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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
TA
26
Teachers Advisors
New York
$179M +$2.58M +50,940 +1%
Legal & General Group
27
Legal & General Group
United Kingdom
$169M +$167M +3,306,261 New
Artisan Partners
28
Artisan Partners
Wisconsin
$164M -$94.3M -1,864,602 -37%
Morgan Stanley
29
Morgan Stanley
New York
$164M +$4.08M +80,577 +3%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$161M +$28.4M +560,538 +22%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$143M +$36.7M +724,458 +35%
Invesco
32
Invesco
Georgia
$128M -$7.32M -144,621 -5%
Charles Schwab
33
Charles Schwab
California
$128M +$3.15M +62,175 +3%
WP
34
Wedgewood Partners
Missouri
$126M +$330K +6,516 +0.3%
AQR Capital Management
35
AQR Capital Management
Connecticut
$126M +$72.1M +1,425,534 +138%
UBS Group
36
UBS Group
Switzerland
$125M -$2.07M -40,998 -2%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$123M +$21M +415,863 +20%
WRF
38
Waddell & Reed Financial
Kansas
$123M -$15.1M -297,480 -11%
UBS AM
39
UBS AM
Illinois
$121M +$6.57M +129,888 +6%
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$119M -$7.73M -152,781 -6%
JP Morgan Chase
41
JP Morgan Chase
New York
$114M +$861K +17,025 +0.8%
FCM
42
Frontier Capital Management
Massachusetts
$113M -$9.23M -182,514 -8%
VOYA Investment Management
43
VOYA Investment Management
Georgia
$113M -$30.4M -601,383 -21%
Swiss National Bank
44
Swiss National Bank
Switzerland
$104M +$1.17M +23,100 +1%
CIP
45
Champlain Investment Partners
Vermont
$103M +$1.75M +34,635 +2%
PPA
46
Parametric Portfolio Associates
Washington
$99M +$8.83M +174,606 +10%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$92.1M +$3.39M +67,062 +4%
Deutsche Bank
48
Deutsche Bank
Germany
$89M +$8.57M +169,287 +11%
PHS
49
PFM Health Sciences
California
$82.8M +$2.76M +54,465 +3%
EAM
50
Eagle Asset Management
Florida
$82.5M +$8.52M +168,429 +12%

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.