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Edwards Lifesciences

852 hedge funds and large institutions have $30.6B invested in Edwards Lifesciences in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 271 increasing their positions, 325 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $374M | Put options by funds: $244M

30% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 70

20% more capital invested

Capital invested by funds: $25.5B → $30.6B (+$5.08B)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

1.86% more ownership

Funds ownership: 249.97%251.82% (+1.9%)

2% more funds holding

Funds holding: 838852 (+14)

17% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 325

Holders
852
Holders Change
+14
Holders Change %
+1.67%
% of All Funds
19.48%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.53%
New
91
Increased
271
Reduced
325
Closed
70
Calls
$374M
Puts
$244M
Net Calls
+$129M
Net Calls Change
+$114M
Name Holding Trade Value Shares
Change
Change in
Stake
CANY
526
Caxton Associates (New York)
New York
$612K
IRF
527
IBM Retirement Fund
New York
$599K -$87.4K -1,788 -15%
SXL
528
Summit X LLC
Missouri
$592K +$4.4K +90 +0.9%
SCA
529
Stonebridge Capital Advisors
Minnesota
$580K +$11.7K +240 +2%
JIC
530
Johnson Investment Counsel
Ohio
$573K +$27.3K +558 +6%
1WA
531
180 Wealth Advisors
Washington
$565K +$49K +1,002 +11%
ZB
532
Zions Bancorporation
Utah
$558K +$470K +9,618 New
SWM
533
SeaCrest Wealth Management
New York
$557K -$11K -225 -2%
WCM
534
Washington Capital Management
Washington
$557K
WIA
535
Wealthstreet Investment Advisors
Texas
$557K
Fifth Third Bancorp
536
Fifth Third Bancorp
Ohio
$551K +$28.2K +576 +6%
FDCDDQ
537
Federation des caisses Desjardins du Quebec
Quebec, Canada
$550K +$11K +225 +2%
PFS
538
Physicians Financial Services
North Carolina
$545K
MFBTD
539
MB Financial Bank - Trust Department
Illinois
$542K
SCM
540
Shelton Capital Management
Colorado
$536K
RCAG
541
Rehmann Capital Advisory Group
Michigan
$534K +$734 +15 +0.2%
SAM
542
Silvercrest Asset Management
New York
$533K -$88.8K -1,815 -16%
Fayez Sarofim & Co
543
Fayez Sarofim & Co
Texas
$533K
WS
544
Wedbush Securities
California
$524K +$3.52K +72 +0.8%
WP
545
WealthPLAN Partners
Nebraska
$524K +$30.1K +615 +6%
Truist Financial
546
Truist Financial
North Carolina
$520K -$142K -2,901 -24%
PCM
547
Penserra Capital Management
California
$512K +$61K +1,248 +16%
SFPIA
548
Stevens First Principles Investment Advisors
California
$510K +$440 +9 +0.1%
NPT
549
Nixon Peabody Trust
Massachusetts
$509K -$268K -5,475 -38%
GFP
550
Gryphon Financial Partners
Ohio
$509K +$396K +8,088 +1,177%

EW Hedge Fund Activity: Q3 2018 in Review

852 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2018, worth a combined $30.6B — up 20% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new EW positions and 70 closed out — a net gain of 21 holders — while 271 added to existing stakes and 325 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $324M. The largest seller was Fidelity Investments, cutting an estimated $123M.

  • 852 institutional investors held Edwards Lifesciences (EW) as of Q3 2018, up from 838 in Q2 2018.
  • Funds reported $30.6B of Edwards Lifesciences stock for Q3 2018, up 20% quarter-over-quarter.
  • 91 funds opened new Edwards Lifesciences positions in Q3 2018 and 70 closed out, a net change of +21 holders.
  • The largest Edwards Lifesciences buyer in Q3 2018 was Capital Research Global Investors, an estimated $324M added.
  • The largest Edwards Lifesciences seller in Q3 2018 was Fidelity Investments, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2018.