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Edwards Lifesciences

852 hedge funds and large institutions have $30.6B invested in Edwards Lifesciences in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 271 increasing their positions, 325 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $374M | Put options by funds: $244M

30% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 70

20% more capital invested

Capital invested by funds: $25.5B → $30.6B (+$5.08B)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

1.86% more ownership

Funds ownership: 249.97%251.82% (+1.9%)

2% more funds holding

Funds holding: 838852 (+14)

17% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 325

Holders
852
Holders Change
+14
Holders Change %
+1.67%
% of All Funds
19.48%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.53%
New
91
Increased
271
Reduced
325
Closed
70
Calls
$374M
Puts
$244M
Net Calls
+$129M
Net Calls Change
+$114M
Name Holding Trade Value Shares
Change
Change in
Stake
BOS
651
Bingham Osborn & Scarborough
California
$268K
CICI
652
Capital Investment Counsel Inc
North Carolina
$266K +$11K +225 +5%
DWM
653
Destination Wealth Management
California
$265K +$214K +4,377 +2,280%
BFM
654
Boston Financial Management
Massachusetts
$264K +$223K +4,557 New
CAN
655
Cetera Advisor Networks
California
$263K +$14.2K +291 +7%
FA
656
Fortis Advisors
Pennsylvania
$261K
MIFH
657
Migdal Insurance & Financial Holdings
Israel
$260K +$129K +2,640 +143%
FL
658
Fort LP
Maryland
$259K +$148K +3,036 +212%
IWC
659
Integrated Wealth Concepts
Massachusetts
$257K +$12.8K +261 +6%
CIAS
660
Capital Investment Advisory Services
North Carolina
$253K
Lido Advisors
661
Lido Advisors
California
$253K +$214K +4,368 New
MAM
662
Meeder Asset Management
Ohio
$252K -$85.1K -1,740 -29%
AWM
663
AE Wealth Management
Kansas
$252K -$9.83K -201 -4%
BCM
664
BlueCrest Capital Management
Jersey
$249K -$1.1M -22,500 -84%
AWA
665
Arete Wealth Advisors
Illinois
$249K +$210K +4,299 New
PAA
666
Peregrine Asset Advisers
Oregon
$247K
TCM
667
Traynor Capital Management
Pennsylvania
$245K
ECM
668
Evergreen Capital Management
Washington
$240K +$202K +4,131 New
TA
669
Tiedemann Advisors
New York
$237K -$28.6K -585 -13%
BC
670
Burney Company
Virginia
$235K -$466K -9,525 -70%
SIC
671
Salem Investment Counselors
North Carolina
$235K
AAM
672
AR Asset Management
California
$233K +$197K +4,020 New
MPI
673
Mairs & Power Inc
Minnesota
$230K +$194K +3,960 New
BS
674
Banco Santander
Spain
$229K -$19.7M -403,806 -99%
FA
675
Fagan Associates
New York
$229K -$9.39K -192 -5%

EW Hedge Fund Activity: Q3 2018 in Review

852 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2018, worth a combined $30.6B — up 20% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new EW positions and 70 closed out — a net gain of 21 holders — while 271 added to existing stakes and 325 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $324M. The largest seller was Fidelity Investments, cutting an estimated $123M.

  • 852 institutional investors held Edwards Lifesciences (EW) as of Q3 2018, up from 838 in Q2 2018.
  • Funds reported $30.6B of Edwards Lifesciences stock for Q3 2018, up 20% quarter-over-quarter.
  • 91 funds opened new Edwards Lifesciences positions in Q3 2018 and 70 closed out, a net change of +21 holders.
  • The largest Edwards Lifesciences buyer in Q3 2018 was Capital Research Global Investors, an estimated $324M added.
  • The largest Edwards Lifesciences seller in Q3 2018 was Fidelity Investments, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2018.