We are live on ! Find out more
EW icon

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
FNT
426
First National Trust
Pennsylvania
$695K +$218K +6,966 +46%
DDC
427
DF Dent & Co
Maryland
$694K +$693K +22,143 New
SC
428
Scotia Capital
Ontario, Canada
$684K -$64.2K -2,049 -9%
MCIM
429
Meadow Creek Investment Management
Georgia
$680K -$1.37M -43,824 -67%
FAAS
430
First Allied Advisory Services
California
$675K +$33.4K +1,068 +5%
BTS
431
BB&T Securities
Virginia
$674K +$221K +7,047 +49%
LIA
432
LS Investment Advisors
Michigan
$669K +$112K +3,567 +20%
ARMC
433
American Research & Management Company
Massachusetts
$659K +$40.9K +1,305 +7%
HCM
434
Howland Capital Management
Massachusetts
$657K +$213K +6,801 +48%
Mariner
435
Mariner
Kansas
$649K +$648K +20,682 New
MERSOM
436
Municipal Employees' Retirement System of Michigan
Michigan
$645K
IWA
437
Inspirion Wealth Advisors
Illinois
$644K
TWI
438
Thomas White International
Illinois
$644K +$643K +20,544 New
Truist Financial
439
Truist Financial
North Carolina
$643K +$37.9K +1,209 +6%
TIA
440
Trust Investment Advisors
Indiana
$640K +$96.3K +3,075 +18%
MYAM
441
Meiji Yasuda Asset Management
Japan
$627K +$363K +11,610 +139%
PAG
442
Private Advisor Group
New Jersey
$618K +$623K +19,899 New
EHWM
443
Eads & Heald Wealth Management
Georgia
$604K +$133K +4,245 +28%
TH
444
Timber Hill
Connecticut
$592K -$84.5K -2,700 -13%
IA
445
IFP Advisors
Florida
$592K -$3.76K -120 -0.6%
OMCS
446
Old Mutual Customised Solutions
South Africa
$592K +$75K +2,394 +15%
VIA
447
Virtus Investment Advisers
Connecticut
$591K -$63.7K -2,034 -10%
VKH
448
Virtu KCG Holdings
New York
$591K +$281K +8,988 +91%
BDF
449
Balasa Dinverno & Foltz
$590K -$22.5K -720 -4%
Group One Trading
450
Group One Trading
Illinois
$582K +$503K +16,062 +640%

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.