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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
SKK
576
Shepherd Kaplan Krochuk
Massachusetts
$387K
Wolverine Trading
577
Wolverine Trading
Illinois
$383K +$358K +8,244 New
CSS
578
Cubist Systematic Strategies
Connecticut
$378K -$816K -18,798 -70%
HIM
579
Hillsdale Investment Management
Ontario, Canada
$377K -$78.2K -1,800 -18%
CHP
580
Cable Hill Partners
Oregon
$371K
AL
581
AJO LP
Pennsylvania
$367K
II
582
Inspire Investing
Idaho
$367K +$114K +2,619 +50%
BCM
583
Brookstone Capital Management
Illinois
$361K +$337K +7,758 New
JIC
584
Joel Isaacson & Co
New York
$359K
KIA
585
Kopp Investment Advisors
Minnesota
$357K -$13.9K -321 -4%
SAM
586
SignalPoint Asset Management
Missouri
$357K -$2.48K -57 -0.7%
PNAA
587
Pictet North America Advisors
Switzerland
$355K +$331K +7,623 New
BFA
588
Bragg Financial Advisors
North Carolina
$353K
AB
589
Atlas Brown
Kentucky
$351K -$27.9K -642 -8%
WSFS
590
Wilmington Savings Fund Society
Delaware
$350K -$18.2K -420 -5%
DAM
591
Doheny Asset Management
California
$349K -$126K -2,895 -28%
JMFC
592
J.M. Forbes & Co
Massachusetts
$347K
PAG
593
Private Advisor Group
New Jersey
$346K -$278K -6,411 -46%
IR
594
Invictus RG
Bermuda
$343K +$320K +7,368 New
FWM
595
Frontier Wealth Management
Missouri
$340K
BL
596
BFSG LLC
California
$339K +$317K +7,299 New
CCA
597
Checchi Capital Advisers
California
$332K +$4.56K +105 +1%
WCM Investment Management
598
WCM Investment Management
California
$327K -$48.1M -1,108,383 -99%
GCA
599
Greenwood Capital Associates
South Carolina
$319K +$41.3K +951 +16%
AW
600
ACG Wealth
Georgia
$318K

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.