Edwards Lifesciences
410 hedge funds and large institutions have $7.26B 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.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
17% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 48
15% more call options, than puts
Call options by funds: $69.9M | Put options by funds: $60.7M
11% more capital invested
Capital invested by funds: $6.53B → $7.26B (+$725M)
2.48% more ownership
Funds ownership: 544.76% → 547.24% (+2.5%)
0% more funds holding
Funds holding: 408 → 410 (+2)
36% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 170
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$332M |
| 2 |
GIM
Generation Investment Management
London,
United Kingdom
|
+$166M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$13.8M |
| 4 |
CNB
City National Bank
Beverly Hills,
Delaware
|
+$13.3M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP
Jana Partners
New York
|
-$102M |
| 2 |
Neuberger Berman Group
New York
|
-$70.1M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$56.5M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$55.9M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$34.9M |
EW Hedge Fund Activity: Q1 2014 in Review
410 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2014, worth a combined $7.26B — up 11% from $6.53B 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.
- 410 institutional investors held Edwards Lifesciences (EW) as of Q1 2014, up from 408 in Q4 2013.
- Funds reported $7.26B 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.