We are live on ! Find out more
EW icon

Edwards Lifesciences

772 hedge funds and large institutions have $19.6B invested in Edwards Lifesciences in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 273 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 77

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

4% more funds holding

Funds holding: 739772 (+33)

1% more capital invested

Capital invested by funds: $19.3B → $19.6B (+$251M)

0% less call options, than puts

Call options by funds: $105M | Put options by funds: $105M

2% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 273

4.47% less ownership

Funds ownership: 250.94%246.47% (-4.5%)

Holders
772
Holders Change
+33
Holders Change %
+4.47%
% of All Funds
17.51%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.29%
New
113
Increased
267
Reduced
273
Closed
77
Calls
$105M
Puts
$105M
Net Calls
-$31K
Net Calls Change
+$31.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
501
Gradient Investments
Minnesota
$520K +$140K +3,807 +38%
BAS
502
Brown Advisory Securities
Maryland
$519K +$13K +354 +3%
O
503
OppenheimerFunds
New York
$517K -$18.5M -504,150 -97%
Truist Financial
504
Truist Financial
North Carolina
$514K -$287K -7,830 -36%
SRAM
505
Stone Ridge Asset Management
New York
$514K +$502K +13,680 New
FBT
506
First Bank & Trust
South Dakota
$497K -$8.48K -231 -2%
MHC
507
Meyer Handelman Company
New York
$496K
AAM
508
Ascension Asset Management
New York
$496K +$484K +13,200 New
BTNA
509
Bremer Trust National Association
Minnesota
$487K -$53K -1,443 -10%
NWS
510
Newport Wealth Strategies
California
$482K +$419K +11,418 New
MHS
511
M Holdings Securities
Oregon
$480K -$26.1K -711 -5%
AIM
512
Aspen Investment Management
Michigan
$476K -$16.5K -450 -3%
AR
513
Advisory Research
Illinois
$474K -$232K -6,321 -33%
AA
514
ALPS Advisors
Colorado
$463K
ST
515
Spinnaker Trust
Maine
$462K +$451K +12,300 New
ECM
516
Everence Capital Management
Indiana
$459K
CAAS
517
Capital Asset Advisory Services
Michigan
$458K -$71K -1,935 -14%
VIA
518
Virtus Investment Advisers
Connecticut
$458K -$41K -1,116 -8%
RIL
519
Rothschild Investment LLC
Illinois
$457K
NI
520
Numeric Investors
Massachusetts
$451K -$88.1K -2,400 -17%
MCM
521
Murphy Capital Management
New Jersey
$451K -$2.75K -75 -0.6%
MCIM
522
Meadow Creek Investment Management
Georgia
$451K +$102K +2,784 +30%
FAN
523
Financial Advisors Network
California
$448K +$881 +24 +0.2%
SB
524
Simmons Bank
Arkansas
$433K -$18.4K -501 -4%
SBL
525
Sargent Bickham Lagudis
Colorado
$433K +$8.92K +243 +2%

EW Hedge Fund Activity: Q4 2017 in Review

772 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2017, worth a combined $19.6B — up 1.3% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new EW positions and 77 closed out — a net gain of 36 holders — while 267 added to existing stakes and 273 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $262M. The largest seller was Egerton Capital (UK), exiting entirely with an estimated $146M sold.

  • 772 institutional investors held Edwards Lifesciences (EW) as of Q4 2017, up from 739 in Q3 2017.
  • Funds reported $19.6B of Edwards Lifesciences stock for Q4 2017, up 1.3% quarter-over-quarter.
  • 113 funds opened new Edwards Lifesciences positions in Q4 2017 and 77 closed out, a net change of +36 holders.
  • The largest Edwards Lifesciences buyer in Q4 2017 was Bank of New York Mellon, an estimated $262M added.
  • The largest Edwards Lifesciences seller in Q4 2017 was Egerton Capital (UK), an estimated $146M sold.

Based on aggregated 13F filings for Q4 2017.