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Edwards Lifesciences

720 hedge funds and large institutions have $20.8B invested in Edwards Lifesciences in 2017 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 227 increasing their positions, 287 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

67% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 52

25% more capital invested

Capital invested by funds: $16.6B → $20.8B (+$4.22B)

4% more funds holding

Funds holding: 690720 (+30)

2.64% more ownership

Funds ownership: 249.22%251.86% (+2.6%)

21% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 287

33% less call options, than puts

Call options by funds: $62.5M | Put options by funds: $93.9M

Holders
720
Holders Change
+30
Holders Change %
+4.35%
% of All Funds
17.95%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.35%
New
87
Increased
227
Reduced
287
Closed
52
Calls
$62.5M
Puts
$93.9M
Net Calls
-$31.4M
Net Calls Change
+$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
601
Laird Norton Wetherby Wealth Management
California
$206K +$190K +5,217 New
IT
602
Independence Trust
Tennessee
$205K +$190K +5,214 New
TNB
603
Thomasville National Bank
Georgia
$204K +$189K +5,178 New
NFG
604
Next Financial Group
Texas
$201K +$71.4K +1,956 +62%
LGC
605
Laurel Grove Capital
California
$201K +$186K +5,100 New
TCM
606
Traynor Capital Management
Pennsylvania
$201K +$189K +5,190 New
FT
607
Fiduciary Trust
Massachusetts
$200K +$185K +5,082 New
LCM
608
Liberty Capital Management
Michigan
$198K
WAM
609
Wealthspire Advisors (Maryland)
Maryland
$197K +$108K +2,970 +147%
PCM
610
Penserra Capital Management
California
$196K +$21K +576 +13%
JFGIW
611
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$194K +$11.9K +327 +7%
FANJ
612
Financial Architects (New Jersey)
New Jersey
$190K +$329 +9 +0.2%
SLF
613
Sun Life Financial
Ontario, Canada
$181K +$167K +4,563 +13,827%
AIM
614
Advantage Investment Management
Iowa
$180K
GWM
615
Geneos Wealth Management
Colorado
$178K -$1.31K -36 -0.8%
NIPH
616
NN Investment Partners Holdings
Netherlands
$174K
CLOS
617
Compagnie Lombard Odier SCmA
Switzerland
$172K
SIC
618
Salem Investment Counselors
North Carolina
$168K +$21.8K +597 +16%
SFG
619
SevenBridge Financial Group
Pennsylvania
$158K
OC
620
Oakworth Capital
Alabama
$151K
DSC
621
Duncker Streett & Co
Missouri
$149K
MLFP
622
MPS Loria Financial Planners
Illinois
$140K +$134K +3,660 New
AC
623
Alexandria Capital
Virginia
$136K +$2.08K +57 +2%
CAW
624
Cornerstone Advisors (Washington)
Washington
$129K +$24K +657 +25%
SIAS
625
Shine Investment Advisory Services
Colorado
$126K +$117K +3,204 New

EW Hedge Fund Activity: Q2 2017 in Review

720 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2017, worth a combined $20.8B — up 25% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new EW positions and 52 closed out — a net gain of 35 holders — while 227 added to existing stakes and 287 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $359M. The largest seller was Ameriprise, cutting an estimated $151M.

  • 720 institutional investors held Edwards Lifesciences (EW) as of Q2 2017, up from 690 in Q1 2017.
  • Funds reported $20.8B of Edwards Lifesciences stock for Q2 2017, up 25% quarter-over-quarter.
  • 87 funds opened new Edwards Lifesciences positions in Q2 2017 and 52 closed out, a net change of +35 holders.
  • The largest Edwards Lifesciences buyer in Q2 2017 was Bank of New York Mellon, an estimated $359M added.
  • The largest Edwards Lifesciences seller in Q2 2017 was Ameriprise, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2017.