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Edwards Lifesciences

816 hedge funds and large institutions have $24.3B invested in Edwards Lifesciences in 2018 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 237 increasing their positions, 311 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 68

62% more funds holding in top 10

Funds holding in top 10: 1321 (+8)

24% more capital invested

Capital invested by funds: $19.6B → $24.3B (+$4.79B)

24% more call options, than puts

Call options by funds: $112M | Put options by funds: $90.4M

6% more funds holding

Funds holding: 773816 (+43)

2.95% more ownership

Funds ownership: 246.48%249.42% (+2.9%)

24% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 311

Holders
816
Holders Change
+43
Holders Change %
+5.56%
% of All Funds
18.7%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.48%
New
118
Increased
237
Reduced
311
Closed
68
Calls
$112M
Puts
$90.4M
Net Calls
+$22M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$156M -$19.7K -453 -0%
AAMU
27
Amundi Asset Management US
Massachusetts
$148M -$6.79M -156,402 -5%
WRF
28
Waddell & Reed Financial
Kansas
$146M -$17.9M -411,783 -12%
O
29
OrbiMed
New York
$143M -$13M -298,500 -9%
TA
30
Teachers Advisors
New York
$142M +$40.2M +925,950 +44%
Renaissance Technologies
31
Renaissance Technologies
New York
$140M -$33M -760,641 -20%
Morgan Stanley
32
Morgan Stanley
New York
$134M -$44M -1,014,042 -26%
MC
33
Montag & Caldwell
Georgia
$130M +$4.8M +110,619 +4%
CIBC Private Wealth Group
34
CIBC Private Wealth Group
Georgia
$130M +$1.81M +41,598 +2%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$115M -$11.8M -270,717 -10%
Federated Hermes
36
Federated Hermes
Pennsylvania
$113M -$4.17M -95,976 -4%
FCM
37
Frontier Capital Management
Massachusetts
$109M +$1.31M +30,279 +1%
UBS Group
38
UBS Group
Switzerland
$108M -$10.9M -251,961 -10%
Charles Schwab
39
Charles Schwab
California
$107M +$5.8M +133,467 +6%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$106M -$12.4M -286,500 -11%
UBS AM
41
UBS AM
Illinois
$103M +$12M +275,427 +14%
Adage Capital Partners
42
Adage Capital Partners
Massachusetts
$103M +$24.4M +562,029 +34%
Swiss National Bank
43
Swiss National Bank
Switzerland
$94.7M -$13M -299,400 -13%
Deutsche Bank
44
Deutsche Bank
Germany
$88.3M +$16.6M +381,159 +25%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$86.9M +$2.66M +61,296 +3%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$86M -$1.33M -30,627 -2%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$85.5M +$6.85M +157,845 +9%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$82.5M -$953K -21,945 -1%
GC
49
Guggenheim Capital
Illinois
$82.4M -$8.05M -185,271 -9%
Jennison Associates
50
Jennison Associates
New York
$80.3M +$11.9M +273,366 +19%

EW Hedge Fund Activity: Q1 2018 in Review

816 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2018, worth a combined $24.3B — up 24% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new EW positions and 68 closed out — a net gain of 50 holders — while 237 added to existing stakes and 311 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $553M. The largest seller was AllianceBernstein, cutting an estimated $170M.

  • 816 institutional investors held Edwards Lifesciences (EW) as of Q1 2018, up from 773 in Q4 2017.
  • Funds reported $24.3B of Edwards Lifesciences stock for Q1 2018, up 24% quarter-over-quarter.
  • 118 funds opened new Edwards Lifesciences positions in Q1 2018 and 68 closed out, a net change of +50 holders.
  • The largest Edwards Lifesciences buyer in Q1 2018 was Fidelity Investments, an estimated $553M added.
  • The largest Edwards Lifesciences seller in Q1 2018 was AllianceBernstein, an estimated $170M sold.

Based on aggregated 13F filings for Q1 2018.