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Edwards Lifesciences

409 hedge funds and large institutions have $7.25B invested in Edwards Lifesciences in 2014 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 170 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

17% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 48

16% more call options, than puts

Call options by funds: $69M | Put options by funds: $59.2M

11% more capital invested

Capital invested by funds: $6.52B → $7.25B (+$728M)

2.48% more ownership

Funds ownership: 544.76%547.24% (+2.5%)

0% more funds holding

Funds holding: 407409 (+2)

36% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 170

Holders
409
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
11.81%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
56
Increased
109
Reduced
170
Closed
48
Calls
$69M
Puts
$59.2M
Net Calls
+$9.75M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TSU
151
TD Securities (USA)
New York
$2.61M -$236K -20,448 -9%
AF
152
Ally Financial
Michigan
$2.6M +$1.73M +150,000 +250%
SRC
153
Stone Run Capital
New York
$2.54M +$1.23M +106,500 +108%
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$2.52M
AAM
155
Autus Asset Management
Arizona
$2.51M +$322K +27,942 +16%
D.E. Shaw & Co
156
D.E. Shaw & Co
New York
$2.47M -$2.06M -178,272 -47%
US Bancorp
157
US Bancorp
Minnesota
$2.47M -$209K -18,084 -8%
FAF
158
Fjarde Ap-fonden
Sweden
$2.39M +$77.2K +6,690 +4%
BSPF
159
British Steel Pension Fund
United Kingdom
$2.35M -$152K -13,212 -7%
TCP
160
TAMRO Capital Partners
Virginia
$2.3M +$188K +16,278 +10%
MSA
161
Mason Street Advisors
Wisconsin
$2.28M -$59.5K -5,160 -3%
ASRS
162
Arizona State Retirement System
Arizona
$2.26M -$55.4K -4,800 -3%
HighTower Advisors
163
HighTower Advisors
Illinois
$2.25M +$1.37M +118,674 +187%
GTC
164
Ghost Tree Capital
New York
$2.23M +$2.08M +180,000 New
GIBU
165
Gulf International Bank (UK)
United Kingdom
$2.21M
Public Employees Retirement Association of Colorado
166
Public Employees Retirement Association of Colorado
Colorado
$2.2M -$1.04K -90 -0.1%
Royal London Asset Management
167
Royal London Asset Management
United Kingdom
$2.2M -$69.7K -6,042 -4%
IRF
168
IBM Retirement Fund
New York
$2.15M -$1.12M -97,266 -36%
CA
169
Commerzbank Aktiengesellschaft
Germany
$2.13M -$526K -45,618 -21%
HIMCH
170
Hartford Investment Management Co (HIMCO)
Connecticut
$2.13M -$140K -12,150 -7%
RJA
171
Raymond James & Associates
Florida
$2.13M -$153K -13,218 -7%
USAA
172
United Services Automobile Association
Texas
$2.12M +$2.01K +174 +0.1%
IHL
173
Investment House LLC
California
$2.08M -$653K -56,580 -25%
QIM
174
Quantitative Investment Management
Virginia
$2.08M +$1.95M +168,600 New
EIM
175
ExxonMobil Investment Management
Texas
$2.08M -$27.3K -2,364 -1%

EW Hedge Fund Activity: Q1 2014 in Review

409 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2014, worth a combined $7.25B — up 11% from $6.52B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new EW positions and 48 closed out — a net gain of 8 holders — while 109 added to existing stakes and 170 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $332M. The largest seller was Jana Partners, exiting entirely with an estimated $102M sold.

  • 409 institutional investors held Edwards Lifesciences (EW) as of Q1 2014, up from 407 in Q4 2013.
  • Funds reported $7.25B of Edwards Lifesciences stock for Q1 2014, up 11% quarter-over-quarter.
  • 56 funds opened new Edwards Lifesciences positions in Q1 2014 and 48 closed out, a net change of +8 holders.
  • The largest Edwards Lifesciences buyer in Q1 2014 was Fidelity Investments, an estimated $332M added.
  • The largest Edwards Lifesciences seller in Q1 2014 was Jana Partners, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2014.