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Edwards Lifesciences

428 hedge funds and large institutions have $8.09B invested in Edwards Lifesciences in 2014 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 96 increasing their positions, 177 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 45

12% more capital invested

Capital invested by funds: $7.25B → $8.09B (+$838M)

5% more funds holding

Funds holding: 409428 (+19)

9% more call options, than puts

Call options by funds: $44.5M | Put options by funds: $40.9M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

11.23% less ownership

Funds ownership: 547.24%536.01% (-11%)

46% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 177

Holders
428
Holders Change
+19
Holders Change %
+4.65%
% of All Funds
12.3%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
67
Increased
96
Reduced
177
Closed
45
Calls
$44.5M
Puts
$40.9M
Net Calls
+$3.57M
Net Calls Change
-$6.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$1.04B -$32.5M -2,400,000 -3%
Capital Research Global Investors
2
Capital Research Global Investors
California
$924M -$203M -14,988,000 -19%
Vanguard Group
3
Vanguard Group
Pennsylvania
$638M -$2.09M -154,374 -0.3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$578M -$76.1M -5,616,246 -12%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$425M -$30.2M -2,224,800 -7%
State Street
6
State Street
Massachusetts
$397M -$2.71M -199,800 -0.7%
GIM
7
Generation Investment Management
United Kingdom
$367M +$153M +11,273,028 +78%
BIT
8
BlackRock Institutional Trust
California
$235M -$2.85M -210,576 -1%
FC
9
Fairpointe Capital
Illinois
$139M -$126M -9,259,098 -49%
BFA
10
BlackRock Fund Advisors
California
$134M -$2.47M -182,064 -2%
Norges Bank
11
Norges Bank
Norway
$128M +$60.8M +4,482,408 +100%
SDJVC
12
St. Denis J. Villere & Co
Louisiana
$124M -$5.67M -418,200 -5%
Northern Trust
13
Northern Trust
Illinois
$123M -$9.69M -714,792 -8%
DGI
14
Disciplined Growth Investors
Minnesota
$118M -$4.72M -348,426 -4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$98.4M -$7.87M -580,536 -8%
BAMCO Inc
16
BAMCO Inc
New York
$93M -$22.1M -1,629,042 -20%
BG
17
BlackRock Group
United Kingdom
$87.9M +$129K +9,516 +0.2%
Brown Advisory
18
Brown Advisory
Maryland
$84.7M +$207K +15,240 +0.3%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$72.9M +$5.98M +441,456 +9%
GC
20
Guggenheim Capital
Illinois
$70.4M +$23.1M +1,707,426 +53%
BA
21
BlackRock Advisors
Delaware
$69.2M +$6.62M +488,046 +11%
Mackenzie Financial
22
Mackenzie Financial
Ontario, Canada
$63.6M -$22.6M -1,667,400 -27%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$58.2M +$29.6M +2,184,048 +116%
Franklin Resources
24
Franklin Resources
California
$55.1M +$7.82M +577,200 +18%
NTC
25
North Tide Capital
Massachusetts
$51.5M +$48.8M +3,600,000 New

EW Hedge Fund Activity: Q2 2014 in Review

428 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2014, worth a combined $8.09B — up 12% from $7.25B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new EW positions and 45 closed out — a net gain of 22 holders — while 96 added to existing stakes and 177 trimmed.

The largest buyer was Generation Investment Management, adding an estimated $153M. The largest seller was Capital Research Global Investors, cutting an estimated $203M.

  • 428 institutional investors held Edwards Lifesciences (EW) as of Q2 2014, up from 409 in Q1 2014.
  • Funds reported $8.09B of Edwards Lifesciences stock for Q2 2014, up 12% quarter-over-quarter.
  • 67 funds opened new Edwards Lifesciences positions in Q2 2014 and 45 closed out, a net change of +22 holders.
  • The largest Edwards Lifesciences buyer in Q2 2014 was Generation Investment Management, an estimated $153M added.
  • The largest Edwards Lifesciences seller in Q2 2014 was Capital Research Global Investors, an estimated $203M sold.

Based on aggregated 13F filings for Q2 2014.