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Edwards Lifesciences

838 hedge funds and large institutions have $25.5B invested in Edwards Lifesciences in 2018 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 286 increasing their positions, 314 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 54

11% more call options, than puts

Call options by funds: $152M | Put options by funds: $136M

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

3% more funds holding

Funds holding: 815838 (+23)

5% more capital invested

Capital invested by funds: $24.3B → $25.5B (+$1.16B)

0.55% more ownership

Funds ownership: 249.42%249.97% (+0.55%)

9% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 314

Holders
838
Holders Change
+23
Holders Change %
+2.82%
% of All Funds
19.18%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.5%
New
82
Increased
286
Reduced
314
Closed
54
Calls
$152M
Puts
$136M
Net Calls
+$15.6M
Net Calls Change
-$6.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$194M +$51.7M +1,107,081 +38%
AAMU
27
Amundi Asset Management US
Massachusetts
$182M +$26.3M +564,198 +18%
TA
28
Teachers Advisors
New York
$175M +$25.9M +555,534 +18%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$168M +$5.52M +118,170 +4%
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$145M +$9.32M +199,632 +7%
WRF
31
Waddell & Reed Financial
Kansas
$142M -$10.1M -215,391 -7%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$133M +$41.3M +885,339 +48%
WP
33
Wedgewood Partners
Missouri
$130M -$33.7M -722,793 -21%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$128M +$37.4M +801,210 +44%
O
35
OrbiMed
New York
$127M -$21.5M -461,100 -15%
Invesco
36
Invesco
Georgia
$127M +$57M +1,221,555 +88%
Jennison Associates
37
Jennison Associates
New York
$123M +$37.8M +810,144 +47%
UBS Group
38
UBS Group
Switzerland
$118M +$5.15M +110,346 +5%
Charles Schwab
39
Charles Schwab
California
$116M +$3.69M +79,038 +3%
JP Morgan Chase
40
JP Morgan Chase
New York
$115M +$30.3M +649,779 +38%
FCM
41
Frontier Capital Management
Massachusetts
$111M -$2.19M -46,920 -2%
UBS AM
42
UBS AM
Illinois
$108M +$1.01M +21,738 +1%
Federated Hermes
43
Federated Hermes
Pennsylvania
$103M -$14.1M -302,601 -12%
Swiss National Bank
44
Swiss National Bank
Switzerland
$101M +$2.2M +47,100 +2%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$99.1M -$20.2M -432,357 -17%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$96.2M +$5.36M +114,771 +6%
CIP
47
Champlain Investment Partners
Vermont
$92.7M +$10.2M +218,895 +13%
EAM
48
Eagle Asset Management
Florida
$88.6M +$9.96M +213,456 +13%
Deutsche Bank
49
Deutsche Bank
Germany
$87.5M -$4.52M -96,861 -5%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$86.1M -$24.2K -519 -0%

EW Hedge Fund Activity: Q2 2018 in Review

838 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2018, worth a combined $25.5B — up 4.8% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new EW positions and 54 closed out — a net gain of 28 holders — while 286 added to existing stakes and 314 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $233M. The largest seller was Goldman Sachs, cutting an estimated $88.9M.

  • 838 institutional investors held Edwards Lifesciences (EW) as of Q2 2018, up from 815 in Q1 2018.
  • Funds reported $25.5B of Edwards Lifesciences stock for Q2 2018, up 4.8% quarter-over-quarter.
  • 82 funds opened new Edwards Lifesciences positions in Q2 2018 and 54 closed out, a net change of +28 holders.
  • The largest Edwards Lifesciences buyer in Q2 2018 was Fidelity Investments, an estimated $233M added.
  • The largest Edwards Lifesciences seller in Q2 2018 was Goldman Sachs, an estimated $88.9M sold.

Based on aggregated 13F filings for Q2 2018.