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Edwards Lifesciences

922 hedge funds and large institutions have $33.6B invested in Edwards Lifesciences in 2019 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 299 increasing their positions, 335 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 65

25% more capital invested

Capital invested by funds: $26.8B → $33.6B (+$6.75B)

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

5% more funds holding

Funds holding: 874922 (+48)

9% more call options, than puts

Call options by funds: $335M | Put options by funds: $308M

0.84% less ownership

Funds ownership: 254.16%253.32% (-0.84%)

11% less repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 335

Holders
922
Holders Change
+48
Holders Change %
+5.49%
% of All Funds
19.96%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.54%
New
121
Increased
299
Reduced
335
Closed
65
Calls
$335M
Puts
$308M
Net Calls
+$27.5M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TFCM
401
Taylor Frigon Capital Management
Arizona
$2.07M -$64.7K -1,134 -3%
RWM
402
RKL Wealth Management
Pennsylvania
$2.05M -$73.4K -1,287 -4%
WCG
403
Weaver Consulting Group
California
$2.04M +$1.89M +33,129 New
NRS
404
Neville Rodie & Shaw
New York
$2.03M
AB
405
AT Bancorp
Iowa
$2.01M -$1.35M -23,724 -43%
FCM
406
Flinton Capital Management
Pennsylvania
$2.01M +$233K +4,080 +15%
APA
407
American Portfolios Advisors
New York
$2M +$38.9K +681 +2%
CB
408
Commerce Bank
Missouri
$1.99M +$140K +2,454 +9%
FWCM
409
Ferguson Wellman Capital Management
Oregon
$1.99M
YIA
410
YHB Investment Advisors
Connecticut
$1.89M +$1.47M +25,710 +655%
PAM
411
Panagora Asset Management
Massachusetts
$1.89M -$154K -2,703 -8%
DWA
412
Dorsey Wright & Associates
California
$1.88M +$1.68M +29,508 New
SICM
413
Sustainable Insight Capital Management
New York
$1.88M -$19.7K -345 -1%
JDR
414
Jay D. Rosenbaum
$1.87M -$235K -4,116 -12%
BCM
415
Brown Capital Management
Maryland
$1.87M +$89.2K +1,563 +6%
LOAMS
416
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.86M -$1.75M -30,624 -51%
TA
417
Tiedemann Advisors
New York
$1.84M +$829K +14,532 +102%
HFS
418
HL Financial Services
Kentucky
$1.83M +$993K +17,403 +154%
IA
419
Icon Advisers
Colorado
$1.82M -$599K -10,500 -27%
OTPPB
420
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.79M +$152K +2,658 +10%
FIM
421
Freedom Investment Management
Connecticut
$1.76M -$1.09M -19,068 -41%
LNB
422
Ledyard National Bank
$1.75M -$1.23M -21,618 -44%
TPA
423
Trivium Point Advisory
Connecticut
$1.74M +$27.4K +480 +2%
KRS
424
Kentucky Retirement Systems
Kentucky
$1.74M -$1.54K -27 -0.1%
BTS
425
BB&T Securities
Virginia
$1.73M +$145K +2,547 +10%

EW Hedge Fund Activity: Q1 2019 in Review

922 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2019, worth a combined $33.6B — up 25% from $26.8B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new EW positions and 65 closed out — a net gain of 56 holders — while 299 added to existing stakes and 335 trimmed.

The largest buyer was Jennison Associates, adding an estimated $283M. The largest seller was Vanguard Group, cutting an estimated $511M.

  • 922 institutional investors held Edwards Lifesciences (EW) as of Q1 2019, up from 874 in Q4 2018.
  • Funds reported $33.6B of Edwards Lifesciences stock for Q1 2019, up 25% quarter-over-quarter.
  • 121 funds opened new Edwards Lifesciences positions in Q1 2019 and 65 closed out, a net change of +56 holders.
  • The largest Edwards Lifesciences buyer in Q1 2019 was Jennison Associates, an estimated $283M added.
  • The largest Edwards Lifesciences seller in Q1 2019 was Vanguard Group, an estimated $511M sold.

Based on aggregated 13F filings for Q1 2019.