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Edwards Lifesciences

922 hedge funds and large institutions have $33.6B invested in Edwards Lifesciences in 2019 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 299 increasing their positions, 335 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 65

25% more capital invested

Capital invested by funds: $26.8B → $33.6B (+$6.75B)

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

5% more funds holding

Funds holding: 874922 (+48)

9% more call options, than puts

Call options by funds: $335M | Put options by funds: $308M

0.84% less ownership

Funds ownership: 254.16%253.32% (-0.84%)

11% less repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 335

Holders
922
Holders Change
+48
Holders Change %
+5.49%
% of All Funds
19.96%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.54%
New
121
Increased
299
Reduced
335
Closed
65
Calls
$335M
Puts
$308M
Net Calls
+$27.5M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
V
476
Veritable
Delaware
$1.07M +$31K +543 +3%
FMT
477
First Mercantile Trust
Tennessee
$1.07M -$84.7K -1,485 -8%
BDF
478
Balasa Dinverno & Foltz
$1.07M +$32K +561 +3%
SIA
479
Sit Investment Associates
Minnesota
$1.05M -$2.37M -41,445 -72%
SCI
480
S&CO Inc
Massachusetts
$1.05M
TIA
481
Trust Investment Advisors
Indiana
$1.05M -$154K -2,700 -14%
BMO
482
Beck Mack & Oliver
New York
$1.04M +$68.5K +1,200 +8%
LB
483
Legacy Bridge
Iowa
$1.03M
BPWA
484
Beacon Pointe Wealth Advisors
California
$1.03M -$24.7K -432 -3%
SRAM
485
Stone Ridge Asset Management
New York
$1.02M
PFA
486
Pure Financial Advisors
California
$1.01M -$17.1K -300 -2%
CWM
487
Confluence Wealth Management
Oregon
$1.01M +$7.36K +129 +0.8%
IWA
488
Inspirion Wealth Advisors
Illinois
$998K
MYAM
489
Meiji Yasuda Asset Management
Japan
$988K
Mercer Global Advisors
490
Mercer Global Advisors
Colorado
$982K +$879K +15,396 New
SSWM
491
Sheets Smith Wealth Management
North Carolina
$973K +$2.4K +42 +0.3%
FA
492
FDx Advisors
Illinois
$946K -$706K -12,366 -45%
MCIM
493
Meadow Creek Investment Management
Georgia
$946K +$110K +1,920 +15%
IIM
494
Ipswich Investment Management
Massachusetts
$938K -$1.2K -21 -0.1%
WS
495
Wedbush Securities
California
$933K +$69.3K +1,215 +9%
EWM
496
Empirical Wealth Management
Washington
$930K
CS
497
Comerica Securities
Michigan
$920K +$4.11K +72 +0.5%
MML Investors Services
498
MML Investors Services
Massachusetts
$913K -$53.4K -936 -6%
1SB
499
1ST Source Bank
Indiana
$912K -$2.91K -51 -0.4%
SG Americas Securities
500
SG Americas Securities
New York
$898K -$3.89M -68,229 -83%

EW Hedge Fund Activity: Q1 2019 in Review

922 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2019, worth a combined $33.6B — up 25% from $26.8B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new EW positions and 65 closed out — a net gain of 56 holders — while 299 added to existing stakes and 335 trimmed.

The largest buyer was Jennison Associates, adding an estimated $283M. The largest seller was Vanguard Group, cutting an estimated $511M.

  • 922 institutional investors held Edwards Lifesciences (EW) as of Q1 2019, up from 874 in Q4 2018.
  • Funds reported $33.6B of Edwards Lifesciences stock for Q1 2019, up 25% quarter-over-quarter.
  • 121 funds opened new Edwards Lifesciences positions in Q1 2019 and 65 closed out, a net change of +56 holders.
  • The largest Edwards Lifesciences buyer in Q1 2019 was Jennison Associates, an estimated $283M added.
  • The largest Edwards Lifesciences seller in Q1 2019 was Vanguard Group, an estimated $511M sold.

Based on aggregated 13F filings for Q1 2019.