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Edwards Lifesciences

772 hedge funds and large institutions have $19.6B invested in Edwards Lifesciences in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 273 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 77

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

4% more funds holding

Funds holding: 739772 (+33)

1% more capital invested

Capital invested by funds: $19.3B → $19.6B (+$251M)

0% less call options, than puts

Call options by funds: $105M | Put options by funds: $105M

2% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 273

4.47% less ownership

Funds ownership: 250.94%246.47% (-4.5%)

Holders
772
Holders Change
+33
Holders Change %
+4.47%
% of All Funds
17.51%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.29%
New
113
Increased
267
Reduced
273
Closed
77
Calls
$105M
Puts
$105M
Net Calls
-$31K
Net Calls Change
+$31.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
601
One Wealth Advisors
California
$235K +$230K +6,255 New
JFGIW
602
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$234K
BPC
603
Banque Pictet & Cie
Switzerland
$232K -$2.76M -75,300 -92%
UC
604
Unio Capital
New Jersey
$225K +$220K +6,000 New
MC
605
Marcus Capital
Illinois
$223K -$842K -22,950 -79%
GCA
606
Greenwood Capital Associates
South Carolina
$222K +$1.43K +39 +0.7%
B
607
Barings
North Carolina
$220K -$699K -19,050 -77%
CIBC World Market
608
CIBC World Market
Ontario, Canada
$220K -$44.4K -1,209 -17%
LP
609
LMR Partners
United Kingdom
$218K -$491K -13,383 -70%
WJA
610
Williams Jones & Associates
New York
$218K +$213K +5,799 New
KA
611
Kovack Advisors
Florida
$218K +$213K +5,802 New
DY
612
Dowling & Yahnke
California
$218K +$213K +5,808 New
SLAM
613
Swiss Life Asset Management
$218K +$213K +5,793 New
SIMM
614
Stillwater Investment Management (Minnesota)
Minnesota
$216K
LNWWM
615
Laird Norton Wetherby Wealth Management
California
$215K +$2.53K +69 +1%
SLT
616
St Louis Trust
Missouri
$214K +$209K +5,691 New
SPC
617
Sigma Planning Corp
Michigan
$213K +$1.54K +42 +0.7%
ZCA
618
Zeke Capital Advisors
Pennsylvania
$212K -$50.5K -1,377 -20%
TU
619
TDAM USA
Ontario, Canada
$212K +$207K +5,631 New
WAS
620
WESPAC Advisors SoCal
California
$211K
FFA
621
First Foundation Advisors
California
$211K +$206K +5,619 New
TRCT
622
Tower Research Capital (TRC)
New York
$210K +$134K +3,639 +185%
DT
623
Diversified Trust
Tennessee
$209K +$204K +5,556 New
BFM
624
Boothbay Fund Management
New York
$204K +$199K +5,418 New
CAPTRUST Financial Advisors
625
CAPTRUST Financial Advisors
North Carolina
$204K +$199K +5,430 New

EW Hedge Fund Activity: Q4 2017 in Review

772 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2017, worth a combined $19.6B — up 1.3% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new EW positions and 77 closed out — a net gain of 36 holders — while 267 added to existing stakes and 273 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $262M. The largest seller was Egerton Capital (UK), exiting entirely with an estimated $146M sold.

  • 772 institutional investors held Edwards Lifesciences (EW) as of Q4 2017, up from 739 in Q3 2017.
  • Funds reported $19.6B of Edwards Lifesciences stock for Q4 2017, up 1.3% quarter-over-quarter.
  • 113 funds opened new Edwards Lifesciences positions in Q4 2017 and 77 closed out, a net change of +36 holders.
  • The largest Edwards Lifesciences buyer in Q4 2017 was Bank of New York Mellon, an estimated $262M added.
  • The largest Edwards Lifesciences seller in Q4 2017 was Egerton Capital (UK), an estimated $146M sold.

Based on aggregated 13F filings for Q4 2017.