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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
MFBTD
126
MB Financial Bank - Trust Department
Illinois
$12.8M -$11.1M -552,384 -48%
CSIC
127
Clifford Swan Investment Counsel
California
$12.8M -$533K -26,550 -4%
Ameriprise
128
Ameriprise
Minnesota
$12.5M +$4.69M +233,652 +65%
Swiss National Bank
129
Swiss National Bank
Switzerland
$12.5M -$398K -19,800 -3%
Arrowstreet Capital
130
Arrowstreet Capital
Massachusetts
$11.9M +$8.95M +445,266 +391%
Neuberger Berman Group
131
Neuberger Berman Group
New York
$11.7M -$2.04M -101,502 -16%
Lord, Abbett & Co
132
Lord, Abbett & Co
New Jersey
$11.5M -$5.47M -272,148 -33%
AL
133
AJO LP
Pennsylvania
$11.3M +$8.09M +402,660 +314%
MAM
134
Martingale Asset Management
Massachusetts
$11.3M +$8.61M +428,622 +419%
MPM
135
Meritage Portfolio Management
Kansas
$10.8M -$145K -7,200 -1%
OSAM
136
O'Shaughnessy Asset Management
Connecticut
$10.6M +$2.27M +113,130 +29%
KBC Group
137
KBC Group
Belgium
$10.6M -$3.31M -164,952 -25%
Axa
138
Axa
France
$10.6M +$33.8K +1,680 +0.3%
Chevy Chase Trust
139
Chevy Chase Trust
Maryland
$10.3M +$14.8K +738 +0.2%
HI
140
HBK Investments
Texas
$10.1M +$3.27M +162,600 +52%
SG Americas Securities
141
SG Americas Securities
New York
$10.1M +$642K +31,962 +7%
Lazard Asset Management
142
Lazard Asset Management
New York
$10M -$1.56M -77,664 -14%
HCMT
143
Highland Capital Management (Texas)
Texas
$10M +$7.95M +395,550 +524%
Jacobs Levy Equity Management
144
Jacobs Levy Equity Management
New Jersey
$9.88M +$69.2K +3,444 +0.7%
PVI
145
Pura Vida Investments
New York
$9.55M +$9.04M +450,000 New
CIM
146
Calvert Investment Management
Maryland
$9.28M +$35K +1,740 +0.4%
Aviva
147
Aviva
United Kingdom
$9.07M +$109K +5,442 +1%
Canada Life
148
Canada Life
Manitoba, Canada
$8.97M -$12.5M -620,586 -59%
Barclays
149
Barclays
United Kingdom
$8.64M +$1.25M +62,088 +18%
AAM
150
Ardevora Asset Management
United Kingdom
$8.34M +$7.9M +393,000 New

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.