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Edwards Lifesciences

816 hedge funds and large institutions have $24.3B invested in Edwards Lifesciences in 2018 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 237 increasing their positions, 311 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 68

62% more funds holding in top 10

Funds holding in top 10: 1321 (+8)

24% more capital invested

Capital invested by funds: $19.6B → $24.3B (+$4.79B)

24% more call options, than puts

Call options by funds: $112M | Put options by funds: $90.4M

6% more funds holding

Funds holding: 773816 (+43)

2.95% more ownership

Funds ownership: 246.48%249.42% (+2.9%)

24% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 311

Holders
816
Holders Change
+43
Holders Change %
+5.56%
% of All Funds
18.7%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.48%
New
118
Increased
237
Reduced
311
Closed
68
Calls
$112M
Puts
$90.4M
Net Calls
+$22M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
601
Bartlett & Co
Ohio
$317K -$17.7K -408 -6%
BCWM
602
Bartlett & Co Wealth Management
Ohio
$317K +$296K +6,816 New
WI
603
Wintrust Investments
Illinois
$315K
PP
604
Pegasus Partners
Wisconsin
$313K
LJHT
605
Laurie J. Hall Trustee
$310K -$9.77K -225 -3%
TAM
606
Tiverton Asset Management
Delaware
$310K -$651 -15 -0.2%
NPA
607
Nichols & Pratt Advisers
Massachusetts
$307K
FT
608
Fiduciary Trust
Massachusetts
$307K +$287K +6,609 New
LNWWM
609
Laird Norton Wetherby Wealth Management
California
$303K +$34.4K +792 +14%
WJA
610
Williams Jones & Associates
New York
$302K +$30.6K +705 +12%
BBA
611
BLB&B Advisors
Pennsylvania
$301K
TU
612
TDAM USA
Ontario, Canada
$299K +$34.3K +789 +14%
HBT
613
Hills Bank & Trust
Iowa
$298K -$48.9K -1,125 -15%
LOAME
614
Lombard Odier Asset Management (Europe)
United Kingdom
$293K -$39.3K -906 -13%
PP
615
Prudential plc
United Kingdom
$293K
CIA
616
Choate Investment Advisors
Massachusetts
$291K
OWA
617
One Wealth Advisors
California
$291K
CAPTRUST Financial Advisors
618
CAPTRUST Financial Advisors
North Carolina
$290K +$43.3K +996 +18%
GG
619
Gofen & Glossberg
Illinois
$280K -$59.3K -1,365 -18%
UC
620
Unio Capital
New Jersey
$279K
CWA
621
Clarus Wealth Advisors
Arizona
$278K +$260K +5,976 New
B
622
Barings
North Carolina
$272K
DT
623
Diversified Trust
Tennessee
$271K +$11.7K +270 +5%
MCWS
624
McKinley Carter Wealth Services
West Virginia
$269K +$251K +5,790 New
SIMM
625
Stillwater Investment Management (Minnesota)
Minnesota
$267K

EW Hedge Fund Activity: Q1 2018 in Review

816 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2018, worth a combined $24.3B — up 24% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new EW positions and 68 closed out — a net gain of 50 holders — while 237 added to existing stakes and 311 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $553M. The largest seller was AllianceBernstein, cutting an estimated $170M.

  • 816 institutional investors held Edwards Lifesciences (EW) as of Q1 2018, up from 773 in Q4 2017.
  • Funds reported $24.3B of Edwards Lifesciences stock for Q1 2018, up 24% quarter-over-quarter.
  • 118 funds opened new Edwards Lifesciences positions in Q1 2018 and 68 closed out, a net change of +50 holders.
  • The largest Edwards Lifesciences buyer in Q1 2018 was Fidelity Investments, an estimated $553M added.
  • The largest Edwards Lifesciences seller in Q1 2018 was AllianceBernstein, an estimated $170M sold.

Based on aggregated 13F filings for Q1 2018.