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Edwards Lifesciences

874 hedge funds and large institutions have $26.8B invested in Edwards Lifesciences in 2018 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 252 increasing their positions, 336 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 94

3% more funds holding

Funds holding: 852874 (+22)

2.33% more ownership

Funds ownership: 251.82%254.16% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

3% less call options, than puts

Call options by funds: $120M | Put options by funds: $124M

12% less capital invested

Capital invested by funds: $30.6B → $26.8B (-$3.77B)

25% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 336

Holders
874
Holders Change
+22
Holders Change %
+2.58%
% of All Funds
19.47%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
123
Increased
252
Reduced
336
Closed
94
Calls
$120M
Puts
$124M
Net Calls
-$3.77M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
626
Biondo Investment Advisors
Pennsylvania
$276K +$11.4K +225 +4%
LWAC
627
Laurel Wealth Advisors (California)
California
$276K +$15.2K +300 +6%
OSNBOA
628
Old Second National Bank of Aurora
Illinois
$275K
WAM
629
Wealthspire Advisors (Maryland)
Maryland
$274K +$27.2K +537 +11%
SP
630
SWS Partners
Ohio
$273K +$5.46K +108 +2%
FHB
631
First Hawaiian Bank
Hawaii
$272K -$124K -2,445 -31%
SPC
632
Sigma Planning Corp
Michigan
$271K -$7.59K -150 -3%
KA
633
Kovack Advisors
Florida
$270K +$20.9K +414 +8%
CMI
634
Clare Market Investments
Texas
$268K +$266K +5,250 New
CIA
635
Choate Investment Advisors
Massachusetts
$264K -$18.2K -360 -7%
WAS
636
WESPAC Advisors SoCal
California
$264K
CANY
637
Caxton Associates (New York)
New York
$263K -$273K -5,394 -51%
OWA
638
One Wealth Advisors
California
$263K -$21.6K -426 -8%
CCM
639
Community Capital Management
Florida
$263K +$260K +5,148 New
FHA
640
Flagship Harbor Advisors
Massachusetts
$261K -$2.73K -54 -1%
CIA
641
Capital Investment Advisors
Georgia
$259K +$257K +5,079 New
PA
642
Pinnacle Associates
New York
$258K
RIG
643
Roosevelt Investment Group
New York
$257K -$8.04K -159 -3%
LCM
644
Liberty Capital Management
Michigan
$257K
LCM
645
Logan Capital Management
Pennsylvania
$257K
CBFP
646
Cedar Brook Financial Partners
Ohio
$254K +$252K +4,974 New
OAM
647
Oak Asset Management
California
$253K
CA
648
Cetera Advisors
Colorado
$251K -$32.3K -639 -11%
BFS
649
Bradley Foster & Sargent
Connecticut
$251K
CG
650
Caprock Group
Idaho
$250K -$158K -3,126 -39%

EW Hedge Fund Activity: Q4 2018 in Review

874 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2018, worth a combined $26.8B — down 12% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new EW positions and 94 closed out — a net gain of 29 holders — while 252 added to existing stakes and 336 trimmed.

The largest buyer was Jennison Associates, adding an estimated $405M. The largest seller was Winslow Capital Management, cutting an estimated $214M.

  • 874 institutional investors held Edwards Lifesciences (EW) as of Q4 2018, up from 852 in Q3 2018.
  • Funds reported $26.8B of Edwards Lifesciences stock for Q4 2018, down 12% quarter-over-quarter.
  • 123 funds opened new Edwards Lifesciences positions in Q4 2018 and 94 closed out, a net change of +29 holders.
  • The largest Edwards Lifesciences buyer in Q4 2018 was Jennison Associates, an estimated $405M added.
  • The largest Edwards Lifesciences seller in Q4 2018 was Winslow Capital Management, an estimated $214M sold.

Based on aggregated 13F filings for Q4 2018.