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Edwards Lifesciences

852 hedge funds and large institutions have $30.6B invested in Edwards Lifesciences in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 271 increasing their positions, 325 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $374M | Put options by funds: $244M

30% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 70

20% more capital invested

Capital invested by funds: $25.5B → $30.6B (+$5.08B)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

1.86% more ownership

Funds ownership: 249.97%251.82% (+1.9%)

2% more funds holding

Funds holding: 838852 (+14)

17% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 325

Holders
852
Holders Change
+14
Holders Change %
+1.67%
% of All Funds
19.48%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.53%
New
91
Increased
271
Reduced
325
Closed
70
Calls
$374M
Puts
$244M
Net Calls
+$129M
Net Calls Change
+$114M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
626
Davenport & Co
Virginia
$301K +$10.3K +210 +4%
FRM
627
Fox Run Management
Connecticut
$300K -$340K -6,945 -57%
WAS
628
WESPAC Advisors SoCal
California
$300K -$18.3K -375 -7%
BIA
629
Biondo Investment Advisors
Pennsylvania
$300K +$7.34K +150 +3%
BEAM
630
Baker Ellis Asset Management
Washington
$296K
LGC
631
Laurel Grove Capital
California
$296K
LWAC
632
Laurel Wealth Advisors (California)
California
$296K
FHA
633
Flagship Harbor Advisors
Massachusetts
$294K +$734 +15 +0.3%
PA
634
Pinnacle Associates
New York
$293K
FFA
635
First Foundation Advisors
California
$292K
LCM
636
Liberty Capital Management
Michigan
$292K
LCM
637
Logan Capital Management
Pennsylvania
$292K +$10.3K +210 +4%
SW
638
SVB Wealth
Massachusetts
$291K +$29.3K +600 +14%
WI
639
Wintrust Investments
Illinois
$289K -$2.2K -45 -0.9%
TI
640
Trexquant Investment
Connecticut
$287K -$2.45M -50,091 -91%
OAM
641
Oak Asset Management
California
$287K
BFS
642
Bradley Foster & Sargent
Connecticut
$285K -$27.9K -570 -10%
WA
643
WESPAC Advisors
California
$285K +$240K +4,908 New
KA
644
Kovack Advisors
Florida
$283K -$492K -10,065 -67%
WAM
645
Wealthspire Advisors (Maryland)
Maryland
$280K -$39.8K -813 -14%
VCA
646
Verdence Capital Advisors
Maryland
$280K +$24.5K +501 +12%
BBA
647
BLB&B Advisors
Pennsylvania
$272K
BB
648
Busey Bank
Illinois
$272K +$229K +4,692 New
HFA
649
Huber Financial Advisors
Illinois
$270K
AIM
650
Advantage Investment Management
Iowa
$270K +$19.1K +390 +9%

EW Hedge Fund Activity: Q3 2018 in Review

852 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2018, worth a combined $30.6B — up 20% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new EW positions and 70 closed out — a net gain of 21 holders — while 271 added to existing stakes and 325 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $324M. The largest seller was Fidelity Investments, cutting an estimated $123M.

  • 852 institutional investors held Edwards Lifesciences (EW) as of Q3 2018, up from 838 in Q2 2018.
  • Funds reported $30.6B of Edwards Lifesciences stock for Q3 2018, up 20% quarter-over-quarter.
  • 91 funds opened new Edwards Lifesciences positions in Q3 2018 and 70 closed out, a net change of +21 holders.
  • The largest Edwards Lifesciences buyer in Q3 2018 was Capital Research Global Investors, an estimated $324M added.
  • The largest Edwards Lifesciences seller in Q3 2018 was Fidelity Investments, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2018.