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Edwards Lifesciences

874 hedge funds and large institutions have $26.8B invested in Edwards Lifesciences in 2018 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 252 increasing their positions, 336 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 94

3% more funds holding

Funds holding: 852874 (+22)

2.33% more ownership

Funds ownership: 251.82%254.16% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

3% less call options, than puts

Call options by funds: $120M | Put options by funds: $124M

12% less capital invested

Capital invested by funds: $30.6B → $26.8B (-$3.77B)

25% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 336

Holders
874
Holders Change
+22
Holders Change %
+2.58%
% of All Funds
19.47%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
123
Increased
252
Reduced
336
Closed
94
Calls
$120M
Puts
$124M
Net Calls
-$3.77M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
551
Laird Norton Wetherby Wealth Management
California
$450K +$115K +2,268 +35%
Fayez Sarofim & Co
552
Fayez Sarofim & Co
Texas
$447K -$21.3K -420 -5%
ST
553
Sabal Trust
Florida
$447K
GFP
554
Gryphon Financial Partners
Ohio
$440K -$8.2K -162 -2%
SFPIA
555
Stevens First Principles Investment Advisors
California
$438K -$10.5K -207 -2%
Voloridge Investment Management
556
Voloridge Investment Management
Florida
$438K +$434K +8,586 New
Truist Financial
557
Truist Financial
North Carolina
$435K -$22.3K -441 -5%
PG
558
Pendal Group
Australia
$431K +$427K +8,436 New
TRIM
559
Thompson Rubinstein Investment Management
Oregon
$424K
DTL
560
Dynamic Technology Lab
Singapore
$422K +$418K +8,268 New
CHP
561
Cable Hill Partners
Oregon
$414K
NPT
562
Nixon Peabody Trust
Massachusetts
$405K -$42.5K -840 -10%
SCA
563
Snowden Capital Advisors
New York
$401K +$11.8K +234 +3%
WSFS
564
Wilmington Savings Fund Society
Delaware
$395K
JIC
565
Joel Isaacson & Co
New York
$394K +$607 +12 +0.2%
BFA
566
Bragg Financial Advisors
North Carolina
$393K
FT
567
Fiduciary Trust
Massachusetts
$392K
LNC
568
Lincoln National Corp
Pennsylvania
$387K +$105K +2,073 +38%
ST
569
Spinnaker Trust
Maine
$386K -$199K -3,927 -34%
II
570
Inspire Investing
Idaho
$385K -$54.6K -1,080 -13%
WLIM
571
White Lighthouse Investment Management
Massachusetts
$385K +$381K +7,533 New
Koshinski Asset Management
572
Koshinski Asset Management
Illinois
$384K
LJHT
573
Laurie J. Hall Trustee
$383K
TAM
574
Tiverton Asset Management
Delaware
$383K +$33.2K +657 +10%
BCM
575
Brookstone Capital Management
Illinois
$380K -$19.1K -378 -5%

EW Hedge Fund Activity: Q4 2018 in Review

874 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2018, worth a combined $26.8B — down 12% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new EW positions and 94 closed out — a net gain of 29 holders — while 252 added to existing stakes and 336 trimmed.

The largest buyer was Jennison Associates, adding an estimated $405M. The largest seller was Winslow Capital Management, cutting an estimated $214M.

  • 874 institutional investors held Edwards Lifesciences (EW) as of Q4 2018, up from 852 in Q3 2018.
  • Funds reported $26.8B of Edwards Lifesciences stock for Q4 2018, down 12% quarter-over-quarter.
  • 123 funds opened new Edwards Lifesciences positions in Q4 2018 and 94 closed out, a net change of +29 holders.
  • The largest Edwards Lifesciences buyer in Q4 2018 was Jennison Associates, an estimated $405M added.
  • The largest Edwards Lifesciences seller in Q4 2018 was Winslow Capital Management, an estimated $214M sold.

Based on aggregated 13F filings for Q4 2018.