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Edwards Lifesciences

772 hedge funds and large institutions have $19.6B invested in Edwards Lifesciences in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 273 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 77

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

4% more funds holding

Funds holding: 739772 (+33)

1% more capital invested

Capital invested by funds: $19.3B → $19.6B (+$251M)

0% less call options, than puts

Call options by funds: $105M | Put options by funds: $105M

2% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 273

4.47% less ownership

Funds ownership: 250.94%246.47% (-4.5%)

Holders
772
Holders Change
+33
Holders Change %
+4.47%
% of All Funds
17.51%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.29%
New
113
Increased
267
Reduced
273
Closed
77
Calls
$105M
Puts
$105M
Net Calls
-$31K
Net Calls Change
+$31.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
626
Liberty Capital Management
Michigan
$203K
BFS
627
Bradley Foster & Sargent
Connecticut
$202K -$11K -300 -5%
OSNBOA
628
Old Second National Bank of Aurora
Illinois
$202K
LSAG
629
Lake Street Advisors Group
New Hampshire
$201K +$196K +5,340 New
FANJ
630
Financial Architects (New Jersey)
New Jersey
$198K +$15.4K +420 +9%
II
631
Inspire Investing
Idaho
$198K +$194K +5,277 New
BEAM
632
Baker Ellis Asset Management
Washington
$197K
FA
633
Fortis Advisors
Pennsylvania
$169K
AIM
634
Advantage Investment Management
Iowa
$160K
OC
635
Oakworth Capital
Alabama
$150K
SIAS
636
Shine Investment Advisory Services
Colorado
$147K +$21.2K +579 +17%
MSA
637
Marino Stram & Associates
Massachusetts
$147K +$143K +3,900 New
DSC
638
Duncker Streett & Co
Missouri
$142K
BL
639
Balentine LLC
Georgia
$139K +$31.9K +870 +31%
SIC
640
Salem Investment Counselors
North Carolina
$138K -$21.9K -597 -14%
ED
641
Exane Derivatives
France
$137K +$106K +2,883 +381%
OIA
642
OneDigital Investment Advisors
Kansas
$132K +$51.2K +1,395 +66%
C
643
Cerebellum
California
$128K +$125K +3,405 New
YWP
644
YorkBridge Wealth Partners
New York
$127K
GWM
645
Geneos Wealth Management
Colorado
$125K -$44K -1,200 -26%
RE
646
RBC Europe
United Kingdom
$122K
QCG
647
Quadrant Capital Group
Ohio
$119K +$2.64K +72 +2%
NEI
648
Northwest & Ethical Investments
Ontario, Canada
$116K +$33K +900 +41%
SFG
649
SevenBridge Financial Group
Pennsylvania
$113K -$33K -900 -23%
SOAMC
650
Spirit of America Management Corp
New York
$113K

EW Hedge Fund Activity: Q4 2017 in Review

772 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2017, worth a combined $19.6B — up 1.3% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new EW positions and 77 closed out — a net gain of 36 holders — while 267 added to existing stakes and 273 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $262M. The largest seller was Egerton Capital (UK), exiting entirely with an estimated $146M sold.

  • 772 institutional investors held Edwards Lifesciences (EW) as of Q4 2017, up from 739 in Q3 2017.
  • Funds reported $19.6B of Edwards Lifesciences stock for Q4 2017, up 1.3% quarter-over-quarter.
  • 113 funds opened new Edwards Lifesciences positions in Q4 2017 and 77 closed out, a net change of +36 holders.
  • The largest Edwards Lifesciences buyer in Q4 2017 was Bank of New York Mellon, an estimated $262M added.
  • The largest Edwards Lifesciences seller in Q4 2017 was Egerton Capital (UK), an estimated $146M sold.

Based on aggregated 13F filings for Q4 2017.