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Edwards Lifesciences

852 hedge funds and large institutions have $30.6B invested in Edwards Lifesciences in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 271 increasing their positions, 325 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $374M | Put options by funds: $244M

30% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 70

20% more capital invested

Capital invested by funds: $25.5B → $30.6B (+$5.08B)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

1.86% more ownership

Funds ownership: 249.97%251.82% (+1.9%)

2% more funds holding

Funds holding: 838852 (+14)

17% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 325

Holders
852
Holders Change
+14
Holders Change %
+1.67%
% of All Funds
19.48%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.53%
New
91
Increased
271
Reduced
325
Closed
70
Calls
$374M
Puts
$244M
Net Calls
+$129M
Net Calls Change
+$114M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
601
Doheny Asset Management
California
$351K -$17.6K -360 -6%
GG
602
Gofen & Glossberg
Illinois
$349K
NWS
603
Newport Wealth Strategies
California
$346K +$55.8K +1,140 +19%
MCWS
604
McKinley Carter Wealth Services
West Virginia
$336K
JCM
605
Janney Capital Management
Pennsylvania
$335K -$220K -4,500 -44%
SIMM
606
Stillwater Investment Management (Minnesota)
Minnesota
$333K
EWA
607
EP Wealth Advisors
California
$332K +$280K +5,727 New
WAG
608
Winthrop Advisory Group
Massachusetts
$330K +$278K +5,685 New
MC
609
Marcus Capital
Illinois
$326K
TU
610
TDAM USA
Ontario, Canada
$325K
OWA
611
One Wealth Advisors
California
$324K
CA
612
Calton & Associates
Florida
$323K +$16K +327 +6%
CA
613
Cetera Advisors
Colorado
$322K +$27.9K +570 +11%
CIA
614
Choate Investment Advisors
Massachusetts
$321K
BUB
615
BBVA USA Bancshares
Texas
$321K +$270K +5,529 New
LNC
616
Lincoln National Corp
Pennsylvania
$320K +$8.22K +168 +3%
SPC
617
Sigma Planning Corp
Michigan
$317K +$5.13K +105 +2%
OSNBOA
618
Old Second National Bank of Aurora
Illinois
$313K
LIM
619
Leavell Investment Management
Alabama
$313K +$264K +5,400 New
UC
620
Unio Capital
New Jersey
$313K +$264K +5,400 New
FTIOP
621
Fiduciary Trust International of Pennsylvania
Pennsylvania
$311K -$27.9K -570 -10%
NA
622
NewEdge Advisors
Louisiana
$305K -$8.95K -183 -3%
PFPT
623
Pinnacle Financial Partners (Tennessee)
Tennessee
$305K +$184K +3,759 +251%
SP
624
SWS Partners
Ohio
$304K +$25.5K +522 +11%
RIG
625
Roosevelt Investment Group
New York
$302K -$2.2K -45 -0.9%

EW Hedge Fund Activity: Q3 2018 in Review

852 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2018, worth a combined $30.6B — up 20% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new EW positions and 70 closed out — a net gain of 21 holders — while 271 added to existing stakes and 325 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $324M. The largest seller was Fidelity Investments, cutting an estimated $123M.

  • 852 institutional investors held Edwards Lifesciences (EW) as of Q3 2018, up from 838 in Q2 2018.
  • Funds reported $30.6B of Edwards Lifesciences stock for Q3 2018, up 20% quarter-over-quarter.
  • 91 funds opened new Edwards Lifesciences positions in Q3 2018 and 70 closed out, a net change of +21 holders.
  • The largest Edwards Lifesciences buyer in Q3 2018 was Capital Research Global Investors, an estimated $324M added.
  • The largest Edwards Lifesciences seller in Q3 2018 was Fidelity Investments, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2018.