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Edwards Lifesciences

852 hedge funds and large institutions have $30.6B invested in Edwards Lifesciences in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 271 increasing their positions, 325 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $374M | Put options by funds: $244M

30% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 70

20% more capital invested

Capital invested by funds: $25.5B → $30.6B (+$5.08B)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

1.86% more ownership

Funds ownership: 249.97%251.82% (+1.9%)

2% more funds holding

Funds holding: 838852 (+14)

17% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 325

Holders
852
Holders Change
+14
Holders Change %
+1.67%
% of All Funds
19.48%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.53%
New
91
Increased
271
Reduced
325
Closed
70
Calls
$374M
Puts
$244M
Net Calls
+$129M
Net Calls Change
+$114M
Name Holding Trade Value Shares
Change
Change in
Stake
Winslow Capital Management
26
Winslow Capital Management
Minnesota
$246M -$37.8M -772,515 -15%
AAMU
27
Amundi Asset Management US
Massachusetts
$228M +$8.67M +177,219 +5%
Wells Fargo
28
Wells Fargo
California
$211M -$86.6M -1,771,497 -33%
TA
29
Teachers Advisors
New York
$201M -$7.04M -143,904 -4%
JIM
30
Jupiter Investment Management
United Kingdom
$183M +$105M +2,137,611 +212%
Morgan Stanley
31
Morgan Stanley
New York
$182M -$41.9M -856,047 -21%
O
32
OrbiMed
New York
$172M +$17.6M +359,100 +14%
VOYA Investment Management
33
VOYA Investment Management
Georgia
$164M +$4.12M +84,318 +3%
WRF
34
Waddell & Reed Financial
Kansas
$157M -$11M -224,850 -8%
Invesco
35
Invesco
Georgia
$154M +$2.49M +50,886 +2%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$150M -$2.47M -50,577 -2%
UBS Group
37
UBS Group
Switzerland
$145M +$3.02M +61,797 +3%
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$145M -$24.2M -494,895 -17%
WP
39
Wedgewood Partners
Missouri
$143M -$10.6M -217,350 -8%
Charles Schwab
40
Charles Schwab
California
$142M +$2.69M +54,900 +2%
FCM
41
Frontier Capital Management
Massachusetts
$139M +$5.35M +109,428 +5%
UBS AM
42
UBS AM
Illinois
$129M -$170K -3,483 -0.2%
JP Morgan Chase
43
JP Morgan Chase
New York
$128M -$7.77M -158,907 -7%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$121M +$1.95M +39,780 +2%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$118M +$2.76M +56,481 +3%
Swiss National Bank
46
Swiss National Bank
Switzerland
$117M -$3.17M -64,800 -3%
Federated Hermes
47
Federated Hermes
Pennsylvania
$116M -$5.71M -116,661 -5%
CIP
48
Champlain Investment Partners
Vermont
$115M +$3.22M +65,925 +3%
PPA
49
Parametric Portfolio Associates
Washington
$102M +$1.58M +32,361 +2%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$101M -$1.83M -37,362 -2%

EW Hedge Fund Activity: Q3 2018 in Review

852 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2018, worth a combined $30.6B — up 20% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new EW positions and 70 closed out — a net gain of 21 holders — while 271 added to existing stakes and 325 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $324M. The largest seller was Fidelity Investments, cutting an estimated $123M.

  • 852 institutional investors held Edwards Lifesciences (EW) as of Q3 2018, up from 838 in Q2 2018.
  • Funds reported $30.6B of Edwards Lifesciences stock for Q3 2018, up 20% quarter-over-quarter.
  • 91 funds opened new Edwards Lifesciences positions in Q3 2018 and 70 closed out, a net change of +21 holders.
  • The largest Edwards Lifesciences buyer in Q3 2018 was Capital Research Global Investors, an estimated $324M added.
  • The largest Edwards Lifesciences seller in Q3 2018 was Fidelity Investments, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2018.