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Edwards Lifesciences

720 hedge funds and large institutions have $20.8B invested in Edwards Lifesciences in 2017 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 227 increasing their positions, 287 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

67% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 52

25% more capital invested

Capital invested by funds: $16.6B → $20.8B (+$4.22B)

4% more funds holding

Funds holding: 690720 (+30)

2.64% more ownership

Funds ownership: 249.22%251.86% (+2.6%)

21% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 287

33% less call options, than puts

Call options by funds: $62.5M | Put options by funds: $93.9M

Holders
720
Holders Change
+30
Holders Change %
+4.35%
% of All Funds
17.95%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.35%
New
87
Increased
227
Reduced
287
Closed
52
Calls
$62.5M
Puts
$93.9M
Net Calls
-$31.4M
Net Calls Change
+$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
651
Perigon Wealth Management
California
$57K -$10.2K -279 -16%
GLI
652
Guardian Life Insurance
New York
$56K -$38K -1,041 -42%
WIM
653
Westside Investment Management
California
$52.1K +$4.71K +129 +11%
BTIS
654
BB&T Investment Services
North Carolina
$50K +$16.6K +456 +54%
FMTCOCP
655
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$47.7K
HCM
656
Highlander Capital Management
New Jersey
$47K
KTC
657
Kistler-Tiffany Companies
Pennsylvania
$47K
PFSC
658
Peoples Financial Services Corp
Pennsylvania
$47K
TCM
659
Tradewinds Capital Management
Washington
$47K
M
660
MOTCO
Texas
$47K +$18.3K +501 +73%
BWA
661
BDO Wealth Advisors
Florida
$47K +$43.8K +1,200 New
MUS
662
Mitsubishi UFJ Securities
Japan
$46K +$42.7K +1,170 New
FFC
663
First Financial Corp
Indiana
$44K -$9.86K -270 -19%
SFSIG
664
San Francisco Sentry Investment Group
California
$42K +$39.2K +1,074 New
RWA
665
Ropes Wealth Advisors
Massachusetts
$41K -$10.6K -291 -22%
PFPT
666
Pinnacle Financial Partners (Tennessee)
Tennessee
$41K +$38.3K +1,050 New
First Manhattan
667
First Manhattan
New York
$37K -$3.29K -90 -9%
ED
668
Exane Derivatives
France
$36.5K -$1.53K -42 -4%
AP
669
Atwood & Palmer
Missouri
$36K
PMFA
670
Plante Moran Financial Advisors
Michigan
$36K
GRP
671
Global Retirement Partners
California
$35K
LWM
672
Lenox Wealth Management
Ohio
$35K +$32.6K +894 New
HFM
673
Harvest Fund Management
China
$34K +$31.9K +873 New
OIA
674
OneDigital Investment Advisors
Kansas
$32K +$29.2K +801 New
RFA
675
Reilly Financial Advisors
California
$31K -$14.2K -390 -33%

EW Hedge Fund Activity: Q2 2017 in Review

720 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2017, worth a combined $20.8B — up 25% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new EW positions and 52 closed out — a net gain of 35 holders — while 227 added to existing stakes and 287 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $359M. The largest seller was Ameriprise, cutting an estimated $151M.

  • 720 institutional investors held Edwards Lifesciences (EW) as of Q2 2017, up from 690 in Q1 2017.
  • Funds reported $20.8B of Edwards Lifesciences stock for Q2 2017, up 25% quarter-over-quarter.
  • 87 funds opened new Edwards Lifesciences positions in Q2 2017 and 52 closed out, a net change of +35 holders.
  • The largest Edwards Lifesciences buyer in Q2 2017 was Bank of New York Mellon, an estimated $359M added.
  • The largest Edwards Lifesciences seller in Q2 2017 was Ameriprise, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2017.