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Edwards Lifesciences

921 hedge funds and large institutions have $32B invested in Edwards Lifesciences in 2019 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 296 increasing their positions, 357 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $224M | Put options by funds: $169M

14% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 83

0% less funds holding

Funds holding: 922921 (-1)

5% less capital invested

Capital invested by funds: $33.6B → $32B (-$1.61B)

3.87% less ownership

Funds ownership: 253.32%249.45% (-3.9%)

16% less funds holding in top 10

Funds holding in top 10: 2521 (-4)

17% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 357

Holders
921
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
20%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.46%
New
95
Increased
296
Reduced
357
Closed
83
Calls
$224M
Puts
$169M
Net Calls
+$55.7M
Net Calls Change
+$28.2M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
551
Ipswich Investment Management
Massachusetts
$660K -$241K -3,978 -27%
SB
552
Simmons Bank
Arkansas
$660K
CAAS
553
Capital Asset Advisory Services
Michigan
$654K
BIM
554
Bridges Investment Management
Nebraska
$649K +$637K +10,533 New
NIM
555
NuWave Investment Management
New Jersey
$648K +$379K +6,261 +147%
OFG
556
OmniStar Financial Group
North Carolina
$641K -$25.4K -420 -4%
VCM
557
Virtue Capital Management
Tennessee
$639K +$627K +10,371 New
Verition Fund Management
558
Verition Fund Management
Connecticut
$639K +$628K +10,383 New
CI
559
Conning Inc
Connecticut
$633K -$107K -1,770 -15%
PI
560
PEAK6 Investments
Illinois
$630K -$82.5K -1,365 -12%
NA
561
NewEdge Advisors
Louisiana
$630K +$157K +2,592 +34%
Truist Financial
562
Truist Financial
North Carolina
$625K +$87.1K +1,440 +17%
1WA
563
180 Wealth Advisors
Washington
$623K -$9.07K -150 -2%
ZCA
564
Zeke Capital Advisors
Pennsylvania
$619K -$63.5K -1,050 -9%
SAM
565
Silvercrest Asset Management
New York
$619K +$15.2K +252 +3%
MCM
566
Murphy Capital Management
New Jersey
$616K -$36.3K -600 -6%
DCM
567
Dupont Capital Management
Delaware
$610K
LNWWM
568
Laird Norton Wetherby Wealth Management
California
$610K +$4.9K +81 +0.8%
ER
569
Enlightenment Research
Florida
$610K +$599K +9,900 New
SCA
570
Stonebridge Capital Advisors
Minnesota
$602K
MYLI
571
Meiji Yasuda Life Insurance
Japan
$601K -$591K -9,771 -50%
EVM
572
Evelyn V. Moreno
$600K -$726K -12,000 -55%
Fayez Sarofim & Co
573
Fayez Sarofim & Co
Texas
$600K +$34.5K +570 +6%
IRF
574
IBM Retirement Fund
New York
$596K +$5.8K +96 +1%
II
575
Inspire Investing
Idaho
$596K +$11.8K +195 +2%

EW Hedge Fund Activity: Q2 2019 in Review

921 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2019, worth a combined $32B — down 4.8% from $33.6B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new EW positions and 83 closed out — a net gain of 12 holders — while 296 added to existing stakes and 357 trimmed.

The largest buyer was Nuveen, adding an estimated $708M. The largest seller was Vanguard Group, cutting an estimated $525M.

  • 921 institutional investors held Edwards Lifesciences (EW) as of Q2 2019, down from 922 in Q1 2019.
  • Funds reported $32B of Edwards Lifesciences stock for Q2 2019, down 4.8% quarter-over-quarter.
  • 95 funds opened new Edwards Lifesciences positions in Q2 2019 and 83 closed out, a net change of +12 holders.
  • The largest Edwards Lifesciences buyer in Q2 2019 was Nuveen, an estimated $708M added.
  • The largest Edwards Lifesciences seller in Q2 2019 was Vanguard Group, an estimated $525M sold.

Based on aggregated 13F filings for Q2 2019.