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Edwards Lifesciences

772 hedge funds and large institutions have $19.6B invested in Edwards Lifesciences in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 273 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 77

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

4% more funds holding

Funds holding: 739772 (+33)

1% more capital invested

Capital invested by funds: $19.3B → $19.6B (+$251M)

0% less call options, than puts

Call options by funds: $105M | Put options by funds: $105M

2% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 273

4.47% less ownership

Funds ownership: 250.94%246.47% (-4.5%)

Holders
772
Holders Change
+33
Holders Change %
+4.47%
% of All Funds
17.51%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.29%
New
113
Increased
267
Reduced
273
Closed
77
Calls
$105M
Puts
$105M
Net Calls
-$31K
Net Calls Change
+$31.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
651
TCI Wealth Advisors
Arizona
$113K
MPWT
652
MassMutual Private Wealth & Trust
Connecticut
$112K -$1.43M -38,844 -93%
EA
653
Edge Advisors
Georgia
$109K
GRP
654
Global Retirement Partners
California
$108K +$105K +2,868 New
EWM
655
Evercore Wealth Management
New York
$103K +$19.5K +531 +24%
PMFA
656
Plante Moran Financial Advisors
Michigan
$102K +$66.1K +1,800 +199%
CFA
657
Carroll Financial Associates
North Carolina
$96K
MAM
658
Meeder Asset Management
Ohio
$93K -$137K -3,744 -60%
DBT
659
Dubuque Bank & Trust
Iowa
$91K +$72.1K +1,965 +437%
PFA
660
Pathway Financial Advisors
Vermont
$90K +$87.7K +2,391 New
STA
661
Summit Trail Advisors
New York
$86K +$77K +2,097 New
APA
662
American Portfolios Advisors
New York
$85.8K +$83.8K +2,283 New
GLI
663
Guardian Life Insurance
New York
$77K +$22.7K +618 +43%
AF
664
Allworth Financial
California
$76K
CAW
665
Cornerstone Advisors (Washington)
Washington
$75K -$21.1K -576 -22%
CPIG
666
Chicago Partners Investment Group
Illinois
$75K
Carson Wealth (CWM LLC)
667
Carson Wealth (CWM LLC)
Nebraska
$74K +$3.19K +87 +5%
EMG
668
ETF Managers Group
New Jersey
$73K +$10.1K +276 +16%
SIS
669
Sound Income Strategies
Florida
$73K +$63.3K +1,725 New
CTC
670
Central Trust Company
Missouri
$72K +$9.47K +258 +16%
HFP
671
Holistic Financial Partners
Indiana
$72K +$70.5K +1,920 New
UMA
672
USA Mutuals Advisors
Texas
$71K +$68.3K +1,860 New
TL
673
TrueWealth LLC
Georgia
$69K +$67.8K +1,848 New
AssetMark Inc
674
AssetMark Inc
California
$67K -$5.72K -156 -8%
SQA
675
Simon Quick Advisors
New Jersey
$66K

EW Hedge Fund Activity: Q4 2017 in Review

772 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2017, worth a combined $19.6B — up 1.3% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new EW positions and 77 closed out — a net gain of 36 holders — while 267 added to existing stakes and 273 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $262M. The largest seller was Egerton Capital (UK), exiting entirely with an estimated $146M sold.

  • 772 institutional investors held Edwards Lifesciences (EW) as of Q4 2017, up from 739 in Q3 2017.
  • Funds reported $19.6B of Edwards Lifesciences stock for Q4 2017, up 1.3% quarter-over-quarter.
  • 113 funds opened new Edwards Lifesciences positions in Q4 2017 and 77 closed out, a net change of +36 holders.
  • The largest Edwards Lifesciences buyer in Q4 2017 was Bank of New York Mellon, an estimated $262M added.
  • The largest Edwards Lifesciences seller in Q4 2017 was Egerton Capital (UK), an estimated $146M sold.

Based on aggregated 13F filings for Q4 2017.