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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
Principal Financial Group
101
Principal Financial Group
Iowa
$22.2M -$381K -17,004 -2%
PP
102
PDT Partners
New York
$22M +$19.7M +878,844 +1,786%
AAM
103
Aberdeen Asset Management
United Kingdom
$21.9M +$6.33M +282,024 +44%
RhumbLine Advisers
104
RhumbLine Advisers
Massachusetts
$21.9M +$404 +18 +0%
Canada Pension Plan Investment Board
105
Canada Pension Plan Investment Board
Ontario, Canada
$21.9M -$2.35M -104,700 -10%
MTB
106
Mizuho Trust & Banking
Japan
$21.6M +$1.34M +59,898 +7%
O
107
OppenheimerFunds
New York
$21.5M +$1.03M +46,020 +5%
BJ
108
BlackRock Japan
Japan
$21.4M +$1.11M +49,284 +6%
FCM
109
Frontier Capital Management
Massachusetts
$20.8M -$735K -32,760 -4%
VOYA Investment Management
110
VOYA Investment Management
Georgia
$20.8M -$2.44M -108,966 -11%
UBS Group
111
UBS Group
Switzerland
$20.7M -$327K -14,556 -2%
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$20.5M -$2.38M -106,194 -11%
EAM
113
Eagle Asset Management
Florida
$20.1M +$16.9M +752,052 +790%
CM
114
Castleark Management
Illinois
$20M +$18.9M +840,480 New
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$19.9M -$2.68M -119,304 -12%
RFS
116
Rockefeller Financial Services
New York
$19.7M +$241K +10,764 +1%
CS
117
Candriam SCA
Luxembourg
$19.5M -$6.11M -272,280 -25%
Grantham, Mayo, Van Otterloo & Co (GMO)
118
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$19.1M +$888K +39,600 +5%
KBC Group
119
KBC Group
Belgium
$18.4M +$6.15M +273,972 +55%
Voloridge Investment Management
120
Voloridge Investment Management
Florida
$18.2M +$9.9M +441,156 +136%
BIM
121
Bogle Investment Management
Massachusetts
$17.7M -$194K -8,664 -1%
MAM
122
Martingale Asset Management
Massachusetts
$17.7M +$4.78M +213,288 +40%
VRS
123
Virginia Retirement Systems
Virginia
$16.4M -$290K -12,924 -2%
PPA
124
Parametric Portfolio Associates
Washington
$16.3M +$874K +38,952 +6%
SFM
125
Systematic Financial Management
New Jersey
$16.2M -$982K -43,782 -6%

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.