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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
Principal Financial Group
76
Principal Financial Group
Iowa
$12.9M +$2.07M +152,772 +20%
EAM
77
EverPoint Asset Management
Connecticut
$12.9M +$12.2M +900,000 New
Boston Partners
78
Boston Partners
Massachusetts
$11.8M
RFS
79
Rockefeller Financial Services
New York
$11.6M -$402K -29,688 -4%
Canada Pension Plan Investment Board
80
Canada Pension Plan Investment Board
Ontario, Canada
$11.1M +$9.94M +733,398 +1,634%
JP Morgan Chase
81
JP Morgan Chase
New York
$10.7M -$23.8M -1,758,990 -70%
BIM
82
Bogle Investment Management
Massachusetts
$10.6M +$10M +737,430 New
Fidelity International
83
Fidelity International
Bermuda
$10.3M +$9.78M +721,212 New
CCMH
84
Cornerstone Capital Management Holdings
New York
$9.98M +$7.46M +550,596 +374%
Barclays
85
Barclays
United Kingdom
$9.88M +$2.11M +155,736 +29%
State of Wisconsin Investment Board
86
State of Wisconsin Investment Board
Wisconsin
$9.88M -$2.97M -219,420 -24%
TA
87
Teachers Advisors
New York
$9.68M +$2.1M +154,980 +30%
BJ
88
BlackRock Japan
Japan
$9.42M -$1.02M -75,558 -10%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.28M +$105K +7,776 +1%
CSIC
90
Clifford Swan Investment Counsel
California
$9.21M +$95.1K +7,014 +1%
PI
91
PGGM Investments
Netherlands
$9.07M +$8.6M +634,290 New
Swiss National Bank
92
Swiss National Bank
Switzerland
$8.97M -$146K -10,800 -2%
Retirement Systems of Alabama
93
Retirement Systems of Alabama
Alabama
$8.92M -$342K -25,260 -4%
U
94
UBS
Switzerland
$8.84M -$2.04M -150,630 -20%
Wells Fargo
95
Wells Fargo
California
$8.58M -$9.39M -692,676 -54%
DIA
96
Denver Investment Advisors
Colorado
$8.39M +$2.3M +169,836 +41%
SG Americas Securities
97
SG Americas Securities
New York
$8.24M -$2.26M -166,842 -22%
MFBTD
98
MB Financial Bank - Trust Department
Illinois
$7.95M +$904K +66,690 +14%
Two Sigma Investments
99
Two Sigma Investments
New York
$7.92M -$5.12M -377,910 -41%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$7.78M +$5.65M +416,628 +329%

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.