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Edwards Lifesciences

838 hedge funds and large institutions have $25.5B invested in Edwards Lifesciences in 2018 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 286 increasing their positions, 314 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 54

11% more call options, than puts

Call options by funds: $152M | Put options by funds: $136M

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

3% more funds holding

Funds holding: 815838 (+23)

5% more capital invested

Capital invested by funds: $24.3B → $25.5B (+$1.16B)

0.55% more ownership

Funds ownership: 249.42%249.97% (+0.55%)

9% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 314

Holders
838
Holders Change
+23
Holders Change %
+2.82%
% of All Funds
19.18%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.5%
New
82
Increased
286
Reduced
314
Closed
54
Calls
$152M
Puts
$136M
Net Calls
+$15.6M
Net Calls Change
-$6.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
526
Everence Capital Management
Indiana
$592K
FRM
527
Fox Run Management
Connecticut
$588K +$566K +12,117 New
IRF
528
IBM Retirement Fund
New York
$587K -$80.5K -1,725 -12%
MCM
529
Murphy Capital Management
New Jersey
$582K
KRSITF
530
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$578K -$117K -2,514 -17%
Truist Financial
531
Truist Financial
North Carolina
$576K +$104K +2,235 +23%
CA
532
Cynosure Advisors
Utah
$574K
MCIM
533
Meadow Creek Investment Management
Georgia
$568K +$31.4K +672 +6%
FCBT
534
First Citizens Bank & Trust
North Carolina
$567K +$115K +2,460 +27%
PWA
535
Providence Wealth Advisors
Illinois
$565K
ST
536
Spinnaker Trust
Maine
$557K -$37.8K -810 -7%
BCM
537
Beck Capital Management
Texas
$552K +$531K +11,367 New
EWM
538
Empirical Wealth Management
Washington
$552K +$531K +11,379 New
FAN
539
Financial Advisors Network
California
$551K +$530K +11,355 New
AI
540
Atria Investments
North Carolina
$546K -$75.3K -1,614 -13%
SB
541
Simmons Bank
Arkansas
$545K -$14K -300 -3%
BHB
542
Bank Hapoalim BM
Israel
$543K +$49K +1,050 +10%
SAM
543
Silvercrest Asset Management
New York
$534K -$91K -1,950 -15%
RIL
544
Rothschild Investment LLC
Illinois
$529K
LOAMS
545
Lombard Odier Asset Management (Switzerland)
Switzerland
$529K +$248K +5,319 +95%
CAAS
546
Capital Asset Advisory Services
Michigan
$525K -$59.5K -1,275 -11%
KWM
547
Kingsview Wealth Management
Oregon
$520K
SBL
548
Sargent Bickham Lagudis
Colorado
$519K +$84K +1,800 +20%
OFG
549
OmniStar Financial Group
North Carolina
$517K -$118K -2,526 -19%
GCA
550
Gideon Capital Advisors
New York
$515K +$29.3K +627 +6%

EW Hedge Fund Activity: Q2 2018 in Review

838 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2018, worth a combined $25.5B — up 4.8% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new EW positions and 54 closed out — a net gain of 28 holders — while 286 added to existing stakes and 314 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $233M. The largest seller was Goldman Sachs, cutting an estimated $88.9M.

  • 838 institutional investors held Edwards Lifesciences (EW) as of Q2 2018, up from 815 in Q1 2018.
  • Funds reported $25.5B of Edwards Lifesciences stock for Q2 2018, up 4.8% quarter-over-quarter.
  • 82 funds opened new Edwards Lifesciences positions in Q2 2018 and 54 closed out, a net change of +28 holders.
  • The largest Edwards Lifesciences buyer in Q2 2018 was Fidelity Investments, an estimated $233M added.
  • The largest Edwards Lifesciences seller in Q2 2018 was Goldman Sachs, an estimated $88.9M sold.

Based on aggregated 13F filings for Q2 2018.