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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.3B +$63.1M +2,811,384 +5%
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.14B -$113M -5,044,200 -10%
State Street
3
State Street
Massachusetts
$688M -$15M -667,656 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$511M +$227K +10,116 +0%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$500M -$70.7M -3,149,382 -13%
BIT
6
BlackRock Institutional Trust
California
$459M +$26.9M +1,198,050 +7%
GIM
7
Generation Investment Management
United Kingdom
$311M -$270M -12,053,694 -48%
AQR Capital Management
8
AQR Capital Management
Connecticut
$276M +$74.5M +3,319,056 +40%
BFA
9
BlackRock Fund Advisors
California
$261M +$9.99M +445,452 +4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$242M +$57.8M +2,578,590 +34%
JHIU
11
Janus Henderson Investors US
Colorado
$217M +$107M +4,762,800 +109%
Northern Trust
12
Northern Trust
Illinois
$199M -$4.08M -182,040 -2%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$193M +$110M +4,910,808 +153%
BG
14
BlackRock Group
United Kingdom
$178M +$16M +714,402 +11%
DGI
15
Disciplined Growth Investors
Minnesota
$174M -$18.2M -811,590 -10%
Millennium Management
16
Millennium Management
New York
$161M +$58M +2,587,464 +62%
WG
17
Winton Group
United Kingdom
$141M +$40M +1,781,172 +43%
Franklin Resources
18
Franklin Resources
California
$134M +$40.5M +1,806,720 +47%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$134M +$7.61M +339,282 +6%
Norges Bank
20
Norges Bank
Norway
$131M +$7.13M +317,754 +6%
Brown Advisory
21
Brown Advisory
Maryland
$119M -$5.73M -255,546 -5%
BA
22
BlackRock Advisors
Delaware
$114M +$4.19M +186,690 +4%
CCI
23
Columbus Circle Investors
$112M +$6.73M +300,108 +7%
TCIM
24
TIAA CREF Investment Management
New York
$109M +$5.8M +258,672 +6%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$108M +$69.9M +3,114,738 +220%

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.