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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
GC
501
Globeflex Capital
California
$493K
PI
502
Putnam Investments
Massachusetts
$492K -$23.5K -645 -5%
RCAMU
503
Rothschild & Co Asset Management US
Connecticut
$491K -$53.1K -1,455 -10%
PSUF
504
People's United Financial
Connecticut
$487K
FRM
505
Fox Run Management
Connecticut
$485K -$1.16M -31,800 -72%
ECM
506
Everence Capital Management
Indiana
$481K
RIL
507
Rothschild Investment LLC
Illinois
$479K
AIM
508
Aspen Investment Management
Michigan
$477K +$41.1K +1,125 +10%
FTIOP
509
Fiduciary Trust International of Pennsylvania
Pennsylvania
$476K
SB
510
Simmons Bank
Arkansas
$475K
FHAM
511
Folger Hill Asset Management
New York
$474K +$439K +12,021 New
AAP
512
Ardsley Advisory Partners
Connecticut
$473K +$164K +4,500 +60%
FAN
513
Financial Advisors Network
California
$469K +$435K +11,910 New
Mackenzie Financial
514
Mackenzie Financial
Ontario, Canada
$465K +$131K +3,585 +44%
SBL
515
Sargent Bickham Lagudis
Colorado
$461K +$19.3K +528 +5%
AI
516
Atria Investments
North Carolina
$456K +$12.4K +339 +3%
FIM
517
Foresters Investment Management
New York
$439K +$407K +11,139 New
PIA
518
Piedmont Investment Advisors
North Carolina
$435K +$403K +11,049 New
Group One Trading
519
Group One Trading
Illinois
$433K -$276K -7,572 -41%
FWM
520
Frontier Wealth Management
Missouri
$419K +$21.9K +600 +6%
GXMC
521
Global X Management Company
New York
$414K -$24K -657 -6%
HCA
522
Harbour Capital Advisors
Virginia
$412K +$273K +7,485 +252%
SXL
523
Summit X LLC
Missouri
$411K +$379K +10,395 New
SCA
524
Stonebridge Capital Advisors
Minnesota
$409K
SM
525
Sciencast Management
New Jersey
$407K -$49.3K -1,350 -12%

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.