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Edwards Lifesciences

922 hedge funds and large institutions have $33.6B invested in Edwards Lifesciences in 2019 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 299 increasing their positions, 335 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 65

25% more capital invested

Capital invested by funds: $26.8B → $33.6B (+$6.75B)

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

5% more funds holding

Funds holding: 874922 (+48)

9% more call options, than puts

Call options by funds: $335M | Put options by funds: $308M

0.84% less ownership

Funds ownership: 254.16%253.32% (-0.84%)

11% less repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 335

Holders
922
Holders Change
+48
Holders Change %
+5.49%
% of All Funds
19.96%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.54%
New
121
Increased
299
Reduced
335
Closed
65
Calls
$335M
Puts
$308M
Net Calls
+$27.5M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NPA
626
Nichols & Pratt Advisers
Massachusetts
$421K
JMFC
627
J.M. Forbes & Co
Massachusetts
$419K
MWC
628
MBM Wealth Consultants
Missouri
$418K +$8.56K +150 +2%
SP
629
Symmetry Partners
Connecticut
$418K +$144K +2,529 +63%
BC
630
Bartlett & Co
Ohio
$409K
BCWM
631
Bartlett & Co Wealth Management
Ohio
$409K
CMI
632
Clare Market Investments
Texas
$408K +$65.9K +1,155 +22%
CA
633
Claro Advisors
Massachusetts
$404K +$2.91K +51 +0.8%
ATC
634
Argent Trust Co
Tennessee
$403K +$14.2K +249 +4%
Mackenzie Financial
635
Mackenzie Financial
Ontario, Canada
$402K -$688K -12,063 -66%
LPIC
636
LeJeune Puetz Investment Counsel
Michigan
$402K
LOAME
637
Lombard Odier Asset Management (Europe)
United Kingdom
$402K
EWA
638
EP Wealth Advisors
California
$402K +$37.5K +657 +12%
LJHT
639
Laurie J. Hall Trustee
$398K -$12.8K -225 -3%
OWA
640
Outlook Wealth Advisors
Texas
$398K +$286K +5,004 +403%
DT
641
Diversified Trust
Tennessee
$394K +$7.36K +129 +2%
NPT
642
Nixon Peabody Trust
Massachusetts
$389K -$105K -1,839 -23%
WAG
643
Winthrop Advisory Group
Massachusetts
$388K
APW
644
Acima Private Wealth
Virginia
$387K
LDB
645
Lee, Danner & Bass
Tennessee
$387K +$347K +6,072 New
FAAS
646
First Allied Advisory Services
California
$386K -$3.94K -69 -1%
ACM
647
AlphaCrest Capital Management
New York
$383K -$359K -6,297 -51%
HBT
648
Hills Bank & Trust
Iowa
$383K -$23.1K -405 -6%
VCA
649
Verdence Capital Advisors
Maryland
$383K +$78.2K +1,371 +30%
FL
650
Fort LP
Maryland
$370K +$73.8K +1,293 +29%

EW Hedge Fund Activity: Q1 2019 in Review

922 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2019, worth a combined $33.6B — up 25% from $26.8B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new EW positions and 65 closed out — a net gain of 56 holders — while 299 added to existing stakes and 335 trimmed.

The largest buyer was Jennison Associates, adding an estimated $283M. The largest seller was Vanguard Group, cutting an estimated $511M.

  • 922 institutional investors held Edwards Lifesciences (EW) as of Q1 2019, up from 874 in Q4 2018.
  • Funds reported $33.6B of Edwards Lifesciences stock for Q1 2019, up 25% quarter-over-quarter.
  • 121 funds opened new Edwards Lifesciences positions in Q1 2019 and 65 closed out, a net change of +56 holders.
  • The largest Edwards Lifesciences buyer in Q1 2019 was Jennison Associates, an estimated $283M added.
  • The largest Edwards Lifesciences seller in Q1 2019 was Vanguard Group, an estimated $511M sold.

Based on aggregated 13F filings for Q1 2019.