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Edwards Lifesciences

922 hedge funds and large institutions have $33.6B invested in Edwards Lifesciences in 2019 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 299 increasing their positions, 335 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 65

25% more capital invested

Capital invested by funds: $26.8B → $33.6B (+$6.75B)

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

5% more funds holding

Funds holding: 874922 (+48)

9% more call options, than puts

Call options by funds: $335M | Put options by funds: $308M

0.84% less ownership

Funds ownership: 254.16%253.32% (-0.84%)

11% less repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 335

Holders
922
Holders Change
+48
Holders Change %
+5.49%
% of All Funds
19.96%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.54%
New
121
Increased
299
Reduced
335
Closed
65
Calls
$335M
Puts
$308M
Net Calls
+$27.5M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
526
Castleark Management
Illinois
$763K
RFN
527
RDA Financial Network
Iowa
$763K +$690K +12,099 New
PWA
528
Providence Wealth Advisors
Illinois
$749K
AR
529
Advisory Research
Illinois
$747K -$156K -2,733 -19%
FCBT
530
First Citizens Bank & Trust
North Carolina
$745K -$8.73K -153 -1%
PI
531
PEAK6 Investments
Illinois
$740K -$194K -3,393 -23%
CMANY
532
Capital Management Associates (New York)
New York
$727K
GFPC
533
Global Financial Private Capital
Florida
$714K -$31.2K -546 -5%
ZCA
534
Zeke Capital Advisors
Pennsylvania
$708K -$83.7K -1,467 -12%
MLL
535
Moody Lynn & Lieberson
Massachusetts
$708K +$633K +11,100 New
SPC
536
Sigma Planning Corp
Michigan
$707K +$329K +5,769 +109%
SBL
537
Sargent Bickham Lagudis
Colorado
$701K +$16.8K +294 +3%
RIL
538
Rothschild Investment LLC
Illinois
$695K
HR
539
Howe & Rusling
New York
$692K -$22.3K -390 -3%
AI
540
Atria Investments
North Carolina
$690K -$102K -1,779 -14%
OFG
541
OmniStar Financial Group
North Carolina
$690K +$23.8K +417 +4%
SXL
542
Summit X LLC
Missouri
$690K +$28.2K +495 +5%
SB
543
Simmons Bank
Arkansas
$684K
BIA
544
Biondo Investment Advisors
Pennsylvania
$679K +$300K +5,250 +97%
CAAS
545
Capital Asset Advisory Services
Michigan
$677K
Fifth Third Bancorp
546
Fifth Third Bancorp
Ohio
$677K +$33.7K +591 +6%
MCM
547
Murphy Capital Management
New Jersey
$676K -$28.9K -507 -5%
DWM
548
Destination Wealth Management
California
$673K +$7.53K +132 +1%
CC
549
ClearArc Capital
Ohio
$668K -$16.3K -285 -3%
JIP
550
Jaffetilchin Investment Partners
Florida
$657K +$26.4K +462 +5%

EW Hedge Fund Activity: Q1 2019 in Review

922 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2019, worth a combined $33.6B — up 25% from $26.8B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new EW positions and 65 closed out — a net gain of 56 holders — while 299 added to existing stakes and 335 trimmed.

The largest buyer was Jennison Associates, adding an estimated $283M. The largest seller was Vanguard Group, cutting an estimated $511M.

  • 922 institutional investors held Edwards Lifesciences (EW) as of Q1 2019, up from 874 in Q4 2018.
  • Funds reported $33.6B of Edwards Lifesciences stock for Q1 2019, up 25% quarter-over-quarter.
  • 121 funds opened new Edwards Lifesciences positions in Q1 2019 and 65 closed out, a net change of +56 holders.
  • The largest Edwards Lifesciences buyer in Q1 2019 was Jennison Associates, an estimated $283M added.
  • The largest Edwards Lifesciences seller in Q1 2019 was Vanguard Group, an estimated $511M sold.

Based on aggregated 13F filings for Q1 2019.