We are live on ! Find out more
EW icon

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
Citigroup
176
Citigroup
New York
$2.08M -$5.92M -513,192 -75%
JIM
177
Jupiter Investment Management
United Kingdom
$2.08M +$1.14M +99,000 +143%
TAM
178
Tocqueville Asset Management
New York
$2.06M +$13.8K +1,200 +0.7%
OAM
179
Oxford Asset Management
United Kingdom
$2.06M +$1.92M +166,566 New
IA
180
Icon Advisers
Colorado
$2M
EHC
181
Everett Harris & Co
California
$2M
ACI
182
AMP Capital Investors
Australia
$1.95M -$105K -9,114 -5%
SF
183
Synovus Financial
Georgia
$1.95M +$258K +22,386 +17%
WMSA
184
Weiss Multi-Strategy Advisers
New York
$1.94M -$285K -24,714 -14%
WCM
185
Washington Capital Management
Washington
$1.9M -$42.4K -3,678 -2%
ProShare Advisors
186
ProShare Advisors
Maryland
$1.9M +$106K +9,198 +6%
LMGAM
187
Liberty Mutual Group Asset Management
Massachusetts
$1.85M -$485K -42,030 -22%
CCMH
188
Cornerstone Capital Management Holdings
New York
$1.82M -$135K -11,682 -7%
VKH
189
Virtu KCG Holdings
New York
$1.74M +$1.63M +141,006 New
RB
190
Rodgers Brothers
Pennsylvania
$1.68M
HCMT
191
Highland Capital Management (Texas)
Texas
$1.68M
Financial Engines Advisors
192
Financial Engines Advisors
California
$1.65M -$457K -39,588 -23%
Zurich Cantonal Bank
193
Zurich Cantonal Bank
Switzerland
$1.59M -$1.77M -153,000 -54%
Mitsubishi UFJ Asset Management
194
Mitsubishi UFJ Asset Management
Japan
$1.58M +$55.4K +4,800 +4%
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$1.57M -$69K -5,976 -5%
COPPSERS
196
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.52M -$23.3K -2,016 -2%
URS
197
Utah Retirement Systems
Utah
$1.5M +$6.92K +600 +0.5%
LBG
198
Lloyds Banking Group
United Kingdom
$1.5M -$186K -16,134 -12%
FQ
199
First Quadrant
California
$1.45M
FMT
200
First Mercantile Trust
Tennessee
$1.44M -$121K -10,500 -8%

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.