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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
TNBTD
451
Trustmark National Bank Trust Department
Mississippi
$907K
NA
452
Neuburgh Advisers
California
$906K +$93.5K +1,848 +12%
Caisse de Depot et Placement du Quebec (CDPQ)
453
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$873K -$213K -4,200 -20%
DA
454
Duality Advisers
Florida
$872K +$864K +17,070 New
MERSOM
455
Municipal Employees' Retirement System of Michigan
Michigan
$856K +$849K +16,770 New
BPWA
456
Beacon Pointe Wealth Advisors
California
$843K +$836K +16,521 New
SCI
457
S&CO Inc
Massachusetts
$842K
V
458
Veritable
Delaware
$832K -$46.9K -927 -5%
LB
459
Legacy Bridge
Iowa
$828K +$821K +16,221 New
BDF
460
Balasa Dinverno & Foltz
$827K -$96.7K -1,911 -11%
PFA
461
Pure Financial Advisors
California
$823K +$33.7K +666 +4%
SRAM
462
Stone Ridge Asset Management
New York
$815K
CWM
463
Confluence Wealth Management
Oregon
$801K -$20.6K -408 -3%
IWA
464
Inspirion Wealth Advisors
Illinois
$799K
KA
465
Kintegral Advisory
New York
$799K +$792K +15,651 New
MYAM
466
Meiji Yasuda Asset Management
Japan
$791K
FBT
467
First Bank & Trust
South Dakota
$783K +$24K +474 +3%
MML Investors Services
468
MML Investors Services
Massachusetts
$778K -$583K -11,520 -43%
SSWM
469
Sheets Smith Wealth Management
North Carolina
$777K
BMO
470
Beck Mack & Oliver
New York
$772K
PTC
471
Private Trust Company
Ohio
$772K +$15.6K +309 +2%
WG
472
Winton Group
United Kingdom
$767K +$1.67K +33 +0.2%
PI
473
PEAK6 Investments
Illinois
$766K +$759K +14,994 New
AIM
474
Anchor Investment Management
South Carolina
$764K -$3.79K -75 -0.5%
IIM
475
Ipswich Investment Management
Massachusetts
$752K

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.