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Edwards Lifesciences

720 hedge funds and large institutions have $20.8B invested in Edwards Lifesciences in 2017 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 227 increasing their positions, 287 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

67% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 52

25% more capital invested

Capital invested by funds: $16.6B → $20.8B (+$4.22B)

4% more funds holding

Funds holding: 690720 (+30)

2.64% more ownership

Funds ownership: 249.22%251.86% (+2.6%)

21% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 287

33% less call options, than puts

Call options by funds: $62.5M | Put options by funds: $93.9M

Holders
720
Holders Change
+30
Holders Change %
+4.35%
% of All Funds
17.95%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.35%
New
87
Increased
227
Reduced
287
Closed
52
Calls
$62.5M
Puts
$93.9M
Net Calls
-$31.4M
Net Calls Change
+$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$160M +$50.1M +1,371,231 +51%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$156M +$980K +26,838 +0.7%
Artisan Partners
28
Artisan Partners
Wisconsin
$151M +$66.6M +1,823,352 +91%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$145M -$35.4K -969 -0%
HM
30
HealthCor Management
New York
$142M -$5.48M -150,000 -4%
Legal & General Group
31
Legal & General Group
United Kingdom
$130M +$4.18M +114,432 +4%
Morgan Stanley
32
Morgan Stanley
New York
$130M -$42.6M -1,167,600 -26%
MC
33
Montag & Caldwell
Georgia
$125M -$10.9M -298,350 -9%
Jennison Associates
34
Jennison Associates
New York
$115M +$529K +14,496 +0.5%
UBS Group
35
UBS Group
Switzerland
$108M +$4.17M +114,204 +4%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$105M -$1.44M -39,336 -1%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$104M -$78.7M -2,156,940 -45%
MWNA
38
Marshall Wace North America
New York
$104M -$51.2M -1,401,369 -35%
WP
39
Wedgewood Partners
Missouri
$102M -$30.2M -827,172 -24%
Renaissance Technologies
40
Renaissance Technologies
New York
$101M -$8.04M -220,200 -8%
TA
41
Teachers Advisors
New York
$100M +$1.36M +37,167 +1%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$96.2M +$14.1M +387,513 +19%
FCM
43
Frontier Capital Management
Massachusetts
$94.6M -$554K -15,168 -0.6%
Federated Hermes
44
Federated Hermes
Pennsylvania
$91.9M -$623K -17,055 -0.7%
Swiss National Bank
45
Swiss National Bank
Switzerland
$91.7M +$2.01M +55,200 +2%
GA
46
Geneva Advisors
Illinois
$91.2M +$219K +6,000 +0.3%
AAMU
47
Amundi Asset Management US
Massachusetts
$81M +$4.12M +112,956 +6%
Charles Schwab
48
Charles Schwab
California
$77.9M +$2.13M +58,470 +3%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$77.7M -$56.5M -1,547,361 -44%
FAM
50
Fred Alger Management
New York
$73.5M -$62.8M -1,721,751 -48%

EW Hedge Fund Activity: Q2 2017 in Review

720 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2017, worth a combined $20.8B — up 25% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new EW positions and 52 closed out — a net gain of 35 holders — while 227 added to existing stakes and 287 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $359M. The largest seller was Ameriprise, cutting an estimated $151M.

  • 720 institutional investors held Edwards Lifesciences (EW) as of Q2 2017, up from 690 in Q1 2017.
  • Funds reported $20.8B of Edwards Lifesciences stock for Q2 2017, up 25% quarter-over-quarter.
  • 87 funds opened new Edwards Lifesciences positions in Q2 2017 and 52 closed out, a net change of +35 holders.
  • The largest Edwards Lifesciences buyer in Q2 2017 was Bank of New York Mellon, an estimated $359M added.
  • The largest Edwards Lifesciences seller in Q2 2017 was Ameriprise, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2017.