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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
LWCFA
551
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$320K +$8.32K +228 +3%
T
552
TOBAM
France
$320K +$297K +8,124 New
CHP
553
Cable Hill Partners
Oregon
$319K
CG
554
Caprock Group
Idaho
$318K +$295K +8,070 New
CG
555
Cutler Group
California
$317K +$87.6K +2,400 +43%
NAP
556
New Amsterdam Partners
New York
$317K +$294K +8,049 New
WDA
557
Wendell David Associates
New Hampshire
$316K +$292K +8,010 New
CCMW
558
Cypress Capital Management (Wyoming)
Wyoming
$313K +$290K +7,935 New
TMAM
559
Tokio Marine Asset Management
Japan
$307K -$90.4K -2,478 -24%
ECM
560
ETrade Capital Management
Virginia
$304K -$113K -3,090 -29%
Fifth Third Bancorp
561
Fifth Third Bancorp
Ohio
$303K +$12.6K +345 +5%
TSS
562
Two Sigma Securities
New York
$299K -$14.2K -390 -5%
BFA
563
Bragg Financial Advisors
North Carolina
$299K +$277K +7,587 New
LFAS
564
Level Four Advisory Services
Texas
$297K -$281K -7,707 -45%
JMFC
565
J.M. Forbes & Co
Massachusetts
$294K
GS
566
Girard Securities
California
$292K -$2.74K -75 -1%
GG
567
Gofen & Glossberg
Illinois
$291K
BC
568
Bartlett & Co
Ohio
$285K
Lido Advisors
569
Lido Advisors
California
$284K -$8.65K -237 -3%
WI
570
Wintrust Investments
Illinois
$275K -$10.9K -300 -4%
HIM
571
Hillsdale Investment Management
Ontario, Canada
$272K
WP
572
WealthPLAN Partners
Nebraska
$272K +$181K +4,950 +254%
CCM
573
Compton Capital Management
Rhode Island
$269K
RCAG
574
Rehmann Capital Advisory Group
Michigan
$263K -$128K -3,510 -34%
PAS
575
Park Avenue Securities
New York
$262K -$78.8K -2,160 -24%

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.