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Edwards Lifesciences

556 hedge funds and large institutions have $11.7B invested in Edwards Lifesciences in 2014 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 193 increasing their positions, 182 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 31

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

12% more funds holding

Funds holding: 496556 (+60)

6% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 182

5% less capital invested

Capital invested by funds: $12.4B → $11.7B (-$651M)

7.78% less ownership

Funds ownership: 523.44%515.66% (-7.8%)

15% less call options, than puts

Call options by funds: $44.3M | Put options by funds: $52.1M

Holders
556
Holders Change
+60
Holders Change %
+12.1%
% of All Funds
14.83%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.4%
New
97
Increased
193
Reduced
182
Closed
31
Calls
$44.3M
Puts
$52.1M
Net Calls
-$7.8M
Net Calls Change
-$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.12B -$232M -11,548,200 -18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.1B +$33M +1,643,310 +3%
Capital World Investors
3
Capital World Investors
California
$693M -$65.1M -3,240,000 -9%
State Street
4
State Street
Massachusetts
$629M +$30.3M +1,507,872 +5%
GIM
5
Generation Investment Management
United Kingdom
$534M -$166M -8,267,658 -25%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$514M -$112M -5,575,560 -19%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$457M -$89.3M -4,446,510 -17%
BIT
8
BlackRock Institutional Trust
California
$385M +$28.9M +1,440,270 +9%
BFA
9
BlackRock Fund Advisors
California
$224M +$17.1M +851,586 +9%
Northern Trust
10
Northern Trust
Illinois
$182M +$1.02M +50,778 +0.6%
AQR Capital Management
11
AQR Capital Management
Connecticut
$176M +$85M +4,231,722 +104%
DGI
12
Disciplined Growth Investors
Minnesota
$173M -$3.88M -193,104 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$161M +$12.3M +610,314 +9%
BG
14
BlackRock Group
United Kingdom
$144M +$8.59M +427,392 +7%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$112M +$4.27M +212,316 +4%
Brown Advisory
16
Brown Advisory
Maryland
$111M -$32.5M -1,619,178 -24%
Norges Bank
17
Norges Bank
Norway
$111M +$13.4M +668,214 +15%
GC
18
Guggenheim Capital
Illinois
$105M +$36.2M +1,801,056 +57%
BA
19
BlackRock Advisors
Delaware
$97.7M -$6.9M -343,392 -7%
CCI
20
Columbus Circle Investors
$93.8M +$46M +2,287,518 +107%
JHIU
21
Janus Henderson Investors US
Colorado
$93.2M +$73.1M +3,636,600 +484%
TCIM
22
TIAA CREF Investment Management
New York
$92M +$10.8M +538,260 +14%
Morgan Stanley
23
Morgan Stanley
New York
$89.4M +$42.4M +2,109,324 +100%
Millennium Management
24
Millennium Management
New York
$89.1M +$84.3M +4,195,038 +17,479,325%
WG
25
Winton Group
United Kingdom
$88.4M +$83.7M +4,165,152 New

EW Hedge Fund Activity: Q4 2014 in Review

556 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2014, worth a combined $11.7B — down 5.3% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new EW positions and 31 closed out — a net gain of 66 holders — while 193 added to existing stakes and 182 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $85M. The largest seller was Capital Research Global Investors, cutting an estimated $232M.

  • 556 institutional investors held Edwards Lifesciences (EW) as of Q4 2014, up from 496 in Q3 2014.
  • Funds reported $11.7B of Edwards Lifesciences stock for Q4 2014, down 5.3% quarter-over-quarter.
  • 97 funds opened new Edwards Lifesciences positions in Q4 2014 and 31 closed out, a net change of +66 holders.
  • The largest Edwards Lifesciences buyer in Q4 2014 was AQR Capital Management, an estimated $85M added.
  • The largest Edwards Lifesciences seller in Q4 2014 was Capital Research Global Investors, an estimated $232M sold.

Based on aggregated 13F filings for Q4 2014.