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Edwards Lifesciences

874 hedge funds and large institutions have $26.8B invested in Edwards Lifesciences in 2018 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 252 increasing their positions, 336 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 94

3% more funds holding

Funds holding: 852874 (+22)

2.33% more ownership

Funds ownership: 251.82%254.16% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

3% less call options, than puts

Call options by funds: $120M | Put options by funds: $124M

12% less capital invested

Capital invested by funds: $30.6B → $26.8B (-$3.77B)

25% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 336

Holders
874
Holders Change
+22
Holders Change %
+2.58%
% of All Funds
19.47%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
123
Increased
252
Reduced
336
Closed
94
Calls
$120M
Puts
$124M
Net Calls
-$3.77M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
351
Atom Investors
Texas
$2.04M +$2.02M +39,987 New
FCI
352
Financial Counselors Inc
Kansas
$2.03M +$6.38K +126 +0.3%
SIM
353
Sentry Investment Management
Wisconsin
$2.02M -$53.3K -1,053 -3%
HH
354
HWG Holdings
Texas
$2.02M -$2.83M -55,959 -59%
QT
355
Quantbot Technologies
New York
$2M +$1.99M +39,279 New
BRCM
356
Bright Rock Capital Management
Massachusetts
$1.99M
IA
357
Icon Advisers
Colorado
$1.99M
HCMT
358
Highland Capital Management (Texas)
Texas
$1.99M +$1.97M +39,000 New
GAM
359
Grandview Asset Management
Pennsylvania
$1.97M +$1.96M +38,658 New
Cerity Partners
360
Cerity Partners
New York
$1.94M -$189K -3,741 -9%
OCM
361
Orser Capital Management
Texas
$1.93M +$1.99M +39,330 New
GPGA
362
Grandeur Peak Global Advisors
Utah
$1.93M -$273K -5,400 -13%
GI
363
GAMCO Investors
Connecticut
$1.9M +$1.89M +37,266 New
MWM
364
MinichMacGregor Wealth Management
New York
$1.9M +$2.6M +51,480 +7,800%
Teacher Retirement System of Texas
365
Teacher Retirement System of Texas
Texas
$1.89M -$1.9M -37,509 -50%
EHWM
366
Eads & Heald Wealth Management
Georgia
$1.87M -$117K -2,319 -6%
GCA
367
Genesee Capital Advisors
New York
$1.87M +$1.85M +36,555 New
II
368
IFM Investors
Australia
$1.86M +$165K +3,258 +10%
LMIM
369
Lockheed Martin Investment Management
Maryland
$1.85M +$1.09M +21,600 +147%
AAM
370
Azzad Asset Management
Virginia
$1.84M -$53.3K -1,053 -3%
AAMU
371
AEGON Asset Management (UK)
United Kingdom
$1.8M -$564K -11,154 -24%
HCA
372
Harbour Capital Advisors
Virginia
$1.78M +$49.8K +984 +3%
RJT
373
Raymond James Trust
Florida
$1.77M -$143K -2,823 -8%
WDA
374
Wendell David Associates
New Hampshire
$1.76M +$221K +4,365 +15%
COPPSERS
375
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.75M -$877K -17,334 -34%

EW Hedge Fund Activity: Q4 2018 in Review

874 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2018, worth a combined $26.8B — down 12% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new EW positions and 94 closed out — a net gain of 29 holders — while 252 added to existing stakes and 336 trimmed.

The largest buyer was Jennison Associates, adding an estimated $405M. The largest seller was Winslow Capital Management, cutting an estimated $214M.

  • 874 institutional investors held Edwards Lifesciences (EW) as of Q4 2018, up from 852 in Q3 2018.
  • Funds reported $26.8B of Edwards Lifesciences stock for Q4 2018, down 12% quarter-over-quarter.
  • 123 funds opened new Edwards Lifesciences positions in Q4 2018 and 94 closed out, a net change of +29 holders.
  • The largest Edwards Lifesciences buyer in Q4 2018 was Jennison Associates, an estimated $405M added.
  • The largest Edwards Lifesciences seller in Q4 2018 was Winslow Capital Management, an estimated $214M sold.

Based on aggregated 13F filings for Q4 2018.