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Edwards Lifesciences

964 hedge funds and large institutions have $37.9B invested in Edwards Lifesciences in 2019 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 314 increasing their positions, 354 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 69

43% more funds holding in top 10

Funds holding in top 10: 2130 (+9)

32% more call options, than puts

Call options by funds: $380M | Put options by funds: $289M

19% more capital invested

Capital invested by funds: $32B → $37.9B (+$5.92B)

5% more funds holding

Funds holding: 921964 (+43)

0.57% less ownership

Funds ownership: 249.45%248.88% (-0.57%)

11% less repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 354

Holders
964
Holders Change
+43
Holders Change %
+4.67%
% of All Funds
21.14%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.66%
New
118
Increased
314
Reduced
354
Closed
69
Calls
$380M
Puts
$289M
Net Calls
+$91.2M
Net Calls Change
+$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
626
Mackenzie Financial
Ontario, Canada
$495K +$131K +1,866 +38%
CCP
627
Corient Capital Partners
California
$492K +$111K +1,575 +31%
MWC
628
MBM Wealth Consultants
Missouri
$489K +$8.22K +117 +2%
NPA
629
Nichols & Pratt Advisers
Massachusetts
$484K
JMFC
630
J.M. Forbes & Co
Massachusetts
$482K
SAM
631
SignalPoint Asset Management
Missouri
$478K
NWS
632
Newport Wealth Strategies
California
$476K -$10.5K -150 -2%
BBNA
633
Bremer Bank National Association
Minnesota
$473K -$78.6K -1,119 -15%
HIM
634
Hillsdale Investment Management
Ontario, Canada
$470K +$450K +6,405 New
AWM
635
AE Wealth Management
Kansas
$469K -$3.37K -48 -0.7%
PGFC
636
Peapack-Gladstone Financial Corp
New Jersey
$468K -$31.6K -450 -7%
ICM
637
IMS Capital Management
Oregon
$467K -$448K -6,375 -50%
CC
638
Cedar Capital
Illinois
$466K +$101K +1,431 +29%
MPWT
639
MassMutual Private Wealth & Trust
Connecticut
$464K +$341K +4,857 +331%
LPIC
640
LeJeune Puetz Investment Counsel
Michigan
$462K
LOAME
641
Lombard Odier Asset Management (Europe)
United Kingdom
$462K
CG
642
Caprock Group
Idaho
$461K -$6.95K -99 -2%
CA
643
Claro Advisors
Massachusetts
$461K
Luther King Capital Management (LKCM)
644
Luther King Capital Management (LKCM)
Texas
$461K +$442K +6,294 New
AW
645
ACG Wealth
Georgia
$457K -$42.1K -600 -9%
CMI
646
Clare Market Investments
Texas
$455K +$28.4K +405 +7%
SFA
647
Sequoia Financial Advisors
Ohio
$455K +$20.7K +294 +5%
SPIA
648
Steward Partners Investment Advisory
New York
$455K +$23.4K +333 +6%
VAS
649
Vestmark Advisory Solutions
Massachusetts
$449K -$55.8K -795 -11%
MC
650
Machina Capital
France
$447K +$128K +1,827 +43%

EW Hedge Fund Activity: Q3 2019 in Review

964 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2019, worth a combined $37.9B — up 19% from $32B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new EW positions and 69 closed out — a net gain of 49 holders — while 314 added to existing stakes and 354 trimmed.

The largest buyer was Capital International Investors, adding an estimated $205M. The largest seller was Capital Research Global Investors, cutting an estimated $125M.

  • 964 institutional investors held Edwards Lifesciences (EW) as of Q3 2019, up from 921 in Q2 2019.
  • Funds reported $37.9B of Edwards Lifesciences stock for Q3 2019, up 19% quarter-over-quarter.
  • 118 funds opened new Edwards Lifesciences positions in Q3 2019 and 69 closed out, a net change of +49 holders.
  • The largest Edwards Lifesciences buyer in Q3 2019 was Capital International Investors, an estimated $205M added.
  • The largest Edwards Lifesciences seller in Q3 2019 was Capital Research Global Investors, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2019.