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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
HIMCH
151
Hartford Investment Management Co (HIMCO)
Connecticut
$10.6M +$5.92M +263,970 +143%
Aviva
152
Aviva
United Kingdom
$10.1M +$135 +6 +0%
ARC
153
Absolute Return Capital
Massachusetts
$9.83M -$7.47M -333,192 -45%
Neuberger Berman Group
154
Neuberger Berman Group
New York
$9.81M -$3.1M -138,054 -25%
Comerica Bank
155
Comerica Bank
Texas
$9.17M -$8.35M -372,282 -49%
State of New Jersey Common Pension Fund D
156
State of New Jersey Common Pension Fund D
New Jersey
$9.15M
KCM
157
Kornitzer Capital Management
Kansas
$9.03M +$8.53M +380,400 New
MLICM
158
Metropolitan Life Insurance Company (MetLife)
New York
$9M -$45.6K -2,034 -0.5%
WF
159
Welch & Forbes
Massachusetts
$8.87M -$320K -14,244 -4%
RIM
160
RS Investment Management
California
$8.49M -$164K -7,308 -2%
Lazard Asset Management
161
Lazard Asset Management
New York
$8.47M -$2.59M -115,536 -24%
DIA
162
Denver Investment Advisors
Colorado
$8.46M -$91.5K -4,080 -1%
NFA
163
Nationwide Fund Advisors
Ohio
$8.43M +$3.45M +153,864 +76%
FCBT
164
First Citizens Bank & Trust
North Carolina
$8.31M +$40.7K +1,812 +0.5%
QI
165
Qualcomm Inc
California
$8.22M
EAM
166
EULAV Asset Management
Florida
$8.12M -$404K -18,000 -5%
LBC
167
Lawrence B. Cohen
$7.85M -$351K -15,660 -5%
LG
168
Laidlaw Group
New York
$7.83M -$114K -5,100 -2%
PAMU
169
Pictet Asset Management (UK)
United Kingdom
$7.75M +$67.3K +3,000 +0.8%
DBG
170
De Burlo Group
Massachusetts
$7.6M +$740K +33,000 +11%
BTW
171
Boston Trust Walden
Massachusetts
$7.4M -$310K -13,800 -4%
AP
172
AHL Partners
United Kingdom
$7.29M +$1.24M +55,266 +22%
Federated Hermes
173
Federated Hermes
Pennsylvania
$6.89M +$823K +36,672 +14%
AAM
174
Ardevora Asset Management
United Kingdom
$6.78M -$2.41M -107,400 -27%
Caisse de Depot et Placement du Quebec (CDPQ)
175
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.78M -$579K -25,800 -8%

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.