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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
SBA
526
Seven Bridges Advisors
New York
$427K -$15.2K -414 -4%
PIA
527
Piedmont Investment Advisors
North Carolina
$421K +$771 +21 +0.2%
RHBC
528
R.H. Bluestein & Co
Michigan
$414K -$417K -11,370 -51%
SWM
529
SeaCrest Wealth Management
New York
$413K +$404K +11,004 New
PP
530
Paloma Partners
Connecticut
$411K -$984K -26,805 -71%
JIC
531
Johnson Investment Counsel
Ohio
$411K -$288K -7,845 -42%
AI
532
Atria Investments
North Carolina
$407K -$58.6K -1,596 -13%
SXL
533
Summit X LLC
Missouri
$405K +$5.5K +150 +1%
PAS
534
Park Avenue Securities
New York
$396K +$55.4K +1,509 +17%
CG
535
Caprock Group
Idaho
$394K +$30.3K +825 +9%
RIG
536
Roosevelt Investment Group
New York
$393K -$11.9M -324,228 -97%
BAM
537
Belpointe Asset Management
Nevada
$392K +$25.7K +699 +7%
DAM
538
Doheny Asset Management
California
$391K +$382K +10,410 New
SWP
539
Stratos Wealth Partners
Ohio
$388K +$61.2K +1,668 +19%
JCM
540
Janney Capital Management
Pennsylvania
$385K
SCA
541
Stonebridge Capital Advisors
Minnesota
$383K -$6.61K -180 -2%
HIM
542
Hillsdale Investment Management
Ontario, Canada
$372K
PI
543
Putnam Investments
Massachusetts
$367K -$60.1K -1,638 -14%
WCM
544
Washington Capital Management
Washington
$361K -$88.1K -2,400 -20%
WIA
545
Wealthstreet Investment Advisors
Texas
$361K +$353K +9,606 New
WAM
546
Wealthspire Advisors (Maryland)
Maryland
$350K +$134K +3,645 +64%
RCAG
547
Rehmann Capital Advisory Group
Michigan
$349K +$10.8K +294 +3%
SCM
548
Shelton Capital Management
Colorado
$347K
CWM
549
Confluence Wealth Management
Oregon
$346K +$338K +9,213 New
MFBTD
550
MB Financial Bank - Trust Department
Illinois
$342K -$109K -2,970 -25%

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.