We are live on ! Find out more
EW icon

Edwards Lifesciences

428 hedge funds and large institutions have $8.09B invested in Edwards Lifesciences in 2014 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 96 increasing their positions, 177 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 45

12% more capital invested

Capital invested by funds: $7.25B → $8.09B (+$838M)

5% more funds holding

Funds holding: 409428 (+19)

9% more call options, than puts

Call options by funds: $44.5M | Put options by funds: $40.9M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

11.23% less ownership

Funds ownership: 547.24%536.01% (-11%)

46% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 177

Holders
428
Holders Change
+19
Holders Change %
+4.65%
% of All Funds
12.3%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
67
Increased
96
Reduced
177
Closed
45
Calls
$44.5M
Puts
$40.9M
Net Calls
+$3.57M
Net Calls Change
-$6.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal London Asset Management
176
Royal London Asset Management
United Kingdom
$2.41M -$10.7K -792 -0.5%
IHL
177
Investment House LLC
California
$2.41M
HIMCH
178
Hartford Investment Management Co (HIMCO)
Connecticut
$2.39M -$77.4K -5,712 -3%
BSPF
179
British Steel Pension Fund
United Kingdom
$2.33M -$366K -27,000 -14%
TAM
180
Tocqueville Asset Management
New York
$2.33M -$59.4K -4,380 -3%
TCM
181
Twin Capital Management
Pennsylvania
$2.32M +$2.2M +162,120 New
EHC
182
Everett Harris & Co
California
$2.32M
EIM
183
ExxonMobil Investment Management
Texas
$2.3M -$101K -7,476 -4%
IRF
184
IBM Retirement Fund
New York
$2.3M -$168K -12,414 -7%
Financial Engines Advisors
185
Financial Engines Advisors
California
$2.27M +$339K +25,002 +19%
Citigroup
186
Citigroup
New York
$2.24M -$158K -11,682 -7%
Fiera Capital (Canada)
187
Fiera Capital (Canada)
Quebec, Canada
$2.23M +$2.11M +156,000 New
CA
188
Commerzbank Aktiengesellschaft
Germany
$2.23M -$228K -16,812 -10%
SF
189
Synovus Financial
Georgia
$2.12M -$127K -9,372 -6%
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$2.1M +$536K +39,522 +37%
ProShare Advisors
191
ProShare Advisors
Maryland
$2.06M -$125K -9,204 -6%
JHIU
192
Janus Henderson Investors US
Colorado
$2.05M +$789K +58,200 +68%
AAM
193
Aston Asset Management
Illinois
$2.05M -$1.61M -118,554 -45%
DSI
194
Daiwa SB Investments
Japan
$2.04M +$1.93M +142,602 New
TCP
195
TAMRO Capital Partners
Virginia
$2.02M -$602K -44,430 -24%
LP
196
LMR Partners
United Kingdom
$1.96M +$1.62M +119,658 +694%
Zurich Cantonal Bank
197
Zurich Cantonal Bank
Switzerland
$1.94M +$94K +6,936 +5%
HCMT
198
Highland Capital Management (Texas)
Texas
$1.94M
LMGAM
199
Liberty Mutual Group Asset Management
Massachusetts
$1.91M -$220K -16,260 -11%
RB
200
Rodgers Brothers
Pennsylvania
$1.85M -$89.5K -6,600 -5%

EW Hedge Fund Activity: Q2 2014 in Review

428 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2014, worth a combined $8.09B — up 12% from $7.25B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new EW positions and 45 closed out — a net gain of 22 holders — while 96 added to existing stakes and 177 trimmed.

The largest buyer was Generation Investment Management, adding an estimated $153M. The largest seller was Capital Research Global Investors, cutting an estimated $203M.

  • 428 institutional investors held Edwards Lifesciences (EW) as of Q2 2014, up from 409 in Q1 2014.
  • Funds reported $8.09B of Edwards Lifesciences stock for Q2 2014, up 12% quarter-over-quarter.
  • 67 funds opened new Edwards Lifesciences positions in Q2 2014 and 45 closed out, a net change of +22 holders.
  • The largest Edwards Lifesciences buyer in Q2 2014 was Generation Investment Management, an estimated $153M added.
  • The largest Edwards Lifesciences seller in Q2 2014 was Capital Research Global Investors, an estimated $203M sold.

Based on aggregated 13F filings for Q2 2014.