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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
ACM
176
Apex Capital Management
Ohio
$4.03M +$3.73M +236,544 New
Public Sector Pension Investment Board (PSP Investments)
177
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.97M -$85.2K -5,400 -2%
Stifel Financial
178
Stifel Financial
Missouri
$3.88M +$250K +15,864 +7%
EAM
179
EverPoint Asset Management
Connecticut
$3.83M -$10.7M -675,000 -75%
TSU
180
TD Securities (USA)
New York
$3.79M +$19.9K +1,260 +0.6%
N
181
Nuveen
North Carolina
$3.63M +$2.28M +144,600 +211%
HNB
182
Huntington National Bank
Ohio
$3.61M -$2.93M -185,868 -47%
EWM
183
Endurance Wealth Management
Rhode Island
$3.52M – – –
AAM
184
Autus Asset Management
Arizona
$3.48M +$2.84K +180 +0.1%
CC
185
Cognios Capital
Kansas
$3.47M +$3.22M +203,934 New
CA
186
Commerzbank Aktiengesellschaft
Germany
$3.4M +$693K +43,908 +28%
SRC
187
Stone Run Capital
New York
$3.39M -$2.37K -150 -0.1%
CAM
188
Cortina Asset Management
Wisconsin
$3.36M -$546K -34,608 -15%
NFA
189
Nationwide Fund Advisors
Ohio
$3.33M -$61K -3,864 -2%
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$3.31M -$152K -9,600 -5%
BCM
191
Bridgeway Capital Management
Texas
$3.3M +$3.06M +193,800 New
RJA
192
Raymond James & Associates
Florida
$3.2M -$176K -11,148 -6%
DCC
193
Dow Chemical Company
Michigan
$3.17M -$663K -42,000 -18%
CIP
194
Convergence Investment Partners
Florida
$3.12M +$2.9M +183,420 New
GIBU
195
Gulf International Bank (UK)
United Kingdom
$3.05M – – –
TAM
196
Tocqueville Asset Management
New York
$3.04M +$249K +15,762 +10%
ASRS
197
Arizona State Retirement System
Arizona
$3.01M +$94.7K +6,000 +4%
US Bancorp
198
US Bancorp
Minnesota
$3.01M -$279K -17,694 -9%
MSA
199
Mason Street Advisors
Wisconsin
$2.99M -$284 -18 -0%
USAA
200
United Services Automobile Association
Texas
$2.92M -$359K -22,734 -12%
6 7
8
9 10

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.