We are live on ! Find out more
EW icon

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
CS
76
Candriam SCA
Luxembourg
$23.2M +$22M +1,094,388 New
USAA
77
United Services Automobile Association
Texas
$22.7M +$18M +895,374 +521%
AAMU
78
Amundi Asset Management US
Massachusetts
$22.4M -$2.37M -118,140 -10%
Canada Pension Plan Investment Board
79
Canada Pension Plan Investment Board
Ontario, Canada
$21.8M +$240K +11,940 +1%
APG Asset Management
80
APG Asset Management
Netherlands
$21.4M -$850K -42,294 -4%
WBC
81
Westpac Banking Corp
Australia
$21.3M +$67.9K +3,378 +0.3%
Adage Capital Partners
82
Adage Capital Partners
Massachusetts
$21.1M +$5.69M +283,200 +40%
VOYA Investment Management
83
VOYA Investment Management
Georgia
$20.9M +$3.76M +187,212 +24%
CEP
84
Chicago Equity Partners
Illinois
$20.8M +$12.6M +628,350 +179%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$20.6M -$380K -18,912 -2%
SGA
86
Sector Gamma AS
Norway
$20.5M -$9.17M -456,600 -32%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$20.4M +$19M +944,100 +6,294%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$20.3M +$5.63M +280,170 +41%
Principal Financial Group
89
Principal Financial Group
Iowa
$20.2M -$5.06K -252 -0%
HJGA
90
Hardman Johnston Global Advisors
Connecticut
$20.2M -$844K -42,000 -4%
ACI
91
AMP Capital Investors
Australia
$19.9M +$3.94M +196,320 +27%
RhumbLine Advisers
92
RhumbLine Advisers
Massachusetts
$19.6M -$564K -28,098 -3%
FCM
93
Frontier Capital Management
Massachusetts
$19.3M -$577K -28,716 -3%
UBS Group
94
UBS Group
Switzerland
$18.8M +$17.8M +886,314 New
Prudential Financial
95
Prudential Financial
New Jersey
$18.4M +$595K +29,640 +4%
O
96
OppenheimerFunds
New York
$18.3M +$2.91M +144,960 +20%
BJ
97
BlackRock Japan
Japan
$18.1M +$3.06M +152,304 +22%
MTB
98
Mizuho Trust & Banking
Japan
$18M +$691K +34,404 +4%
GT
99
Glenmede Trust
Pennsylvania
$18M +$902K +44,916 +6%
Wells Fargo
100
Wells Fargo
California
$17.9M +$4.85M +241,224 +40%

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.