We are live on ! Find out more
EW icon

Edwards Lifesciences

816 hedge funds and large institutions have $24.3B invested in Edwards Lifesciences in 2018 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 237 increasing their positions, 311 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 68

62% more funds holding in top 10

Funds holding in top 10: 1321 (+8)

24% more capital invested

Capital invested by funds: $19.6B → $24.3B (+$4.79B)

24% more call options, than puts

Call options by funds: $112M | Put options by funds: $90.4M

6% more funds holding

Funds holding: 773816 (+43)

2.95% more ownership

Funds ownership: 246.48%249.42% (+2.9%)

24% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 311

Holders
816
Holders Change
+43
Holders Change %
+5.56%
% of All Funds
18.7%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.48%
New
118
Increased
237
Reduced
311
Closed
68
Calls
$112M
Puts
$90.4M
Net Calls
+$22M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
KRSITF
501
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$671K -$106K -2,436 -14%
FFWA
502
FRG Family Wealth Advisors
Washington
$655K
BC
503
Burney Company
Virginia
$650K -$42.3K -975 -7%
SCM
504
Stellar Capital Management
Arizona
$646K +$603K +13,890 New
IRF
505
IBM Retirement Fund
New York
$643K -$80.5K -1,854 -12%
CCM
506
Compton Capital Management
Rhode Island
$629K -$19.5K -450 -3%
GFPC
507
Global Financial Private Capital
Florida
$624K +$583K +13,422 New
BPC
508
Banque Pictet & Cie
Switzerland
$620K +$310K +7,143 +116%
FBT
509
First Bank & Trust
South Dakota
$614K -$1.3K -30 -0.2%
AAM
510
Ascension Asset Management
New York
$614K
MHC
511
Meyer Handelman Company
New York
$614K
ZCA
512
Zeke Capital Advisors
Pennsylvania
$614K +$328K +7,548 +134%
OFG
513
OmniStar Financial Group
North Carolina
$613K -$53.2K -1,224 -8%
SAM
514
Silvercrest Asset Management
New York
$603K -$124K -2,850 -18%
AIM
515
Aspen Investment Management
Michigan
$603K +$13K +300 +2%
WS
516
Wedbush Securities
California
$601K -$449K -10,341 -44%
MHS
517
M Holdings Securities
Oregon
$600K +$5.21K +120 +0.9%
AI
518
Atria Investments
North Carolina
$598K +$88.6K +2,040 +19%
SAMC
519
Spectrum Asset Management (California)
California
$593K -$148K -3,405 -20%
PI
520
PineBridge Investments
New York
$591K +$552K +12,720 New
KA
521
Kovack Advisors
Florida
$587K +$296K +6,819 +118%
NAP
522
New Amsterdam Partners
New York
$581K +$185K +4,260 +52%
ST
523
Spinnaker Trust
Maine
$572K
ECM
524
Everence Capital Management
Indiana
$568K
CAAS
525
Capital Asset Advisory Services
Michigan
$562K -$4.56K -105 -0.9%

EW Hedge Fund Activity: Q1 2018 in Review

816 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2018, worth a combined $24.3B — up 24% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new EW positions and 68 closed out — a net gain of 50 holders — while 237 added to existing stakes and 311 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $553M. The largest seller was AllianceBernstein, cutting an estimated $170M.

  • 816 institutional investors held Edwards Lifesciences (EW) as of Q1 2018, up from 773 in Q4 2017.
  • Funds reported $24.3B of Edwards Lifesciences stock for Q1 2018, up 24% quarter-over-quarter.
  • 118 funds opened new Edwards Lifesciences positions in Q1 2018 and 68 closed out, a net change of +50 holders.
  • The largest Edwards Lifesciences buyer in Q1 2018 was Fidelity Investments, an estimated $553M added.
  • The largest Edwards Lifesciences seller in Q1 2018 was AllianceBernstein, an estimated $170M sold.

Based on aggregated 13F filings for Q1 2018.