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Edwards Lifesciences

964 hedge funds and large institutions have $37.9B invested in Edwards Lifesciences in 2019 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 314 increasing their positions, 354 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 69

43% more funds holding in top 10

Funds holding in top 10: 2130 (+9)

32% more call options, than puts

Call options by funds: $380M | Put options by funds: $289M

19% more capital invested

Capital invested by funds: $32B → $37.9B (+$5.92B)

5% more funds holding

Funds holding: 921964 (+43)

0.57% less ownership

Funds ownership: 249.45%248.88% (-0.57%)

11% less repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 354

Holders
964
Holders Change
+43
Holders Change %
+4.67%
% of All Funds
21.14%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.66%
New
118
Increased
314
Reduced
354
Closed
69
Calls
$380M
Puts
$289M
Net Calls
+$91.2M
Net Calls Change
+$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
1WA
601
180 Wealth Advisors
Washington
$579K -$73.5K -1,047 -12%
JIC
602
Joel Isaacson & Co
New York
$566K -$632 -9 -0.1%
BFA
603
Bragg Financial Advisors
North Carolina
$564K
CCM
604
Community Capital Management
Florida
$559K +$174K +2,472 +48%
CM
605
Castleark Management
Illinois
$554K
Koshinski Asset Management
606
Koshinski Asset Management
Illinois
$552K
GG
607
Gofen & Glossberg
Illinois
$552K +$17.3K +246 +3%
CAM
608
Columbia Asset Management
Michigan
$550K -$85.3K -1,215 -14%
CI Investments Inc
609
CI Investments Inc
Ontario, Canada
$548K +$526K +7,482 New
WJWM
610
Williams Jones Wealth Management
New York
$539K +$516K +7,347 New
DT
611
Diversified Trust
Tennessee
$538K +$8.43K +120 +2%
CBFP
612
Cedar Brook Financial Partners
Ohio
$537K +$11K +156 +2%
NFG
613
Nations Financial Group
Iowa
$537K +$475K +6,762 New
FT
614
Fiduciary Trust
Massachusetts
$534K -$4K -57 -0.8%
IWC
615
Integrated Wealth Concepts
Massachusetts
$529K +$47.4K +675 +10%
BPA
616
Beacon Pointe Advisors
California
$528K -$75.4K -1,074 -13%
SWM
617
SeaCrest Wealth Management
New York
$526K +$2.11K +30 +0.4%
WAM
618
Wealthspire Advisors (Maryland)
Maryland
$523K +$7.38K +105 +1%
LWAC
619
Laurel Wealth Advisors (California)
California
$518K +$90K +1,281 +22%
CIC
620
Crawford Investment Counsel
Georgia
$509K +$488K +6,942 New
SC
621
Scotia Capital
Ontario, Canada
$509K +$488K +6,942 New
SP
622
SWS Partners
Ohio
$507K -$46.6K -663 -10%
BFEC
623
Benjamin F. Edwards & Company
Missouri
$507K -$16.4K -234 -3%
MFG
624
MidWestOne Financial Group
Iowa
$506K -$1.08M -15,441 -69%
CA
625
Cetera Advisors
Colorado
$505K -$21.5K -306 -4%

EW Hedge Fund Activity: Q3 2019 in Review

964 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2019, worth a combined $37.9B — up 19% from $32B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new EW positions and 69 closed out — a net gain of 49 holders — while 314 added to existing stakes and 354 trimmed.

The largest buyer was Capital International Investors, adding an estimated $205M. The largest seller was Capital Research Global Investors, cutting an estimated $125M.

  • 964 institutional investors held Edwards Lifesciences (EW) as of Q3 2019, up from 921 in Q2 2019.
  • Funds reported $37.9B of Edwards Lifesciences stock for Q3 2019, up 19% quarter-over-quarter.
  • 118 funds opened new Edwards Lifesciences positions in Q3 2019 and 69 closed out, a net change of +49 holders.
  • The largest Edwards Lifesciences buyer in Q3 2019 was Capital International Investors, an estimated $205M added.
  • The largest Edwards Lifesciences seller in Q3 2019 was Capital Research Global Investors, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2019.