We are live on ! Find out more
EW icon

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
JFA
676
JNBA Financial Advisors
Minnesota
$30K
SPIA
677
Steward Partners Investment Advisory
New York
$30K
SWA
678
Sutton Wealth Advisors
Florida
$28.7K +$438 +12 +2%
TC
679
Trust Company
Kansas
$28K
BBHC
680
Brown Brothers Harriman & Co
New York
$27K
PFBT
681
Parkside Financial Bank & Trust
Missouri
$27K +$8.87K +243 +55%
PHK
682
Point72 Hong Kong
Hong Kong
$24K -$34.7K -951 -61%
KF
683
Krilogy Financial
Missouri
$24K
NC
684
NewSquare Capital
Pennsylvania
$24K
PCP
685
Proficio Capital Partners
Massachusetts
$24K +$657 +18 +3%
FCB
686
First Command Bank
Texas
$24K +$21.9K +600 New
FCFS
687
First Command Financial Services
Texas
$24K +$21.9K +600 New
GEA
688
Glen Eagle Advisors
New Jersey
$23.6K +$2.74K +75 +14%
WA
689
WealthTrust-Arizona
Arizona
$23K -$1.53K -42 -7%
PA
690
Parallel Advisors
California
$23K -$110 -3 -0.5%
VCM
691
Versant Capital Management
Arizona
$22K -$2.41K -66 -10%
GAM
692
Gemmer Asset Management
California
$22K +$2.52K +69 +14%
GBT
693
Grove Bank & Trust
Florida
$20K +$12K +330 +183%
PO
694
Private Ocean
California
$18K -$76.9K -2,106 -82%
DBT
695
Dubuque Bank & Trust
Iowa
$18K
AAP
696
Arax Advisory Partners
Colorado
$16K
IP
697
Intellectus Partners
California
$15K
SA
698
SpiderRock Advisors
Delaware
$15K
WT
699
Whittier Trust
California
$14K -$9.86K -270 -43%
CAM
700
Close Asset Management
United Kingdom
$12K

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.