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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
V
451
Veritable
Delaware
$581K -$23.6K -753 -4%
EOJOAM
452
E. Ohman J:or Asset Management
Sweden
$574K +$131K +4,200 +30%
Simplex Trading
453
Simplex Trading
Illinois
$570K +$428K +13,686 +303%
SAMC
454
Spectrum Asset Management (California)
California
$569K
SCI
455
S&CO Inc
Massachusetts
$564K +$564K +18,000 New
W
456
Wealthfront
California
$559K +$558K +17,820 New
TNBTD
457
Trustmark National Bank Trust Department
Mississippi
$557K -$714K -22,800 -56%
RWM
458
RKL Wealth Management
Pennsylvania
$555K +$299K +9,561 +117%
VFA
459
Voya Financial Advisors
Connecticut
$552K -$53.2K -1,698 -9%
JIC
460
Johnson Investment Counsel
Ohio
$547K -$5.64K -180 -1%
KRSITF
461
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$541K -$110K -3,528 -17%
Nomura Holdings
462
Nomura Holdings
Japan
$539K -$568K -18,138 -51%
Northwestern Mutual Wealth Management
463
Northwestern Mutual Wealth Management
Wisconsin
$539K -$312K -9,966 -37%
LFAS
464
Level Four Advisory Services
Texas
$535K -$55.6K -1,776 -9%
IB
465
Intrust Bank
Kansas
$525K +$53.1K +1,695 +11%
Teacher Retirement System of Texas
466
Teacher Retirement System of Texas
Texas
$522K -$8.36K -267 -2%
SLI
467
Sumitomo Life Insurance
Japan
$520K -$809K -25,842 -61%
AMCA
468
Arthur M. Cohen & Associates
Illinois
$515K
DCM
469
Driehaus Capital Management
Illinois
$505K -$241K -7,692 -32%
WWM
470
Willingdon Wealth Management
North Carolina
$504K -$22.6K -723 -4%
WCM
471
Washington Capital Management
Washington
$503K
MSV
472
MN Services Vermogensbeheer
Netherlands
$502K +$23.6K +753 +5%
BMC
473
Benin Management Corp
Connecticut
$499K
MFBTD
474
MB Financial Bank - Trust Department
Illinois
$497K -$193K -6,168 -28%
CC
475
ClearArc Capital
Ohio
$489K -$657 -21 -0.1%

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.