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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
CS
476
Comerica Securities
Michigan
$872K -$181K -3,711 -20%
WG
477
Winton Group
United Kingdom
$869K -$436K -8,919 -37%
PTC
478
Private Trust Company
Ohio
$860K -$6.46K -132 -0.9%
1SB
479
1ST Source Bank
Indiana
$859K +$18K +369 +3%
IIM
480
Ipswich Investment Management
Massachusetts
$854K +$720K +14,721 New
LMIM
481
Lockheed Martin Investment Management
Maryland
$853K -$1.01M -20,550 -58%
GFPC
482
Global Financial Private Capital
Florida
$852K +$53.8K +1,101 +8%
CIP
483
Chartwell Investment Partners
Pennsylvania
$849K
AR
484
Advisory Research
Illinois
$818K -$684K -13,989 -50%
FFWA
485
FRG Family Wealth Advisors
Washington
$818K
HMS
486
Hanseatic Management Services
New Mexico
$810K
SCM
487
Stellar Capital Management
Arizona
$806K
Point72 Asset Management
488
Point72 Asset Management
Connecticut
$801K +$675K +13,800 New
FP
489
Foundry Partners
Minnesota
$797K +$237K +4,848 +55%
CI
490
Conning Inc
Connecticut
$788K -$42.5K -870 -6%
CCM
491
Compton Capital Management
Rhode Island
$784K
HFS
492
HL Financial Services
Kentucky
$774K -$3.96K -81 -0.6%
AAM
493
Ascension Asset Management
New York
$766K
MHC
494
Meyer Handelman Company
New York
$766K
ZCA
495
Zeke Capital Advisors
Pennsylvania
$766K
MHS
496
M Holdings Securities
Oregon
$763K +$46.7K +954 +8%
NERM
497
New England Research & Management
Illinois
$757K +$638K +13,050 New
AIM
498
Aspen Investment Management
Michigan
$753K +$16.1K +330 +3%
IA
499
IFP Advisors
Florida
$750K +$21.4K +438 +4%
CIBC World Market
500
CIBC World Market
Ontario, Canada
$743K -$3.37M -68,862 -84%

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.