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Edwards Lifesciences

720 hedge funds and large institutions have $20.8B invested in Edwards Lifesciences in 2017 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 227 increasing their positions, 287 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

67% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 52

25% more capital invested

Capital invested by funds: $16.6B → $20.8B (+$4.22B)

4% more funds holding

Funds holding: 690720 (+30)

2.64% more ownership

Funds ownership: 249.22%251.86% (+2.6%)

21% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 287

33% less call options, than puts

Call options by funds: $62.5M | Put options by funds: $93.9M

Holders
720
Holders Change
+30
Holders Change %
+4.35%
% of All Funds
17.95%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.35%
New
87
Increased
227
Reduced
287
Closed
52
Calls
$62.5M
Puts
$93.9M
Net Calls
-$31.4M
Net Calls Change
+$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
351
Partner Investment Management
California
$1.65M +$320K +8,769 +27%
FA
352
FDx Advisors
Illinois
$1.65M -$53.7K -1,470 -3%
LMGAM
353
Liberty Mutual Group Asset Management
Massachusetts
$1.65M +$249K +6,816 +19%
GIA
354
Gateway Investment Advisers
Ohio
$1.63M -$32.1K -879 -2%
KRS
355
Kentucky Retirement Systems
Kentucky
$1.59M -$19.2K -525 -1%
Capstone Investment Advisors
356
Capstone Investment Advisors
New York
$1.58M +$1.08M +29,619 +280%
GPGA
357
Grandeur Peak Global Advisors
Utah
$1.57M +$110K +3,000 +8%
I
358
IberiaBank
Louisiana
$1.56M +$131K +3,600 +10%
LSERS
359
Louisiana State Employees Retirement System
Louisiana
$1.54M -$10.9K -300 -0.8%
Cambridge Investment Research Advisors
360
Cambridge Investment Research Advisors
Iowa
$1.5M +$1.39M +37,989 New
ASN
361
Advisory Services Network
Georgia
$1.49M +$12.3K +336 +0.9%
DDC
362
DF Dent & Co
Maryland
$1.48M +$561K +15,375 +69%
RJFSA
363
Raymond James Financial Services Advisors
Florida
$1.42M +$457K +12,510 +53%
APP
364
Avantax Planning Partners
Iowa
$1.41M +$12K +330 +0.9%
MWAC
365
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.41M -$28.5K -780 -2%
VKH
366
Virtu KCG Holdings
New York
$1.4M +$610K +16,707 +89%
KI
367
Koch Industries
Kansas
$1.39M +$746K +20,427 +139%
MA
368
MUFG Americas
New York
$1.39M +$795K +21,789 +163%
SBH
369
Segall Bryant & Hamill
Illinois
$1.38M -$548 -15 -0%
ACM
370
Alpha Capital Management
Texas
$1.36M
DCM
371
Driehaus Capital Management
Illinois
$1.36M +$673K +18,441 +115%
AAF
372
Andra AP-fonden
Sweden
$1.36M -$1.32M -36,300 -51%
ZIC
373
ZWJ Investment Counsel
Georgia
$1.36M
CIBC World Market
374
CIBC World Market
Ontario, Canada
$1.36M +$418K +11,451 +50%
BCM
375
BlueCrest Capital Management
Jersey
$1.34M -$5.13M -140,415 -80%

EW Hedge Fund Activity: Q2 2017 in Review

720 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2017, worth a combined $20.8B — up 25% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new EW positions and 52 closed out — a net gain of 35 holders — while 227 added to existing stakes and 287 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $359M. The largest seller was Ameriprise, cutting an estimated $151M.

  • 720 institutional investors held Edwards Lifesciences (EW) as of Q2 2017, up from 690 in Q1 2017.
  • Funds reported $20.8B of Edwards Lifesciences stock for Q2 2017, up 25% quarter-over-quarter.
  • 87 funds opened new Edwards Lifesciences positions in Q2 2017 and 52 closed out, a net change of +35 holders.
  • The largest Edwards Lifesciences buyer in Q2 2017 was Bank of New York Mellon, an estimated $359M added.
  • The largest Edwards Lifesciences seller in Q2 2017 was Ameriprise, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2017.