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Edwards Lifesciences

838 hedge funds and large institutions have $25.5B invested in Edwards Lifesciences in 2018 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 286 increasing their positions, 314 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 54

11% more call options, than puts

Call options by funds: $152M | Put options by funds: $136M

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

3% more funds holding

Funds holding: 815838 (+23)

5% more capital invested

Capital invested by funds: $24.3B → $25.5B (+$1.16B)

0.55% more ownership

Funds ownership: 249.42%249.97% (+0.55%)

9% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 314

Holders
838
Holders Change
+23
Holders Change %
+2.82%
% of All Funds
19.18%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.5%
New
82
Increased
286
Reduced
314
Closed
54
Calls
$152M
Puts
$136M
Net Calls
+$15.6M
Net Calls Change
-$6.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
601
Atlas Brown
Kentucky
$343K -$25.8K -552 -7%
TU
602
TDAM USA
Ontario, Canada
$343K +$30K +642 +10%
CCA
603
Checchi Capital Advisers
California
$336K -$10.1K -216 -3%
FT
604
Fiduciary Trust
Massachusetts
$336K +$14.7K +315 +5%
AW
605
ACG Wealth
Georgia
$332K
TAM
606
Tiverton Asset Management
Delaware
$332K +$8.26K +177 +3%
SAM
607
SignalPoint Asset Management
Missouri
$329K -$41.7K -894 -12%
JMFC
608
J.M. Forbes & Co
Massachusetts
$328K -$33.6K -720 -10%
PP
609
Pegasus Partners
Wisconsin
$326K
AL
610
AJO LP
Pennsylvania
$325K -$55.6K -1,191 -15%
LNWWM
611
Laird Norton Wetherby Wealth Management
California
$323K +$7K +150 +2%
NPA
612
Nichols & Pratt Advisers
Massachusetts
$320K
LJHT
613
Laurie J. Hall Trustee
$313K -$10.5K -225 -3%
DAM
614
Doheny Asset Management
California
$311K -$51.8K -1,110 -15%
BC
615
Bartlett & Co
Ohio
$311K -$19K -408 -6%
HBT
616
Hills Bank & Trust
Iowa
$311K
BCWM
617
Bartlett & Co Wealth Management
Ohio
$311K -$19K -408 -6%
WJA
618
Williams Jones & Associates
New York
$308K -$7.7K -165 -3%
LOAME
619
Lombard Odier Asset Management (Europe)
United Kingdom
$306K
PP
620
Prudential plc
United Kingdom
$306K
LPIC
621
LeJeune Puetz Investment Counsel
Michigan
$306K +$294K +6,300 New
B
622
Barings
North Carolina
$304K +$19.5K +417 +7%
BCM
623
Brookstone Capital Management
Illinois
$300K -$73.1K -1,566 -20%
MAM
624
Meeder Asset Management
Ohio
$295K +$165K +3,540 +139%
DT
625
Diversified Trust
Tennessee
$293K +$9.8K +210 +4%

EW Hedge Fund Activity: Q2 2018 in Review

838 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2018, worth a combined $25.5B — up 4.8% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new EW positions and 54 closed out — a net gain of 28 holders — while 286 added to existing stakes and 314 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $233M. The largest seller was Goldman Sachs, cutting an estimated $88.9M.

  • 838 institutional investors held Edwards Lifesciences (EW) as of Q2 2018, up from 815 in Q1 2018.
  • Funds reported $25.5B of Edwards Lifesciences stock for Q2 2018, up 4.8% quarter-over-quarter.
  • 82 funds opened new Edwards Lifesciences positions in Q2 2018 and 54 closed out, a net change of +28 holders.
  • The largest Edwards Lifesciences buyer in Q2 2018 was Fidelity Investments, an estimated $233M added.
  • The largest Edwards Lifesciences seller in Q2 2018 was Goldman Sachs, an estimated $88.9M sold.

Based on aggregated 13F filings for Q2 2018.