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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
FAN
551
Financial Advisors Network
California
$639K -$15.4K -270 -2%
WP
552
WealthPLAN Partners
Nebraska
$639K +$5.14K +90 +0.8%
LCM
553
Leisure Capital Management
California
$633K -$50K -876 -8%
DCM
554
Dupont Capital Management
Delaware
$631K -$2.05K -36 -0.4%
LNWWM
555
Laird Norton Wetherby Wealth Management
California
$626K +$57.7K +1,011 +11%
SAM
556
Silvercrest Asset Management
New York
$625K +$34.2K +600 +7%
SCA
557
Stonebridge Capital Advisors
Minnesota
$623K +$1.2K +21 +0.2%
WIA
558
Wealthstreet Investment Advisors
Texas
$613K
WCM
559
Washington Capital Management
Washington
$612K
IRF
560
IBM Retirement Fund
New York
$611K
II
561
Inspire Investing
Idaho
$605K +$111K +1,938 +26%
MHS
562
M Holdings Securities
Oregon
$600K -$137K -2,397 -20%
PFS
563
Physicians Financial Services
North Carolina
$598K
RCAG
564
Rehmann Capital Advisory Group
Michigan
$592K +$2.74K +48 +0.5%
JIC
565
Johnson Investment Counsel
Ohio
$589K +$1.37K +24 +0.3%
MWM
566
Meridian Wealth Management
Kentucky
$586K +$524K +9,189 New
Fayez Sarofim & Co
567
Fayez Sarofim & Co
Texas
$585K +$24K +420 +5%
BBA
568
Braun-Bostich & Associates
Pennsylvania
$580K -$117K -2,052 -18%
VFM
569
Viking Fund Management
North Dakota
$574K
NSEDCP
570
NJ State Employees Deferred Compensation Plan
New Jersey
$574K +$514K +9,000 New
ST
571
Sabal Trust
Florida
$559K
Truist Financial
572
Truist Financial
North Carolina
$556K +$10.8K +189 +2%
GFP
573
Gryphon Financial Partners
Ohio
$550K
CCIA
574
Campbell & Co Investment Adviser
Maryland
$548K +$490K +8,589 New
SFPIA
575
Stevens First Principles Investment Advisors
California
$547K

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.