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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
GLRA
526
Gerald L. Ray & Associates
Texas
$402K
SBA
527
Seven Bridges Advisors
New York
$392K -$110K -3,000 -23%
CS
528
Comerica Securities
Michigan
$390K -$10.4K -285 -3%
GCP
529
GSA Capital Partners
United Kingdom
$384K -$1.81M -49,545 -84%
GI
530
Gradient Investments
Minnesota
$381K +$18.2K +498 +5%
TRIM
531
Thompson Rubinstein Investment Management
Oregon
$380K -$87.6K -2,400 -20%
AL
532
Airain Ltd
Guernsey
$375K -$1.35M -36,903 -80%
DIA
533
Dana Investment Advisors
Wisconsin
$372K +$344K +9,438 New
SCM
534
Shelton Capital Management
Colorado
$364K -$10.9K -300 -3%
FP
535
Foundry Partners
Minnesota
$357K -$191K -5,235 -37%
MCM
536
Maryland Capital Management
Maryland
$355K
HBT
537
Hills Bank & Trust
Iowa
$350K
ST
538
Sabal Trust
Florida
$347K +$1.53K +42 +0.5%
SFPIA
539
Stevens First Principles Investment Advisors
California
$346K
B
540
Barings
North Carolina
$343K +$318K +8,700 New
LOAME
541
Lombard Odier Asset Management (Europe)
United Kingdom
$342K
IFWM
542
Institute for Wealth Management
Colorado
$339K +$314K +8,592 New
BUB
543
BBVA USA Bancshares
Texas
$338K +$10.1K +276 +3%
EAMA
544
EFG Asset Management (Americas)
Florida
$338K +$313K +8,568 New
AL
545
AJO LP
Pennsylvania
$333K
SKK
546
Shepherd Kaplan Krochuk
Massachusetts
$328K
ST
547
Spot Trading
Illinois
$325K +$111K +3,051 +59%
RIM
548
Rampart Investment Management
Connecticut
$325K +$301K +8,235 New
SS
549
Simplicity Solutions
Minnesota
$322K -$92.1K -2,523 -24%
PFS
550
Physicians Financial Services
North Carolina
$322K +$21.9K +600 +8%

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.