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Edwards Lifesciences

921 hedge funds and large institutions have $32B invested in Edwards Lifesciences in 2019 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 296 increasing their positions, 357 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $224M | Put options by funds: $169M

14% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 83

0% less funds holding

Funds holding: 922921 (-1)

5% less capital invested

Capital invested by funds: $33.6B → $32B (-$1.61B)

3.87% less ownership

Funds ownership: 253.32%249.45% (-3.9%)

16% less funds holding in top 10

Funds holding in top 10: 2521 (-4)

17% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 357

Holders
921
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
20%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.46%
New
95
Increased
296
Reduced
357
Closed
83
Calls
$224M
Puts
$169M
Net Calls
+$55.7M
Net Calls Change
+$28.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
626
Benjamin F. Edwards & Company
Missouri
$440K -$2.54K -42 -0.6%
SWM
627
SeaCrest Wealth Management
New York
$440K +$1.45K +24 +0.3%
WAM
628
Wealthspire Advisors (Maryland)
Maryland
$433K -$7.44K -123 -2%
VAS
629
Vestmark Advisory Solutions
Massachusetts
$426K -$52.4K -867 -11%
BUB
630
BBVA USA Bancshares
Texas
$422K +$78.2K +1,293 +23%
AW
631
ACG Wealth
Georgia
$421K -$907 -15 -0.2%
PGFC
632
Peapack-Gladstone Financial Corp
New Jersey
$421K +$211K +3,483 +104%
NWS
633
Newport Wealth Strategies
California
$420K
WJA
634
Williams Jones & Associates
New York
$419K +$6.53K +108 +2%
LSV Asset Management
635
LSV Asset Management
Illinois
$412K
CCA
636
Checchi Capital Advisers
California
$407K -$2.54K -42 -0.6%
NPA
637
Nichols & Pratt Advisers
Massachusetts
$406K
JMFC
638
J.M. Forbes & Co
Massachusetts
$405K
MWC
639
MBM Wealth Consultants
Missouri
$404K -$181 -3 -0%
SAM
640
SignalPoint Asset Management
Missouri
$402K +$395K +6,525 New
AWM
641
AE Wealth Management
Kansas
$397K -$120K -1,992 -24%
BC
642
Bartlett & Co
Ohio
$395K
BAMF
643
BI Asset Management Fondsmaeglerselskab
Denmark
$395K +$388K +6,411 New
BCWM
644
Bartlett & Co Wealth Management
Ohio
$395K
CG
645
Caprock Group
Idaho
$393K -$52.6K -870 -12%
LOAME
646
Lombard Odier Asset Management (Europe)
United Kingdom
$389K
LPIC
647
LeJeune Puetz Investment Counsel
Michigan
$388K
CA
648
Claro Advisors
Massachusetts
$387K -$2.72K -45 -0.7%
ATC
649
Argent Trust Co
Tennessee
$386K -$3.63K -60 -0.9%
LJHT
650
Laurie J. Hall Trustee
$384K

EW Hedge Fund Activity: Q2 2019 in Review

921 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2019, worth a combined $32B — down 4.8% from $33.6B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new EW positions and 83 closed out — a net gain of 12 holders — while 296 added to existing stakes and 357 trimmed.

The largest buyer was Nuveen, adding an estimated $708M. The largest seller was Vanguard Group, cutting an estimated $525M.

  • 921 institutional investors held Edwards Lifesciences (EW) as of Q2 2019, down from 922 in Q1 2019.
  • Funds reported $32B of Edwards Lifesciences stock for Q2 2019, down 4.8% quarter-over-quarter.
  • 95 funds opened new Edwards Lifesciences positions in Q2 2019 and 83 closed out, a net change of +12 holders.
  • The largest Edwards Lifesciences buyer in Q2 2019 was Nuveen, an estimated $708M added.
  • The largest Edwards Lifesciences seller in Q2 2019 was Vanguard Group, an estimated $525M sold.

Based on aggregated 13F filings for Q2 2019.