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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
AA
476
ALPS Advisors
Colorado
$603K +$1.53K +42 +0.3%
AIM
477
Anchor Investment Management
South Carolina
$600K +$7.67K +210 +1%
1SB
478
1ST Source Bank
Indiana
$596K -$110 -3 -0%
BMO
479
Beck Mack & Oliver
New York
$596K
CA
480
Cornerstone Advisors
North Carolina
$591K +$548K +15,000 New
EP
481
Edgestream Partners
New Jersey
$580K +$537K +14,718 New
VIA
482
Virtus Investment Advisers
Connecticut
$579K -$151K -4,137 -22%
DMK
483
David M. Knott
$578K +$536K +14,673 New
HNB
484
Huntington National Bank
Ohio
$576K +$22.8K +624 +4%
CAAS
485
Capital Asset Advisory Services
Michigan
$575K +$537K +14,715 New
Pacer Advisors
486
Pacer Advisors
Pennsylvania
$569K +$41K +1,122 +8%
IIM
487
Ipswich Investment Management
Massachusetts
$559K
MCIM
488
Meadow Creek Investment Management
Georgia
$558K -$275K -7,536 -35%
PFA
489
Pure Financial Advisors
California
$555K +$63K +1,725 +14%
ICRM
490
Insight Capital Research & Management
California
$555K +$514K +14,079 New
SCM
491
Stellar Capital Management
Arizona
$547K
SFM
492
Soros Fund Management
New York
$544K +$504K +13,800 New
CIP
493
Chartwell Investment Partners
Pennsylvania
$537K +$12K +330 +2%
MHS
494
M Holdings Securities
Oregon
$536K +$44.1K +1,209 +10%
BAS
495
Brown Advisory Securities
Maryland
$532K +$87.6K +2,400 +22%
FFWA
496
FRG Family Wealth Advisors
Washington
$526K
FBT
497
First Bank & Trust
South Dakota
$525K +$8.32K +228 +2%
MHC
498
Meyer Handelman Company
New York
$520K
MFBTD
499
MB Financial Bank - Trust Department
Illinois
$513K -$104K -2,841 -18%
MCM
500
Murphy Capital Management
New Jersey
$508K -$32.9K -900 -7%

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.