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Edwards Lifesciences

690 hedge funds and large institutions have $16.6B invested in Edwards Lifesciences in 2017 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 206 increasing their positions, 284 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 83

1% more funds holding

Funds holding: 686690 (+4)

2% less capital invested

Capital invested by funds: $17B → $16.6B (-$364M)

4.79% less ownership

Funds ownership: 254.01%249.22% (-4.8%)

27% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 284

34% less call options, than puts

Call options by funds: $71.2M | Put options by funds: $107M

50% less funds holding in top 10

Funds holding in top 10: 147 (-7)

Holders
690
Holders Change
+4
Holders Change %
+0.58%
% of All Funds
17.18%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.17%
New
99
Increased
206
Reduced
284
Closed
83
Calls
$71.2M
Puts
$107M
Net Calls
-$36.2M
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
401
Achmea Investment Management
Netherlands
$870K +$869K +27,747 New
SC
402
Saturna Capital
Washington
$865K
ICM
403
IMS Capital Management
Oregon
$828K -$394K -12,600 -32%
PA
404
Profund Advisors
Maryland
$819K +$102K +3,249 +14%
JG
405
Jefferies Group
New York
$810K +$183K +5,859 +29%
UCFA
406
United Capital Financial Advisors
Texas
$785K -$759K -24,258 -49%
Janney Montgomery Scott
407
Janney Montgomery Scott
Pennsylvania
$783K -$572K -18,261 -42%
KC
408
Kingfisher Capital
North Carolina
$780K +$241K +7,689 +45%
RJT
409
Raymond James Trust
Florida
$777K -$285K -9,108 -27%
HAG
410
HighPoint Advisor Group
Illinois
$775K +$627K +20,022 New
SFFS
411
Stonehage Fleming Financial Services
Jersey
$770K +$769K +24,552 New
EA
412
Emerald Advisers
Pennsylvania
$755K
EVM
413
Evelyn V. Moreno
$753K
PCMI
414
Paradigm Capital Management Inc
New York
$743K -$28.2K -900 -4%
DAS
415
Dynamic Advisor Solutions
Arizona
$743K -$7.04K -225 -0.9%
PAM
416
Princeton Alpha Management
New Jersey
$737K -$404K -12,891 -35%
WS
417
Wedbush Securities
California
$737K -$221K -7,062 -23%
RJFSA
418
Raymond James Financial Services Advisors
Florida
$736K +$62.5K +1,995 +9%
CCM
419
Covington Capital Management
California
$730K +$729K +23,274 New
SI
420
Stephens Inc
Arkansas
$728K -$47K -1,500 -6%
BF
421
BOK Financial
Oklahoma
$727K -$877K -28,002 -55%
CIBC World Market
422
CIBC World Market
Ontario, Canada
$722K -$1.82M -58,218 -72%
FCBT
423
First Citizens Bank & Trust
North Carolina
$710K -$2.36M -75,237 -77%
GT
424
Glenview Trust
Kentucky
$697K -$26.3K -840 -4%
BTNA
425
Bremer Trust National Association
Minnesota
$697K -$11.1K -354 -2%

EW Hedge Fund Activity: Q1 2017 in Review

690 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2017, worth a combined $16.6B — down 2.1% from $17B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new EW positions and 83 closed out — a net gain of 16 holders — while 206 added to existing stakes and 284 trimmed.

The largest buyer was BlackRock, adding an estimated $1.26B. The largest seller was Fidelity Investments, cutting an estimated $496M.

  • 690 institutional investors held Edwards Lifesciences (EW) as of Q1 2017, up from 686 in Q4 2016.
  • Funds reported $16.6B of Edwards Lifesciences stock for Q1 2017, down 2.1% quarter-over-quarter.
  • 99 funds opened new Edwards Lifesciences positions in Q1 2017 and 83 closed out, a net change of +16 holders.
  • The largest Edwards Lifesciences buyer in Q1 2017 was BlackRock, an estimated $1.26B added.
  • The largest Edwards Lifesciences seller in Q1 2017 was Fidelity Investments, an estimated $496M sold.

Based on aggregated 13F filings for Q1 2017.