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Edwards Lifesciences

720 hedge funds and large institutions have $20.8B invested in Edwards Lifesciences in 2017 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 227 increasing their positions, 287 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

67% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 52

25% more capital invested

Capital invested by funds: $16.6B → $20.8B (+$4.22B)

4% more funds holding

Funds holding: 690720 (+30)

2.64% more ownership

Funds ownership: 249.22%251.86% (+2.6%)

21% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 287

33% less call options, than puts

Call options by funds: $62.5M | Put options by funds: $93.9M

Holders
720
Holders Change
+30
Holders Change %
+4.35%
% of All Funds
17.95%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.35%
New
87
Increased
227
Reduced
287
Closed
52
Calls
$62.5M
Puts
$93.9M
Net Calls
-$31.4M
Net Calls Change
+$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
626
Federation des caisses Desjardins du Quebec
Quebec, Canada
$125K -$2.96K -81 -2%
PFO
627
Pathstone Family Office
New Jersey
$118K -$1.09K -30 -1%
SOAMC
628
Spirit of America Management Corp
New York
$118K
TWA
629
TCI Wealth Advisors
Arizona
$118K
YWP
630
YorkBridge Wealth Partners
New York
$118K
EA
631
Edge Advisors
Georgia
$114K
Twin Tree Management
632
Twin Tree Management
Texas
$113K +$105K +2,877 New
EMG
633
ETF Managers Group
New Jersey
$112K +$55.8K +1,530 New
EWM
634
Evercore Wealth Management
New York
$107K -$20.8K -570 -17%
QCG
635
Quadrant Capital Group
Ohio
$107K -$13.3K -363 -10%
AIM
636
Acrospire Investment Management
Illinois
$95K +$54.8K +1,500 +167%
CFA
637
Carroll Financial Associates
North Carolina
$94K
SSB
638
Sandy Spring Bank
Maryland
$89K
NA
639
NewEdge Advisors
Louisiana
$87.7K +$81.7K +2,238 New
NEI
640
Northwest & Ethical Investments
Ontario, Canada
$85.7K
Canada Pension Plan Investment Board
641
Canada Pension Plan Investment Board
Ontario, Canada
$85K -$10.1M -277,323 -99%
KPCM
642
Kings Point Capital Management
New York
$82K +$38K +1,041 +99%
AF
643
Allworth Financial
California
$80K +$52.1K +1,428 +238%
BFEC
644
Benjamin F. Edwards & Company
Missouri
$70K +$4.82K +132 +8%
Carson Wealth (CWM LLC)
645
Carson Wealth (CWM LLC)
Nebraska
$66K -$3.29K -90 -5%
HI
646
Hudock Inc
Pennsylvania
$66K
CTC
647
Central Trust Company
Missouri
$65K
AssetMark Inc
648
AssetMark Inc
California
$64K -$1.53K -42 -3%
BL
649
Balentine LLC
Georgia
$63K -$27K -741 -32%
TSW
650
Thompson Siegel & Walmsley
Virginia
$59K +$46.5K +1,275 +582%

EW Hedge Fund Activity: Q2 2017 in Review

720 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2017, worth a combined $20.8B — up 25% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new EW positions and 52 closed out — a net gain of 35 holders — while 227 added to existing stakes and 287 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $359M. The largest seller was Ameriprise, cutting an estimated $151M.

  • 720 institutional investors held Edwards Lifesciences (EW) as of Q2 2017, up from 690 in Q1 2017.
  • Funds reported $20.8B of Edwards Lifesciences stock for Q2 2017, up 25% quarter-over-quarter.
  • 87 funds opened new Edwards Lifesciences positions in Q2 2017 and 52 closed out, a net change of +35 holders.
  • The largest Edwards Lifesciences buyer in Q2 2017 was Bank of New York Mellon, an estimated $359M added.
  • The largest Edwards Lifesciences seller in Q2 2017 was Ameriprise, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2017.