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Edwards Lifesciences

874 hedge funds and large institutions have $26.8B invested in Edwards Lifesciences in 2018 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 252 increasing their positions, 336 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 94

3% more funds holding

Funds holding: 852874 (+22)

2.33% more ownership

Funds ownership: 251.82%254.16% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

3% less call options, than puts

Call options by funds: $120M | Put options by funds: $124M

12% less capital invested

Capital invested by funds: $30.6B → $26.8B (-$3.77B)

25% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 336

Holders
874
Holders Change
+22
Holders Change %
+2.58%
% of All Funds
19.47%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
123
Increased
252
Reduced
336
Closed
94
Calls
$120M
Puts
$124M
Net Calls
-$3.77M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
501
Atria Investments
North Carolina
$643K +$64.5K +1,275 +11%
ZCA
502
Zeke Capital Advisors
Pennsylvania
$642K -$31.3K -618 -5%
WP
503
WealthPLAN Partners
Nebraska
$636K +$10.6K +210 +2%
OWA
504
Outlook Wealth Advisors
Texas
$635K +$62.8K +1,242 New
KRSITF
505
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$633K +$27.3K +540 +5%
ACM
506
AlphaCrest Capital Management
New York
$628K +$622K +12,300 New
ECM
507
Everence Capital Management
Indiana
$623K
CI
508
Conning Inc
Connecticut
$617K -$75.9K -1,500 -11%
CM
509
Castleark Management
Illinois
$611K -$11.6M -228,780 -95%
FCBT
510
First Citizens Bank & Trust
North Carolina
$604K +$8.04K +159 +1%
MHS
511
M Holdings Securities
Oregon
$602K -$68.3K -1,350 -10%
GFPC
512
Global Financial Private Capital
Florida
$600K -$149K -2,937 -20%
FAN
513
Financial Advisors Network
California
$587K +$582K +11,505 New
PWA
514
Providence Wealth Advisors
Illinois
$584K
CMANY
515
Capital Management Associates (New York)
New York
$582K
HFS
516
HL Financial Services
Kentucky
$577K -$103K -2,028 -15%
HR
517
Howe & Rusling
New York
$574K
MME
518
Meag Munich Ergo
Germany
$572K -$2.94M -58,203 -84%
BBA
519
Braun-Bostich & Associates
Pennsylvania
$569K +$516K +10,197 +1,082%
MCM
520
Murphy Capital Management
New Jersey
$567K
1WA
521
180 Wealth Advisors
Washington
$565K
RIL
522
Rothschild Investment LLC
Illinois
$556K
BPC
523
Banque Pictet & Cie
Switzerland
$554K -$68.3K -1,350 -11%
LCM
524
Leisure Capital Management
California
$551K -$62.7K -1,239 -10%
CC
525
ClearArc Capital
Ohio
$549K -$281K -5,544 -34%

EW Hedge Fund Activity: Q4 2018 in Review

874 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2018, worth a combined $26.8B — down 12% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new EW positions and 94 closed out — a net gain of 29 holders — while 252 added to existing stakes and 336 trimmed.

The largest buyer was Jennison Associates, adding an estimated $405M. The largest seller was Winslow Capital Management, cutting an estimated $214M.

  • 874 institutional investors held Edwards Lifesciences (EW) as of Q4 2018, up from 852 in Q3 2018.
  • Funds reported $26.8B of Edwards Lifesciences stock for Q4 2018, down 12% quarter-over-quarter.
  • 123 funds opened new Edwards Lifesciences positions in Q4 2018 and 94 closed out, a net change of +29 holders.
  • The largest Edwards Lifesciences buyer in Q4 2018 was Jennison Associates, an estimated $405M added.
  • The largest Edwards Lifesciences seller in Q4 2018 was Winslow Capital Management, an estimated $214M sold.

Based on aggregated 13F filings for Q4 2018.