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Edwards Lifesciences

874 hedge funds and large institutions have $26.8B invested in Edwards Lifesciences in 2018 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 252 increasing their positions, 336 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 94

3% more funds holding

Funds holding: 852874 (+22)

2.33% more ownership

Funds ownership: 251.82%254.16% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

3% less call options, than puts

Call options by funds: $120M | Put options by funds: $124M

12% less capital invested

Capital invested by funds: $30.6B → $26.8B (-$3.77B)

25% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 336

Holders
874
Holders Change
+22
Holders Change %
+2.58%
% of All Funds
19.47%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
123
Increased
252
Reduced
336
Closed
94
Calls
$120M
Puts
$124M
Net Calls
-$3.77M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
HBT
601
Hills Bank & Trust
Iowa
$327K
MWC
602
MBM Wealth Consultants
Missouri
$327K +$324K +6,408 New
LPIC
603
LeJeune Puetz Investment Counsel
Michigan
$322K
LOAME
604
Lombard Odier Asset Management (Europe)
United Kingdom
$322K
UAM
605
UAS Asset Management
New York
$318K +$315K +6,225 New
VIA
606
Vident Investment Advisory
Georgia
$316K -$328K -6,483 -51%
FAAS
607
First Allied Advisory Services
California
$314K -$9.71K -192 -3%
BPA
608
Beacon Pointe Advisors
California
$312K +$310K +6,123 New
KIA
609
KCM Investment Advisors
California
$311K -$10K -198 -3%
CCA
610
Checchi Capital Advisers
California
$310K -$47.1K -930 -13%
ATC
611
Argent Trust Co
Tennessee
$310K +$107K +2,106 +53%
APW
612
Acima Private Wealth
Virginia
$310K +$307K +6,066 New
DT
613
Diversified Trust
Tennessee
$309K -$7.13K -141 -2%
DAM
614
Doheny Asset Management
California
$309K
WAG
615
Winthrop Advisory Group
Massachusetts
$309K +$18.5K +366 +6%
AIL
616
AGF Investments LLC
Ontario, Canada
$304K +$172K +3,390 +132%
JCM
617
Janney Capital Management
Pennsylvania
$303K +$8.35K +165 +3%
FDCDDQ
618
Federation des caisses Desjardins du Quebec
Quebec, Canada
$302K -$181K -3,573 -38%
MCWS
619
McKinley Carter Wealth Services
West Virginia
$296K
SIMM
620
Stillwater Investment Management (Minnesota)
Minnesota
$293K
Qube Research & Technologies (QRT)
621
Qube Research & Technologies (QRT)
United Kingdom
$292K -$587K -11,598 -67%
EWA
622
EP Wealth Advisors
California
$288K -$4.1K -81 -1%
TU
623
TDAM USA
Ontario, Canada
$286K -$74.1K -1,464 -21%
CC
624
Cedar Capital
Illinois
$282K -$60K -1,185 -18%
UC
625
Unio Capital
New Jersey
$276K

EW Hedge Fund Activity: Q4 2018 in Review

874 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2018, worth a combined $26.8B — down 12% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new EW positions and 94 closed out — a net gain of 29 holders — while 252 added to existing stakes and 336 trimmed.

The largest buyer was Jennison Associates, adding an estimated $405M. The largest seller was Winslow Capital Management, cutting an estimated $214M.

  • 874 institutional investors held Edwards Lifesciences (EW) as of Q4 2018, up from 852 in Q3 2018.
  • Funds reported $26.8B of Edwards Lifesciences stock for Q4 2018, down 12% quarter-over-quarter.
  • 123 funds opened new Edwards Lifesciences positions in Q4 2018 and 94 closed out, a net change of +29 holders.
  • The largest Edwards Lifesciences buyer in Q4 2018 was Jennison Associates, an estimated $405M added.
  • The largest Edwards Lifesciences seller in Q4 2018 was Winslow Capital Management, an estimated $214M sold.

Based on aggregated 13F filings for Q4 2018.