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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
ACM
1
Americafirst Capital Management
California
$2.93B +$2.72M +172,176 New
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.1B -$2.37M -150,000 -0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$857M +$91.3M +5,781,162 +13%
Capital World Investors
4
Capital World Investors
California
$611M -$582M -36,864,000 -51%
GIM
5
Generation Investment Management
United Kingdom
$569M +$123M +7,768,566 +30%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$507M -$168M -10,615,320 -26%
State Street
7
State Street
Massachusetts
$479M +$5.92M +375,342 +1%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$442M -$59.1M -3,746,178 -13%
BIT
9
BlackRock Institutional Trust
California
$284M +$3.67M +232,434 +1%
BFA
10
BlackRock Fund Advisors
California
$165M +$5.73M +362,970 +4%
Northern Trust
11
Northern Trust
Illinois
$145M -$1.72M -108,696 -1%
DGI
12
Disciplined Growth Investors
Minnesota
$142M +$921K +58,350 +0.7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$119M +$1.77M +112,056 +2%
Brown Advisory
14
Brown Advisory
Maryland
$117M +$14.9M +943,260 +16%
BG
15
BlackRock Group
United Kingdom
$109M +$3.67M +232,794 +4%
T
16
TOBAM
France
$87.8M +$28.1M +1,777,116 +53%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$86.5M -$137K -8,658 -0.2%
BAMCO Inc
18
BAMCO Inc
New York
$85.5M -$23.3M -1,476,822 -23%
BA
19
BlackRock Advisors
Delaware
$84.2M +$1.69M +107,262 +2%
Two Sigma Investments
20
Two Sigma Investments
New York
$81.3M +$66.6M +4,219,332 +763%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$78.5M +$8.63M +546,594 +13%
Norges Bank
22
Norges Bank
Norway
$77.4M -$69.8M -4,418,826 -49%
NTC
23
North Tide Capital
Massachusetts
$76.6M +$14.2M +900,000 +25%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$73.1M +$14.3M +907,800 +27%
FC
25
Fairpointe Capital
Illinois
$71.4M -$86.9M -5,507,268 -57%
1
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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.