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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
EAM
201
Eagle Asset Management
Florida
$2.91M -$2.77M -175,692 -51%
IHL
202
Investment House LLC
California
$2.87M – – –
AI
203
Analytic Investors
California
$2.87M +$2.66M +168,486 New
ERSOT
204
Employees Retirement System of Texas
Texas
$2.86M +$1.99M +126,000 +300%
Public Employees Retirement Association of Colorado
205
Public Employees Retirement Association of Colorado
Colorado
$2.78M -$93.4K -5,916 -3%
HIMCH
206
Hartford Investment Management Co (HIMCO)
Connecticut
$2.78M -$54.6K -3,462 -2%
EHC
207
Everett Harris & Co
California
$2.76M – – –
ProShare Advisors
208
ProShare Advisors
Maryland
$2.75M +$274K +17,370 +12%
FAF
209
Fjarde Ap-fonden
Sweden
$2.69M -$333K -21,096 -12%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$2.68M +$174K +11,028 +8%
SFU
211
Stonehage Fleming (UK)
United Kingdom
$2.66M +$1.92M +121,800 +353%
EIM
212
ExxonMobil Investment Management
Texas
$2.65M -$81.2K -5,142 -3%
Financial Engines Advisors
213
Financial Engines Advisors
California
$2.65M -$42.8K -2,712 -2%
BSPF
214
British Steel Pension Fund
United Kingdom
$2.6M -$158K -10,038 -6%
IRF
215
IBM Retirement Fund
New York
$2.57M -$198K -12,528 -8%
GTC
216
Ghost Tree Capital
New York
$2.55M +$474K +30,000 +25%
CCM
217
Catapult Capital Management
New York
$2.55M +$2.37M +150,000 New
WCM
218
Washington Capital Management
Washington
$2.54M +$380K +24,078 +19%
TCM
219
Twin Capital Management
Pennsylvania
$2.52M -$219K -13,860 -9%
RCM
220
Riverhead Capital Management
Delaware
$2.47M +$809K +51,252 +55%
MC
221
Menta Capital
California
$2.43M +$1.55M +98,400 +222%
SF
222
Synovus Financial
Georgia
$2.41M -$103K -6,552 -4%
DSI
223
Daiwa SB Investments
Japan
$2.38M -$43.5K -2,754 -2%
Connor, Clark & Lunn Investment Management (CC&L)
224
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.35M +$2.18M +138,000 New
TCP
225
TAMRO Capital Partners
Virginia
$2.2M -$188K -11,934 -8%
7 8
9
10 11

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.