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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
FCBT
151
First Citizens Bank & Trust
North Carolina
$5.94M +$5.51M +349,140 New
LBC
152
Lawrence B. Cohen
$5.9M -$102K -6,450 -2%
QI
153
Qualcomm Inc
California
$5.89M – – –
Barclays
154
Barclays
United Kingdom
$5.88M -$5.55M -351,558 -50%
BTW
155
Boston Trust Walden
Massachusetts
$5.86M -$13.7M -867,330 -72%
LG
156
Laidlaw Group
New York
$5.82M -$37.4K -2,370 -0.7%
Caisse de Depot et Placement du Quebec (CDPQ)
157
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.73M -$152K -9,600 -3%
EA
158
Euclid Advisors
Connecticut
$5.57M +$345K +21,840 +7%
Credit Agricole
159
Credit Agricole
France
$5.56M -$10.5M -664,290 -67%
TRIM
160
Thompson Rubinstein Investment Management
Oregon
$5.53M -$628K -39,810 -11%
AP
161
AHL Partners
United Kingdom
$5.52M +$5.12M +324,474 New
HI
162
HBK Investments
Texas
$5.35M +$4.96M +314,400 New
BNP Paribas Financial Markets
163
BNP Paribas Financial Markets
France
$5.32M +$1.32M +83,526 +36%
TG
164
TCW Group
California
$5.31M -$85.2K -5,400 -2%
AAF
165
Andra AP-fonden
Sweden
$4.86M -$152K -9,600 -3%
WEC
166
Winslow Evans & Crocker
Massachusetts
$4.77M +$534K +33,810 +14%
AAM
167
Aberdeen Asset Management
United Kingdom
$4.49M +$844K +53,472 +25%
SOMRS
168
State of Michigan Retirement System
Michigan
$4.44M +$28.4K +1,800 +0.7%
SDIC
169
South Dakota Investment Council
South Dakota
$4.38M +$4.06M +257,400 New
RHJA
170
Rice Hall James & Associates
California
$4.26M -$9.28K -588 -0.2%
GH
171
GAM Holding
Switzerland
$4.24M -$1.04M -66,000 -21%
TPSF
172
Texas Permanent School Fund
Texas
$4.21M -$265K -16,794 -6%
AIG
173
American International Group
New York
$4.16M +$15K +948 +0.4%
PWLP
174
Prio Wealth Limited Partnership
Massachusetts
$4.15M -$902K -57,138 -19%
GACM
175
Green Arrow Capital Management
New York
$4.09M +$3.79M +240,000 New
5 6
7
8 9

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.