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Edwards Lifesciences

816 hedge funds and large institutions have $24.3B invested in Edwards Lifesciences in 2018 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 237 increasing their positions, 311 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 68

62% more funds holding in top 10

Funds holding in top 10: 1321 (+8)

24% more capital invested

Capital invested by funds: $19.6B → $24.3B (+$4.79B)

24% more call options, than puts

Call options by funds: $112M | Put options by funds: $90.4M

6% more funds holding

Funds holding: 773816 (+43)

2.95% more ownership

Funds ownership: 246.48%249.42% (+2.9%)

24% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 311

Holders
816
Holders Change
+43
Holders Change %
+5.56%
% of All Funds
18.7%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.48%
New
118
Increased
237
Reduced
311
Closed
68
Calls
$112M
Puts
$90.4M
Net Calls
+$22M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
CANY
551
Caxton Associates (New York)
New York
$456K +$426K +9,813 New
CG
552
Caprock Group
Idaho
$455K
SCA
553
Stonebridge Capital Advisors
Minnesota
$453K -$19.5K -450 -4%
WP
554
WealthPLAN Partners
Nebraska
$450K +$76.2K +1,755 +22%
Truist Financial
555
Truist Financial
North Carolina
$448K -$176K -4,047 -30%
WIA
556
Wealthstreet Investment Advisors
Texas
$447K
WCM
557
Washington Capital Management
Washington
$446K
CM
558
Castleark Management
Illinois
$445K +$95.1K +2,190 +30%
RCAG
559
Rehmann Capital Advisory Group
Michigan
$432K
SCM
560
Shelton Capital Management
Colorado
$429K
FCBT
561
First Citizens Bank & Trust
North Carolina
$429K +$15.4K +354 +4%
PFS
562
Physicians Financial Services
North Carolina
$427K +$52.1K +1,200 +15%
MFBTD
563
MB Financial Bank - Trust Department
Illinois
$426K +$2.61K +60 +0.7%
FP
564
Foundry Partners
Minnesota
$423K +$8.6K +198 +2%
BAM
565
Belpointe Asset Management
Nevada
$418K -$62.4K -1,437 -14%
SBL
566
Sargent Bickham Lagudis
Colorado
$414K -$114K -2,619 -23%
HAG
567
HighPoint Advisor Group
Illinois
$414K +$104K +2,394 +38%
1WA
568
180 Wealth Advisors
Washington
$413K +$387K +8,913 New
SFPIA
569
Stevens First Principles Investment Advisors
California
$408K +$381K +8,778 New
ST
570
Sabal Trust
Florida
$407K
TRIM
571
Thompson Rubinstein Investment Management
Oregon
$405K
WAM
572
Wealthspire Advisors (Maryland)
Maryland
$399K -$31.8K -732 -8%
FDCDDQ
573
Federation des caisses Desjardins du Quebec
Quebec, Canada
$398K +$20.8K +480 +6%
Voloridge Investment Management
574
Voloridge Investment Management
Florida
$391K +$365K +8,400 New
SCP
575
Syntal Capital Partners
Texas
$390K

EW Hedge Fund Activity: Q1 2018 in Review

816 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2018, worth a combined $24.3B — up 24% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new EW positions and 68 closed out — a net gain of 50 holders — while 237 added to existing stakes and 311 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $553M. The largest seller was AllianceBernstein, cutting an estimated $170M.

  • 816 institutional investors held Edwards Lifesciences (EW) as of Q1 2018, up from 773 in Q4 2017.
  • Funds reported $24.3B of Edwards Lifesciences stock for Q1 2018, up 24% quarter-over-quarter.
  • 118 funds opened new Edwards Lifesciences positions in Q1 2018 and 68 closed out, a net change of +50 holders.
  • The largest Edwards Lifesciences buyer in Q1 2018 was Fidelity Investments, an estimated $553M added.
  • The largest Edwards Lifesciences seller in Q1 2018 was AllianceBernstein, an estimated $170M sold.

Based on aggregated 13F filings for Q1 2018.