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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
KBC Group
201
KBC Group
Belgium
$1.41M -$1.8M -155,646 -58%
State of Tennessee, Department of Treasury
202
State of Tennessee, Department of Treasury
Tennessee
$1.38M -$48.5K -4,200 -4%
Citadel Advisors
203
Citadel Advisors
Florida
$1.33M -$239K -20,724 -16%
TRSOTSOK
204
Teachers Retirement System of the State of Kentucky
Kentucky
$1.33M
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$1.32M +$380K +32,928 +44%
Kayne Anderson Rudnick Investment Management
206
Kayne Anderson Rudnick Investment Management
California
$1.31M +$91.3K +7,914 +8%
OTPPB
207
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.31M -$303K -26,232 -20%
PAM
208
Panagora Asset Management
Massachusetts
$1.23M +$165K +14,328 +17%
CIBC Asset Management
209
CIBC Asset Management
Ontario, Canada
$1.22M -$17.9K -1,554 -2%
SAS
210
Spectrum Advisory Services
Georgia
$1.2M -$17.3K -1,500 -2%
LS
211
Livforsakringsbolaget Skandia
Sweden
$1.2M +$1.12M +96,840 New
JG
212
Jefferies Group
New York
$1.17M +$699K +60,606 +177%
OPERF
213
Oregon Public Employees Retirement Fund
Oregon
$1.16M -$20.8K -1,800 -2%
BNP Paribas Asset Management
214
BNP Paribas Asset Management
France
$1.15M +$516K +44,742 +94%
Janus Henderson Group
215
Janus Henderson Group
United Kingdom
$1.14M +$103K +8,934 +11%
JC
216
Jacobs & Co
California
$1.13M +$45K +3,900 +4%
MIU
217
Man Investments (UK)
United Kingdom
$1.11M +$222K +19,260 +27%
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$1.08M -$264K -22,896 -21%
MHIC
219
Marble Harbor Investment Counsel
Massachusetts
$1.07M
NMERB
220
New Mexico Educational Retirement Board
New Mexico
$1.06M +$989K +85,680 New
WAM
221
World Asset Management
Michigan
$1.05M -$161K -13,926 -14%
JHIU
222
Janus Henderson Investors US
Colorado
$1.05M -$62.3K -5,400 -6%
RCM
223
Riverhead Capital Management
Delaware
$1.03M +$67.9K +5,886 +8%
SCA
224
SAC Capital Advisors
Connecticut
$985K +$684K +59,280 +291%
Asset Management One
225
Asset Management One
Japan
$981K

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.