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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
Robeco Institutional Asset Management
201
Robeco Institutional Asset Management
Netherlands
$5.23M +$350K +15,600 +8%
CCM
202
Cupps Capital Management
Illinois
$5.22M +$1.87M +83,292 +61%
SEI Investments
203
SEI Investments
Pennsylvania
$5.12M +$2.56M +114,300 +113%
ACM
204
Apex Capital Management
Ohio
$5.1M -$439K -19,548 -8%
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$5.08M +$444K +19,800 +10%
EAM
206
EverPoint Asset Management
Connecticut
$4.99M -$1.48M -66,000 -24%
AAF
207
Andra AP-fonden
Sweden
$4.96M -$2.46M -109,800 -34%
SDIC
208
South Dakota Investment Council
South Dakota
$4.76M
TAM
209
Tocqueville Asset Management
New York
$4.7M +$252K +11,226 +6%
BCM
210
Bridgeway Capital Management
Texas
$4.6M
ERSOT
211
Employees Retirement System of Texas
Texas
$4.56M -$135K -6,000 -3%
CIM
212
Calvert Investment Management
Maryland
$4.53M -$5.53M -246,720 -56%
Connor, Clark & Lunn Investment Management (CC&L)
213
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.5M +$323K +14,400 +8%
ProShare Advisors
214
ProShare Advisors
Maryland
$4.5M -$273K -12,174 -6%
TG
215
TCW Group
California
$4.47M +$182K +8,100 +5%
GIBU
216
Gulf International Bank (UK)
United Kingdom
$4.33M
AAM
217
Autus Asset Management
Arizona
$4.32M -$474K -21,150 -10%
SRC
218
Stone Run Capital
New York
$4.23M -$478K -21,300 -11%
SFP
219
Santa Fe Partners
New Mexico
$4.16M -$322K -14,352 -8%
RHJA
220
Rice Hall James & Associates
California
$4.13M +$48.5K +2,160 +1%
BNP Paribas Asset Management
221
BNP Paribas Asset Management
France
$4.08M +$1.52M +67,698 +65%
RJA
222
Raymond James & Associates
Florida
$4.08M -$381K -16,998 -9%
SCM
223
Sandler Capital Management
New York
$3.99M +$3.77M +168,000 New
EHC
224
Everett Harris & Co
California
$3.99M +$135K +6,000 +4%
IHL
225
Investment House LLC
California
$3.97M -$29.6K -1,320 -0.8%

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.