out — a net gain of 74 holders — while 157 added to existing stakes and 163 trimmed.

The largest buyer was Generation Investment Management, adding an estimated $123M. The largest seller was Capital World Investors, cutting an estimated $582M.

  • 496 institutional investors held Edwards Lifesciences (EW) as of Q3 2014, up from 428 in Q2 2014.
  • Funds reported $12.4B of Edwards Lifesciences stock for Q3 2014, up 53% quarter-over-quarter.
  • 94 funds opened new Edwards Lifesciences positions in Q3 2014 and 20 closed out, a net change of +74 holders.
  • The largest Edwards Lifesciences buyer in Q3 2014 was Generation Investment Management, an estimated $123M added.
  • The largest Edwards Lifesciences seller in Q3 2014 was Capital World Investors, an estimated $582M sold.

Based on aggregated 13F filings for Q3 2014.