We are live on ! Find out more
EW icon

Edwards Lifesciences

575 hedge funds and large institutions have $13B invested in Edwards Lifesciences in 2015 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 205 increasing their positions, 218 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 44

26% more call options, than puts

Call options by funds: $40.1M | Put options by funds: $31.9M

11% more capital invested

Capital invested by funds: $11.7B → $13B (+$1.26B)

3% more funds holding

Funds holding: 556575 (+19)

6% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 218

6.63% less ownership

Funds ownership: 515.66%509.03% (-6.6%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
575
Holders Change
+19
Holders Change %
+3.42%
% of All Funds
15.33%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.37%
New
72
Increased
205
Reduced
218
Closed
44
Calls
$40.1M
Puts
$31.9M
Net Calls
+$8.18M
Net Calls Change
+$16M
Name Holding Trade Value Shares
Change
Change in
Stake
Adage Capital Partners
76
Adage Capital Partners
Massachusetts
$30.9M +$6.89M +307,200 +31%
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$30.7M +$1.05M +46,686 +4%
QI
78
QS Investors
New York
$30.4M +$11.5M +511,872 +67%
AllianceBernstein
79
AllianceBernstein
Tennessee
$29.6M -$242K -10,788 -0.9%
SI
80
Scout Investments
Missouri
$29.3M +$27.7M +1,235,142 New
Mitsubishi UFJ Trust & Banking
81
Mitsubishi UFJ Trust & Banking
Japan
$28.9M +$1.04M +46,266 +4%
Ohio Public Employees Retirement System (OPERS)
82
Ohio Public Employees Retirement System (OPERS)
Ohio
$28.8M -$1.24M -55,188 -4%
PC
83
Polar Capital
United Kingdom
$28.5M +$26.9M +1,200,000 New
WBC
84
Westpac Banking Corp
Australia
$28.2M -$135K -6,000 -0.6%
Invesco
85
Invesco
Georgia
$27.6M -$22.6M -1,007,286 -46%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$27.5M -$444K -19,800 -2%
CCMH
87
Cornerstone Capital Management Holdings
New York
$26.6M -$650K -28,974 -3%
Jacobs Levy Equity Management
88
Jacobs Levy Equity Management
New Jersey
$25.4M +$13.5M +603,600 +130%
USAA
89
United Services Automobile Association
Texas
$25.1M -$193K -8,622 -0.8%
BHIA
90
Birch Hill Investment Advisors
Massachusetts
$24.9M -$2.45M -109,116 -9%
IG
91
ING Group
Netherlands
$24.8M +$23.4M +1,043,052 New
ACI
92
AMP Capital Investors
Australia
$24.5M +$2.13M +95,064 +10%
Wells Fargo
93
Wells Fargo
California
$23.9M +$3.71M +165,222 +20%
CEP
94
Chicago Equity Partners
Illinois
$23.7M +$401K +17,880 +2%
Swiss National Bank
95
Swiss National Bank
Switzerland
$23.2M +$8.7M +387,600 +66%
AAMU
96
Amundi Asset Management US
Massachusetts
$23.1M -$1.78M -79,302 -8%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$22.8M +$13.5K +600 +0.1%
Barclays
98
Barclays
United Kingdom
$22.8M +$12.4M +553,368 +136%
HJGA
99
Hardman Johnston Global Advisors
Connecticut
$22.7M +$36.3K +1,620 +0.2%
Massachusetts Financial Services
100
Massachusetts Financial Services
Massachusetts
$22.6M +$20.7M +922,488 +2,992%

EW Hedge Fund Activity: Q1 2015 in Review

575 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2015, worth a combined $13B — up 11% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new EW positions and 44 closed out — a net gain of 28 holders — while 205 added to existing stakes and 218 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $110M. The largest seller was Capital World Investors, exiting entirely with an estimated $693M sold.

  • 575 institutional investors held Edwards Lifesciences (EW) as of Q1 2015, up from 556 in Q4 2014.
  • Funds reported $13B of Edwards Lifesciences stock for Q1 2015, up 11% quarter-over-quarter.
  • 72 funds opened new Edwards Lifesciences positions in Q1 2015 and 44 closed out, a net change of +28 holders.
  • The largest Edwards Lifesciences buyer in Q1 2015 was Bank of Montreal, an estimated $110M added.
  • The largest Edwards Lifesciences seller in Q1 2015 was Capital World Investors, an estimated $693M sold.

Based on aggregated 13F filings for Q1 2015.