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Edwards Lifesciences

816 hedge funds and large institutions have $24.3B invested in Edwards Lifesciences in 2018 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 237 increasing their positions, 311 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 68

62% more funds holding in top 10

Funds holding in top 10: 1321 (+8)

24% more capital invested

Capital invested by funds: $19.6B → $24.3B (+$4.79B)

24% more call options, than puts

Call options by funds: $112M | Put options by funds: $90.4M

6% more funds holding

Funds holding: 773816 (+43)

2.95% more ownership

Funds ownership: 246.48%249.42% (+2.9%)

24% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 311

Holders
816
Holders Change
+43
Holders Change %
+5.56%
% of All Funds
18.7%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.48%
New
118
Increased
237
Reduced
311
Closed
68
Calls
$112M
Puts
$90.4M
Net Calls
+$22M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
BS
651
Banco Santander
Spain
$232K -$6.96M -160,278 -97%
OAM
652
Oak Asset Management
California
$230K +$215K +4,953 New
WA
653
WESPAC Advisors
California
$229K +$214K +4,929 New
SCA
654
Snowden Capital Advisors
New York
$228K +$213K +4,899 New
NB
655
NBT Bank
New York
$225K +$210K +4,836 New
VAM
656
Visionary Asset Management
Texas
$224K +$213K +4,914 New
RWML
657
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$223K +$1.56K +36 +0.8%
LNC
658
Lincoln National Corp
Pennsylvania
$221K -$159K -3,669 -44%
LP
659
LMR Partners
United Kingdom
$218K
HFA
660
Huber Financial Advisors
Illinois
$216K +$202K +4,650 New
CIAS
661
Capital Investment Advisory Services
North Carolina
$210K +$196K +4,515 New
FA
662
Fortis Advisors
Pennsylvania
$209K
YWP
663
YorkBridge Wealth Partners
New York
$209K +$65.1K +1,500 +50%
FAAS
664
First Allied Advisory Services
California
$209K +$196K +4,503 New
CA
665
Calton & Associates
Florida
$207K +$193K +4,455 New
CAN
666
Cetera Advisor Networks
California
$206K +$192K +4,416 New
BOS
667
Bingham Osborn & Scarborough
California
$206K +$193K +4,437 New
SW
668
SVB Wealth
Massachusetts
$205K +$192K +4,416 New
PAA
669
Peregrine Asset Advisers
Oregon
$204K +$191K +4,389 New
VCA
670
Verdence Capital Advisors
Maryland
$203K +$189K +4,356 New
AIM
671
Advantage Investment Management
Iowa
$198K
ME
672
McIlrath & Eck
Washington
$187K +$175K +4,026 New
C
673
Cerebellum
California
$186K +$26.2K +603 +18%
SIAS
674
Shine Investment Advisory Services
Colorado
$182K
MSA
675
Marino Stram & Associates
Massachusetts
$181K

EW Hedge Fund Activity: Q1 2018 in Review

816 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2018, worth a combined $24.3B — up 24% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new EW positions and 68 closed out — a net gain of 50 holders — while 237 added to existing stakes and 311 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $553M. The largest seller was AllianceBernstein, cutting an estimated $170M.

  • 816 institutional investors held Edwards Lifesciences (EW) as of Q1 2018, up from 773 in Q4 2017.
  • Funds reported $24.3B of Edwards Lifesciences stock for Q1 2018, up 24% quarter-over-quarter.
  • 118 funds opened new Edwards Lifesciences positions in Q1 2018 and 68 closed out, a net change of +50 holders.
  • The largest Edwards Lifesciences buyer in Q1 2018 was Fidelity Investments, an estimated $553M added.
  • The largest Edwards Lifesciences seller in Q1 2018 was AllianceBernstein, an estimated $170M sold.

Based on aggregated 13F filings for Q1 2018.