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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
ACI
101
AMP Capital Investors
Australia
$12.5M +$8.77M +555,528 +324%
O
102
OppenheimerFunds
New York
$12.2M +$11.3M +716,220 New
Adage Capital Partners
103
Adage Capital Partners
Massachusetts
$12.1M +$11.2M +711,600 New
TA
104
Teachers Advisors
New York
$12M +$440K +27,864 +4%
BJ
105
BlackRock Japan
Japan
$11.9M +$620K +39,306 +6%
State of Wisconsin Investment Board
106
State of Wisconsin Investment Board
Wisconsin
$11.8M +$49.3K +3,120 +0.5%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$11.7M +$3.41M +216,306 +46%
OAM
108
Oxford Asset Management
United Kingdom
$11.7M +$10.9M +688,242 New
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$11.5M +$3.87M +245,262 +57%
U
110
UBS
Switzerland
$11.4M +$791K +50,082 +8%
KBC Group
111
KBC Group
Belgium
$11.3M +$3.18M +201,180 +43%
PI
112
PGGM Investments
Netherlands
$11.2M +$350K +22,152 +3%
Neuberger Berman Group
113
Neuberger Berman Group
New York
$11.1M +$2.46M +156,012 +31%
CSIC
114
Clifford Swan Investment Counsel
California
$10.7M -$217K -13,770 -2%
EAM
115
Edge Asset Management
Washington
$10.5M +$2.88M +182,532 +42%
Swiss National Bank
116
Swiss National Bank
Switzerland
$10.4M -$265K -16,800 -3%
Wells Fargo
117
Wells Fargo
California
$10.2M +$29.6K +1,878 +0.3%
DIA
118
Denver Investment Advisors
Colorado
$9.61M -$348K -22,014 -4%
JIM
119
Jupiter Investment Management
United Kingdom
$9.41M +$8.73M +552,918 New
Lazard Asset Management
120
Lazard Asset Management
New York
$9.36M +$8.68M +550,068 New
PPA
121
Parametric Portfolio Associates
Washington
$9.2M +$229K +14,496 +3%
HSBC Holdings
122
HSBC Holdings
United Kingdom
$8.93M +$623K +39,486 +8%
MPM
123
Meritage Portfolio Management
Kansas
$8.79M -$220K -13,950 -3%
Axa
124
Axa
France
$8.48M +$264K +16,698 +3%
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$8.25M +$499K +31,632 +7%
3 4
5
6 7

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.