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Edwards Lifesciences

921 hedge funds and large institutions have $32B invested in Edwards Lifesciences in 2019 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 296 increasing their positions, 357 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $224M | Put options by funds: $169M

14% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 83

0% less funds holding

Funds holding: 922921 (-1)

5% less capital invested

Capital invested by funds: $33.6B → $32B (-$1.61B)

3.87% less ownership

Funds ownership: 253.32%249.45% (-3.9%)

16% less funds holding in top 10

Funds holding in top 10: 2521 (-4)

17% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 357

Holders
921
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
20%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.46%
New
95
Increased
296
Reduced
357
Closed
83
Calls
$224M
Puts
$169M
Net Calls
+$55.7M
Net Calls Change
+$28.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FP
501
Foundry Partners
Minnesota
$929K +$63.5K +1,050 +7%
SSWM
502
Sheets Smith Wealth Management
North Carolina
$926K -$13.2K -219 -1%
VCM
503
Voleon Capital Management
California
$924K +$907K +15,000 New
B
504
Barings
North Carolina
$904K +$613K +10,137 +222%
SCM
505
Stellar Capital Management
Arizona
$887K
FA
506
FDx Advisors
Illinois
$886K -$26.1K -432 -3%
TIA
507
Trust Investment Advisors
Indiana
$880K -$127K -2,100 -13%
WS
508
Wedbush Securities
California
$871K -$29K -480 -3%
IWA
509
Inspirion Wealth Advisors
Illinois
$864K -$98K -1,620 -10%
FI
510
FormulaFolio Investments
Michigan
$854K +$838K +13,860 New
EMG
511
ETF Managers Group
New Jersey
$847K -$434K -7,173 -34%
1SB
512
1ST Source Bank
Indiana
$844K -$35.9K -594 -4%
FAM
513
Fred Alger Management
New York
$843K -$77.5M -1,281,957 -99%
AIM
514
Aspen Investment Management
Michigan
$838K +$54.4K +900 +7%
MYAM
515
Meiji Yasuda Asset Management
Japan
$835K -$117K -1,935 -12%
SPC
516
Sigma Planning Corp
Michigan
$827K +$142K +2,343 +21%
CS
517
Comerica Securities
Michigan
$823K -$64.2K -1,062 -7%
FFWA
518
FRG Family Wealth Advisors
Washington
$822K
FBT
519
First Bank & Trust
South Dakota
$822K +$12.3K +204 +2%
AAM
520
Ascension Asset Management
New York
$813K
MHC
521
Meyer Handelman Company
New York
$813K
DWM
522
Destination Wealth Management
California
$812K +$159K +2,637 +25%
AI
523
Atom Investors
Texas
$808K -$1.25M -20,682 -61%
RFN
524
RDA Financial Network
Iowa
$805K +$50.8K +840 +7%
KRSITF
525
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$803K +$39.4K +651 +5%

EW Hedge Fund Activity: Q2 2019 in Review

921 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2019, worth a combined $32B — down 4.8% from $33.6B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new EW positions and 83 closed out — a net gain of 12 holders — while 296 added to existing stakes and 357 trimmed.

The largest buyer was Nuveen, adding an estimated $708M. The largest seller was Vanguard Group, cutting an estimated $525M.

  • 921 institutional investors held Edwards Lifesciences (EW) as of Q2 2019, down from 922 in Q1 2019.
  • Funds reported $32B of Edwards Lifesciences stock for Q2 2019, down 4.8% quarter-over-quarter.
  • 95 funds opened new Edwards Lifesciences positions in Q2 2019 and 83 closed out, a net change of +12 holders.
  • The largest Edwards Lifesciences buyer in Q2 2019 was Nuveen, an estimated $708M added.
  • The largest Edwards Lifesciences seller in Q2 2019 was Vanguard Group, an estimated $525M sold.

Based on aggregated 13F filings for Q2 2019.