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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
American Century Companies
126
American Century Companies
Missouri
$16.2M +$14.4M +641,406 +1,595%
HCMT
127
Highland Capital Management (Texas)
Texas
$15.9M +$4.48M +199,854 +42%
SGA
128
Sector Gamma AS
Norway
$15.7M -$6.82M -304,200 -31%
HSBC Holdings
129
HSBC Holdings
United Kingdom
$15.3M +$805K +35,898 +6%
OAM
130
Oxford Asset Management
United Kingdom
$15.2M +$937K +41,748 +7%
Tudor Investment Corp
131
Tudor Investment Corp
Connecticut
$15.1M +$13.4M +599,394 +1,612%
JMPWA
132
JP Morgan Private Wealth Advisors
California
$15M -$1.67M -74,490 -11%
EAM
133
Edge Asset Management
Washington
$15M -$37.3K -1,662 -0.3%
Credit Agricole
134
Credit Agricole
France
$15M -$3.95M -176,268 -22%
Axa
135
Axa
France
$14.9M +$2.9M +129,234 +26%
DL
136
Delta Lloyd
Netherlands
$14.7M -$63.7K -2,838 -0.5%
BJCM
137
Blue Jay Capital Management
California
$14.2M +$5.38M +240,000 +67%
CCM
138
Catapult Capital Management
New York
$14.2M +$7.4M +330,000 +122%
PI
139
PineBridge Investments
New York
$14.2M -$479K -21,354 -3%
CSIC
140
Clifford Swan Investment Counsel
California
$14.1M -$204K -9,096 -2%
PI
141
PGGM Investments
Netherlands
$13.5M -$1.32M -58,626 -9%
BCIM
142
British Columbia Investment Management
British Columbia, Canada
$13.5M +$4.12M +183,864 +48%
Canada Life
143
Canada Life
Manitoba, Canada
$12.4M +$2.27M +101,364 +24%
DCM
144
Decade Capital Management
New York
$12.4M +$11.7M +523,644 New
Chevy Chase Trust
145
Chevy Chase Trust
Maryland
$12M +$481K +21,462 +4%
TD Asset Management
146
TD Asset Management
Ontario, Canada
$11.7M +$3.6M +160,542 +49%
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$11.5M -$369K -16,464 -3%
MFBTD
148
MB Financial Bank - Trust Department
Illinois
$11.5M -$2.71M -120,828 -20%
State of Wisconsin Investment Board
149
State of Wisconsin Investment Board
Wisconsin
$11.4M -$5.41M -241,140 -33%
Retirement Systems of Alabama
150
Retirement Systems of Alabama
Alabama
$11.1M +$2.18M +97,110 +26%

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.