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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
N
176
Nuveen
North Carolina
$6.76M +$917K +40,866 +17%
RCM
177
Riverhead Capital Management
Delaware
$6.68M -$30.2K -1,344 -0.5%
Ameriprise
178
Ameriprise
Minnesota
$6.53M -$7.07M -315,270 -53%
AIG
179
American International Group
New York
$6.42M +$615K +27,408 +11%
CSS
180
Cubist Systematic Strategies
Connecticut
$6.35M +$1.81M +80,826 +43%
National Pension Service
181
National Pension Service
South Korea
$6.21M +$864K +38,508 +17%
JG
182
Jefferies Group
New York
$6.09M +$3.44M +153,384 +149%
MA
183
Montag & Associates
Georgia
$6.09M -$379K -16,914 -6%
Capital Fund Management (CFM)
184
Capital Fund Management (CFM)
France
$6.08M +$5.75M +256,128 New
US Bancorp
185
US Bancorp
Minnesota
$6.05M +$1.55M +68,958 +37%
Citigroup
186
Citigroup
New York
$5.96M +$1.84M +81,798 +48%
SOMRS
187
State of Michigan Retirement System
Michigan
$5.93M -$337K -15,000 -6%
MPM
188
Meritage Portfolio Management
Kansas
$5.82M -$5.92M -263,850 -52%
FQ
189
First Quadrant
California
$5.76M -$21M -934,200 -79%
TPSF
190
Texas Permanent School Fund
Texas
$5.75M -$40.9K -1,824 -0.7%
PVI
191
Pura Vida Investments
New York
$5.7M -$4.71M -210,000 -47%
PWLP
192
Prio Wealth Limited Partnership
Massachusetts
$5.66M -$40.4K -1,800 -0.7%
EA
193
Euclid Advisors
Connecticut
$5.57M +$5.27M +234,780 New
ACM
194
Azimuth Capital Management
Michigan
$5.53M +$216K +9,612 +4%
TSU
195
TD Securities (USA)
New York
$5.52M -$253K -11,292 -5%
WEC
196
Winslow Evans & Crocker
Massachusetts
$5.41M -$1.26M -55,944 -20%
GH
197
GAM Holding
Switzerland
$5.34M +$113K +5,034 +2%
Public Sector Pension Investment Board (PSP Investments)
198
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.33M +$160K +7,128 +3%
DCM
199
Dupont Capital Management
Delaware
$5.26M +$583K +25,968 +13%
EWM
200
Endurance Wealth Management
Rhode Island
$5.26M +$154K +6,864 +3%

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.