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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
BPC
576
Banque Pictet & Cie
Switzerland
$545K -$131K -2,295 -21%
FNBT
577
FineMark National Bank & Trust
Florida
$542K -$293K -5,130 -38%
MERSOM
578
Municipal Employees' Retirement System of Michigan
Michigan
$541K -$473K -8,280 -49%
KWM
579
Kingsview Wealth Management
Oregon
$541K -$111K -1,950 -19%
PG
580
Pendal Group
Australia
$538K
AWM
581
AE Wealth Management
Kansas
$538K +$481K +8,433 New
SS
582
Simplicity Solutions
Minnesota
$536K +$56.8K +996 +13%
BCM
583
Brookstone Capital Management
Illinois
$534K +$53.6K +939 +13%
TRIM
584
Thompson Rubinstein Investment Management
Oregon
$529K
1WA
585
180 Wealth Advisors
Washington
$526K -$50.8K -891 -9%
MIFH
586
Migdal Insurance & Financial Holdings
Israel
$523K +$226K +3,966 +94%
CA
587
Calton & Associates
Florida
$519K +$464K +8,133 New
HAG
588
HighPoint Advisor Group
Illinois
$518K -$514 -9 -0.1%
CHP
589
Cable Hill Partners
Oregon
$517K
O
590
Ossiam
France
$501K +$268K +4,698 +149%
CAM
591
Cresset Asset Management
Illinois
$500K +$447K +7,836 New
BAS
592
Brown Advisory Securities
Maryland
$499K -$360K -6,306 -45%
VAS
593
Vestmark Advisory Solutions
Massachusetts
$497K +$444K +7,788 New
WSFS
594
Wilmington Savings Fund Society
Delaware
$494K +$342 +6 +0.1%
FT
595
Fiduciary Trust
Massachusetts
$494K +$3.94K +69 +0.9%
JIC
596
Joel Isaacson & Co
New York
$493K
BFA
597
Bragg Financial Advisors
North Carolina
$491K
NA
598
NewEdge Advisors
Louisiana
$487K +$49.8K +873 +13%
CFA
599
Carroll Financial Associates
North Carolina
$483K +$230K +4,029 +114%
CFGS
600
Concourse Financial Group Securities
Alabama
$482K +$180K +3,153 +71%

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.