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Edwards Lifesciences

690 hedge funds and large institutions have $16.6B invested in Edwards Lifesciences in 2017 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 206 increasing their positions, 284 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 83

1% more funds holding

Funds holding: 686690 (+4)

2% less capital invested

Capital invested by funds: $17B → $16.6B (-$364M)

4.79% less ownership

Funds ownership: 254.01%249.22% (-4.8%)

27% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 284

34% less call options, than puts

Call options by funds: $71.2M | Put options by funds: $107M

50% less funds holding in top 10

Funds holding in top 10: 147 (-7)

Holders
690
Holders Change
+4
Holders Change %
+0.58%
% of All Funds
17.18%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.17%
New
99
Increased
206
Reduced
284
Closed
83
Calls
$71.2M
Puts
$107M
Net Calls
-$36.2M
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
651
Parallel Advisors
California
$22K +$5.45K +174 +40%
BBHC
652
Brown Brothers Harriman & Co
New York
$21K -$32.9K -1,050 -61%
WOC
653
West Oak Capital
California
$20.5K +$6.39K +204 +45%
VCM
654
Versant Capital Management
Arizona
$20K
WT
655
Whittier Trust
California
$20K +$8.45K +270 +75%
WA
656
WealthTrust-Arizona
Arizona
$20K +$11.1K +354 +127%
AF
657
Allworth Financial
California
$19K -$65.2K -2,082 -78%
KF
658
Krilogy Financial
Missouri
$19K
NC
659
NewSquare Capital
Pennsylvania
$19K
ACS
660
Archford Capital Strategies
Illinois
$18K
GEA
661
Glen Eagle Advisors
New Jersey
$16.5K +$4.7K +150 +40%
GAM
662
Gemmer Asset Management
California
$15K
PFBT
663
Parkside Financial Bank & Trust
Missouri
$14K -$18.8K -600 -58%
DBT
664
Dubuque Bank & Trust
Iowa
$14K
TRCT
665
Tower Research Capital (TRC)
New York
$13K -$652K -20,814 -98%
AAP
666
Arax Advisory Partners
Colorado
$12K
IP
667
Intellectus Partners
California
$12K
BKA
668
Brick & Kyle Associates
Pennsylvania
$9K
CAM
669
Close Asset Management
United Kingdom
$9K +$9.39K +300 New
LF
670
Lee Financial
Texas
$8K
WPA
671
West Paces Advisors
Georgia
$7.05K -$845 -27 -11%
HFM
672
Hartford Financial Management
Connecticut
$7K
TSW
673
Thompson Siegel & Walmsley
Virginia
$7K
MAM
674
Meeder Asset Management
Ohio
$6K -$20.3K -648 -77%
TFO
675
Tarbox Family Office
California
$6K -$3.57K -114 -39%

EW Hedge Fund Activity: Q1 2017 in Review

690 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2017, worth a combined $16.6B — down 2.1% from $17B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new EW positions and 83 closed out — a net gain of 16 holders — while 206 added to existing stakes and 284 trimmed.

The largest buyer was BlackRock, adding an estimated $1.26B. The largest seller was Fidelity Investments, cutting an estimated $496M.

  • 690 institutional investors held Edwards Lifesciences (EW) as of Q1 2017, up from 686 in Q4 2016.
  • Funds reported $16.6B of Edwards Lifesciences stock for Q1 2017, down 2.1% quarter-over-quarter.
  • 99 funds opened new Edwards Lifesciences positions in Q1 2017 and 83 closed out, a net change of +16 holders.
  • The largest Edwards Lifesciences buyer in Q1 2017 was BlackRock, an estimated $1.26B added.
  • The largest Edwards Lifesciences seller in Q1 2017 was Fidelity Investments, an estimated $496M sold.

Based on aggregated 13F filings for Q1 2017.