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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
SS
576
Simplicity Solutions
Minnesota
$379K +$375K +7,416 New
FWM
577
Frontier Wealth Management
Missouri
$374K
MC
578
Menta Capital
California
$373K +$370K +7,308 New
GG
579
Gofen & Glossberg
Illinois
$372K +$64.4K +1,272 +21%
SAM
580
SignalPoint Asset Management
Missouri
$366K +$20K +396 +6%
CA
581
Claro Advisors
Massachusetts
$365K +$318K +6,285 New
SWM
582
SeaCrest Wealth Management
New York
$362K -$127K -2,508 -26%
HCM
583
HMS Capital Management
Tennessee
$361K
BFEC
584
Benjamin F. Edwards & Company
Missouri
$357K -$11.7K -231 -3%
AB
585
Atlas Brown
Kentucky
$357K
NAP
586
New Amsterdam Partners
New York
$352K -$3.64K -72 -1%
AW
587
ACG Wealth
Georgia
$349K
IFWM
588
Institute for Wealth Management
Colorado
$349K +$346K +6,831 New
ECM
589
ETrade Capital Management
Virginia
$345K +$342K +6,762 New
RIM
590
Rampart Investment Management
Connecticut
$343K -$254K -5,019 -43%
PP
591
Pegasus Partners
Wisconsin
$343K
PNAA
592
Pictet North America Advisors
Switzerland
$343K
LSV Asset Management
593
LSV Asset Management
Illinois
$342K
WJA
594
Williams Jones & Associates
New York
$342K
NWS
595
Newport Wealth Strategies
California
$338K -$19.7K -390 -6%
JGGDR
596
JGP Global Gestao de Recursos
Brazil
$338K +$335K +6,624 New
NPA
597
Nichols & Pratt Advisers
Massachusetts
$337K
JMFC
598
J.M. Forbes & Co
Massachusetts
$335K
BCWM
599
Bartlett & Co Wealth Management
Ohio
$327K
BC
600
Bartlett & Co
Ohio
$327K

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.