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Edwards Lifesciences

816 hedge funds and large institutions have $24.3B invested in Edwards Lifesciences in 2018 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 237 increasing their positions, 311 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 68

62% more funds holding in top 10

Funds holding in top 10: 1321 (+8)

24% more capital invested

Capital invested by funds: $19.6B → $24.3B (+$4.79B)

24% more call options, than puts

Call options by funds: $112M | Put options by funds: $90.4M

6% more funds holding

Funds holding: 773816 (+43)

2.95% more ownership

Funds ownership: 246.48%249.42% (+2.9%)

24% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 311

Holders
816
Holders Change
+43
Holders Change %
+5.56%
% of All Funds
18.7%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.48%
New
118
Increased
237
Reduced
311
Closed
68
Calls
$112M
Puts
$90.4M
Net Calls
+$22M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
SLT
626
St Louis Trust
Missouri
$265K
FTIOP
627
Fiduciary Trust International of Pennsylvania
Pennsylvania
$262K -$52.1K -1,200 -18%
MC
628
Marcus Capital
Illinois
$262K -$13K -300 -5%
RIG
629
Roosevelt Investment Group
New York
$261K -$211K -4,854 -46%
WAS
630
WESPAC Advisors SoCal
California
$261K
LOAMS
631
Lombard Odier Asset Management (Switzerland)
Switzerland
$260K -$5.79M -133,227 -96%
BFS
632
Bradley Foster & Sargent
Connecticut
$255K +$4.95K +114 +2%
QC
633
Quadrature Capital
United Kingdom
$252K +$235K +5,409 New
CIA
634
Capital Investment Advisors
Georgia
$252K +$236K +5,424 New
OSNBOA
635
Old Second National Bank of Aurora
Illinois
$251K
CPH
636
C Partners Holding
Switzerland
$246K -$105K -2,424 -31%
SPC
637
Sigma Planning Corp
Michigan
$243K -$18.8K -432 -8%
Jacobs Levy Equity Management
638
Jacobs Levy Equity Management
New Jersey
$240K -$11.2M -257,736 -98%
PP
639
Paloma Partners
Connecticut
$239K -$251K -5,784 -53%
CA
640
Cetera Advisors
Colorado
$239K +$223K +5,133 New
FFA
641
First Foundation Advisors
California
$238K -$22K -507 -9%
BEAM
642
Baker Ellis Asset Management
Washington
$237K -$6.51K -150 -3%
LGC
643
Laurel Grove Capital
California
$237K +$221K +5,100 New
LWAC
644
Laurel Wealth Advisors (California)
California
$237K +$222K +5,112 New
NA
645
NewEdge Advisors
Louisiana
$236K +$227K +5,232 New
PA
646
Pinnacle Associates
New York
$235K +$220K +5,055 New
H
647
HoyleCohen
California
$235K +$220K +5,061 New
FHA
648
Flagship Harbor Advisors
Massachusetts
$234K -$48.9K -1,125 -18%
LCM
649
Liberty Capital Management
Michigan
$234K
BIA
650
Biondo Investment Advisors
Pennsylvania
$234K +$218K +5,025 New

EW Hedge Fund Activity: Q1 2018 in Review

816 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2018, worth a combined $24.3B — up 24% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new EW positions and 68 closed out — a net gain of 50 holders — while 237 added to existing stakes and 311 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $553M. The largest seller was AllianceBernstein, cutting an estimated $170M.

  • 816 institutional investors held Edwards Lifesciences (EW) as of Q1 2018, up from 773 in Q4 2017.
  • Funds reported $24.3B of Edwards Lifesciences stock for Q1 2018, up 24% quarter-over-quarter.
  • 118 funds opened new Edwards Lifesciences positions in Q1 2018 and 68 closed out, a net change of +50 holders.
  • The largest Edwards Lifesciences buyer in Q1 2018 was Fidelity Investments, an estimated $553M added.
  • The largest Edwards Lifesciences seller in Q1 2018 was AllianceBernstein, an estimated $170M sold.

Based on aggregated 13F filings for Q1 2018.