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Edwards Lifesciences

690 hedge funds and large institutions have $16.6B invested in Edwards Lifesciences in 2017 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 206 increasing their positions, 284 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 83

1% more funds holding

Funds holding: 686690 (+4)

2% less capital invested

Capital invested by funds: $17B → $16.6B (-$364M)

4.79% less ownership

Funds ownership: 254.01%249.22% (-4.8%)

27% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 284

34% less call options, than puts

Call options by funds: $71.2M | Put options by funds: $107M

50% less funds holding in top 10

Funds holding in top 10: 147 (-7)

Holders
690
Holders Change
+4
Holders Change %
+0.58%
% of All Funds
17.18%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.17%
New
99
Increased
206
Reduced
284
Closed
83
Calls
$71.2M
Puts
$107M
Net Calls
-$36.2M
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
SOAMC
601
Spirit of America Management Corp
New York
$94K
CWM
602
Catamount Wealth Management
Connecticut
$94K +$47K +1,500 +100%
HCA
603
Harbour Capital Advisors
Virginia
$93.3K +$93.2K +2,976 New
EA
604
Edge Advisors
Georgia
$90K -$20.2K -645 -18%
CAW
605
Cornerstone Advisors (Washington)
Washington
$82K
PO
606
Private Ocean
California
$80K -$28K -894 -26%
GLI
607
Guardian Life Insurance
New York
$78K +$470 +15 +0.6%
CFA
608
Carroll Financial Associates
North Carolina
$75K
PI
609
PineBridge Investments
New York
$74K -$60K -1,917 -45%
BL
610
Balentine LLC
Georgia
$73K +$65.1K +2,079 +825%
SSB
611
Sandy Spring Bank
Maryland
$72K +$37.6K +1,200 +112%
NEI
612
Northwest & Ethical Investments
Ontario, Canada
$68.2K -$4.43M -141,600 -98%
WAM
613
Wealthspire Advisors (Maryland)
Maryland
$63K +$4.04K +129 +7%
WP
614
WealthPLAN Partners
Nebraska
$60.5K +$61.1K +1,950 New
Carson Wealth (CWM LLC)
615
Carson Wealth (CWM LLC)
Nebraska
$56K -$657 -21 -1%
PWM
616
Perigon Wealth Management
California
$54K +$2.72K +87 +5%
BFEC
617
Benjamin F. Edwards & Company
Missouri
$52K
HI
618
Hudock Inc
Pennsylvania
$52K
CTC
619
Central Trust Company
Missouri
$52K +$2.82K +90 +6%
AssetMark Inc
620
AssetMark Inc
California
$52K +$31.7K +1,011 +152%
CPIG
621
Chicago Partners Investment Group
Illinois
$51K
PHK
622
Point72 Hong Kong
Hong Kong
$49K +$49.1K +1,569 New
FFC
623
First Financial Corp
Indiana
$43K -$21.6K -690 -33%
RWA
624
Ropes Wealth Advisors
Massachusetts
$42K -$69.2K -2,211 -62%
IWM
625
IHT Wealth Management
Illinois
$41K +$5.45K +174 +15%

EW Hedge Fund Activity: Q1 2017 in Review

690 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2017, worth a combined $16.6B — down 2.1% from $17B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new EW positions and 83 closed out — a net gain of 16 holders — while 206 added to existing stakes and 284 trimmed.

The largest buyer was BlackRock, adding an estimated $1.26B. The largest seller was Fidelity Investments, cutting an estimated $496M.

  • 690 institutional investors held Edwards Lifesciences (EW) as of Q1 2017, up from 686 in Q4 2016.
  • Funds reported $16.6B of Edwards Lifesciences stock for Q1 2017, down 2.1% quarter-over-quarter.
  • 99 funds opened new Edwards Lifesciences positions in Q1 2017 and 83 closed out, a net change of +16 holders.
  • The largest Edwards Lifesciences buyer in Q1 2017 was BlackRock, an estimated $1.26B added.
  • The largest Edwards Lifesciences seller in Q1 2017 was Fidelity Investments, an estimated $496M sold.

Based on aggregated 13F filings for Q1 2017.