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Edwards Lifesciences

838 hedge funds and large institutions have $25.5B invested in Edwards Lifesciences in 2018 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 286 increasing their positions, 314 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 54

11% more call options, than puts

Call options by funds: $152M | Put options by funds: $136M

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

3% more funds holding

Funds holding: 815838 (+23)

5% more capital invested

Capital invested by funds: $24.3B → $25.5B (+$1.16B)

0.55% more ownership

Funds ownership: 249.42%249.97% (+0.55%)

9% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 314

Holders
838
Holders Change
+23
Holders Change %
+2.82%
% of All Funds
19.18%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.5%
New
82
Increased
286
Reduced
314
Closed
54
Calls
$152M
Puts
$136M
Net Calls
+$15.6M
Net Calls Change
-$6.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
651
Laurel Wealth Advisors (California)
California
$248K
BEAM
652
Baker Ellis Asset Management
Washington
$247K
LGC
653
Laurel Grove Capital
California
$247K
LCM
654
Liberty Capital Management
Michigan
$245K
PA
655
Pinnacle Associates
New York
$245K
WI
656
Wintrust Investments
Illinois
$244K -$81.2K -1,740 -26%
FFA
657
First Foundation Advisors
California
$244K -$3.5K -75 -1%
BIA
658
Biondo Investment Advisors
Pennsylvania
$244K
CA
659
Calton & Associates
Florida
$244K +$36.1K +774 +17%
CA
660
Cetera Advisors
Colorado
$243K -$5.6K -120 -2%
DC
661
Davenport & Co
Virginia
$242K +$232K +4,980 New
OAM
662
Oak Asset Management
California
$240K
SCA
663
Snowden Capital Advisors
New York
$237K -$840 -18 -0.4%
NB
664
NBT Bank
New York
$235K
LCM
665
Logan Capital Management
Pennsylvania
$234K +$225K +4,821 New
Voloridge Investment Management
666
Voloridge Investment Management
Florida
$231K -$170K -3,648 -43%
SP
667
SWS Partners
Ohio
$229K +$220K +4,722 New
BBA
668
BLB&B Advisors
Pennsylvania
$227K -$84K -1,800 -28%
CAPTRUST Financial Advisors
669
CAPTRUST Financial Advisors
North Carolina
$227K -$81.5K -1,746 -27%
TA
670
Tiedemann Advisors
New York
$226K -$296K -6,339 -58%
HFA
671
Huber Financial Advisors
Illinois
$225K
BOS
672
Bingham Osborn & Scarborough
California
$224K +$8.68K +186 +4%
AWM
673
AE Wealth Management
Kansas
$221K +$212K +4,545 New
CC
674
Cedar Capital
Illinois
$219K +$210K +4,506 New
FA
675
Fortis Advisors
Pennsylvania
$218K

EW Hedge Fund Activity: Q2 2018 in Review

838 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2018, worth a combined $25.5B — up 4.8% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new EW positions and 54 closed out — a net gain of 28 holders — while 286 added to existing stakes and 314 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $233M. The largest seller was Goldman Sachs, cutting an estimated $88.9M.

  • 838 institutional investors held Edwards Lifesciences (EW) as of Q2 2018, up from 815 in Q1 2018.
  • Funds reported $25.5B of Edwards Lifesciences stock for Q2 2018, up 4.8% quarter-over-quarter.
  • 82 funds opened new Edwards Lifesciences positions in Q2 2018 and 54 closed out, a net change of +28 holders.
  • The largest Edwards Lifesciences buyer in Q2 2018 was Fidelity Investments, an estimated $233M added.
  • The largest Edwards Lifesciences seller in Q2 2018 was Goldman Sachs, an estimated $88.9M sold.

Based on aggregated 13F filings for Q2 2018.