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Edwards Lifesciences

690 hedge funds and large institutions have $16.6B invested in Edwards Lifesciences in 2017 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 206 increasing their positions, 284 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 83

1% more funds holding

Funds holding: 686690 (+4)

2% less capital invested

Capital invested by funds: $17B → $16.6B (-$364M)

4.79% less ownership

Funds ownership: 254.01%249.22% (-4.8%)

27% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 284

34% less call options, than puts

Call options by funds: $71.2M | Put options by funds: $107M

50% less funds holding in top 10

Funds holding in top 10: 147 (-7)

Holders
690
Holders Change
+4
Holders Change %
+0.58%
% of All Funds
17.18%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.17%
New
99
Increased
206
Reduced
284
Closed
83
Calls
$71.2M
Puts
$107M
Net Calls
-$36.2M
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
PFSC
626
Peoples Financial Services Corp
Pennsylvania
$38K -$37.6K -1,200 -50%
HCM
627
Highlander Capital Management
New Jersey
$38K
KTC
628
Kistler-Tiffany Companies
Pennsylvania
$38K
LWM
629
LBA Wealth Management
Florida
$38K
TCM
630
Tradewinds Capital Management
Washington
$38K
FMTCOCP
631
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$37.9K
WIM
632
Westside Investment Management
California
$37.2K
RFA
633
Reilly Financial Advisors
California
$37K -$183K -5,835 -83%
SA
634
SpiderRock Advisors
Delaware
$35K
KPCM
635
Kings Point Capital Management
New York
$33K
First Manhattan
636
First Manhattan
New York
$32K +$2.82K +90 +9%
ED
637
Exane Derivatives
France
$30.4K +$30.3K +969 New
AP
638
Atwood & Palmer
Missouri
$29K +$9.77K +312 +52%
PMFA
639
Plante Moran Financial Advisors
Michigan
$28K -$1.88K -60 -6%
AIM
640
Acrospire Investment Management
Illinois
$28K +$28.2K +900 New
GRP
641
Global Retirement Partners
California
$28K +$28.2K +900 New
PCM
642
Prelude Capital Management
New York
$25K -$356K -11,373 -93%
BTIS
643
BB&T Investment Services
North Carolina
$25K +$15.4K +492 +139%
JFA
644
JNBA Financial Advisors
Minnesota
$24K +$939 +30 +4%
PCP
645
Proficio Capital Partners
Massachusetts
$24K +$10.2K +327 +111%
SPIA
646
Steward Partners Investment Advisory
New York
$24K +$17.8K +570 +279%
TC
647
Trust Company
Kansas
$23K
WTB
648
Washington Trust Bank
Washington
$23K +$12.5K +399 +118%
SWA
649
Sutton Wealth Advisors
Florida
$22.5K
M
650
MOTCO
Texas
$22K

EW Hedge Fund Activity: Q1 2017 in Review

690 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2017, worth a combined $16.6B — down 2.1% from $17B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new EW positions and 83 closed out — a net gain of 16 holders — while 206 added to existing stakes and 284 trimmed.

The largest buyer was BlackRock, adding an estimated $1.26B. The largest seller was Fidelity Investments, cutting an estimated $496M.

  • 690 institutional investors held Edwards Lifesciences (EW) as of Q1 2017, up from 686 in Q4 2016.
  • Funds reported $16.6B of Edwards Lifesciences stock for Q1 2017, down 2.1% quarter-over-quarter.
  • 99 funds opened new Edwards Lifesciences positions in Q1 2017 and 83 closed out, a net change of +16 holders.
  • The largest Edwards Lifesciences buyer in Q1 2017 was BlackRock, an estimated $1.26B added.
  • The largest Edwards Lifesciences seller in Q1 2017 was Fidelity Investments, an estimated $496M sold.

Based on aggregated 13F filings for Q1 2017.