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Edwards Lifesciences

556 hedge funds and large institutions have $11.7B invested in Edwards Lifesciences in 2014 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 193 increasing their positions, 182 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 31

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

12% more funds holding

Funds holding: 496556 (+60)

6% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 182

5% less capital invested

Capital invested by funds: $12.4B → $11.7B (-$651M)

7.78% less ownership

Funds ownership: 523.44%515.66% (-7.8%)

15% less call options, than puts

Call options by funds: $44.3M | Put options by funds: $52.1M

Holders
556
Holders Change
+60
Holders Change %
+12.1%
% of All Funds
14.83%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.4%
New
97
Increased
193
Reduced
182
Closed
31
Calls
$44.3M
Puts
$52.1M
Net Calls
-$7.8M
Net Calls Change
-$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
51
Champlain Investment Partners
Vermont
$38.3M -$12M -596,040 -25%
Bank of America
52
Bank of America
North Carolina
$38.1M +$13.8M +685,074 +62%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$37.2M +$761K +37,860 +2%
Primecap Management
54
Primecap Management
California
$35.7M
SGAM
55
Smith Group Asset Management
Texas
$34.3M -$11.3M -560,220 -26%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$34.1M +$426K +21,192 +1%
RG
57
Renaissance Group
Kentucky
$33.7M +$31.9M +1,588,260 New
TA
58
Teachers Advisors
New York
$32.7M +$16.8M +834,474 +118%
Fidelity International
59
Fidelity International
Bermuda
$32.4M -$20M -996,048 -39%
BIM
60
BlackRock Investment Management
Delaware
$31.9M -$538K -26,796 -2%
GAM
61
Gotham Asset Management
New York
$31.6M -$3.03M -150,708 -9%
Citadel Advisors
62
Citadel Advisors
Florida
$30.1M -$18.9M -941,826 -40%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$30M +$4.24M +211,038 +18%
RFC
64
Russell Frank Company
Washington
$30M +$21.4M +1,065,582 +303%
CS
65
Credit Suisse
Switzerland
$26.9M +$1.6M +79,596 +7%
Ohio Public Employees Retirement System (OPERS)
66
Ohio Public Employees Retirement System (OPERS)
Ohio
$26.9M +$930K +46,278 +4%
AllianceBernstein
67
AllianceBernstein
Tennessee
$26.7M -$505K -25,152 -2%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$26.5M +$1.42M +70,734 +6%
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$26.1M +$9.19M +457,332 +59%
Dimensional Fund Advisors
70
Dimensional Fund Advisors
Texas
$26M +$3.46M +172,026 +16%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$25M +$221K +10,992 +0.9%
FQ
72
First Quadrant
California
$25M -$12.7M -630,600 -35%
Mitsubishi UFJ Trust & Banking
73
Mitsubishi UFJ Trust & Banking
Japan
$24.8M +$350K +17,442 +2%
BHIA
74
Birch Hill Investment Advisors
Massachusetts
$24.5M -$635K -31,620 -3%
CCMH
75
Cornerstone Capital Management Holdings
New York
$24.4M -$3.89M -193,710 -14%

EW Hedge Fund Activity: Q4 2014 in Review

556 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2014, worth a combined $11.7B — down 5.3% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new EW positions and 31 closed out — a net gain of 66 holders — while 193 added to existing stakes and 182 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $85M. The largest seller was Capital Research Global Investors, cutting an estimated $232M.

  • 556 institutional investors held Edwards Lifesciences (EW) as of Q4 2014, up from 496 in Q3 2014.
  • Funds reported $11.7B of Edwards Lifesciences stock for Q4 2014, down 5.3% quarter-over-quarter.
  • 97 funds opened new Edwards Lifesciences positions in Q4 2014 and 31 closed out, a net change of +66 holders.
  • The largest Edwards Lifesciences buyer in Q4 2014 was AQR Capital Management, an estimated $85M added.
  • The largest Edwards Lifesciences seller in Q4 2014 was Capital Research Global Investors, an estimated $232M sold.

Based on aggregated 13F filings for Q4 2014.