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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
MA
676
MUFG Americas
New York
$176K -$486K -11,184 -75%
DSC
677
Duncker Streett & Co
Missouri
$176K
SIC
678
Salem Investment Counselors
North Carolina
$166K
OC
679
Oakworth Capital
Alabama
$163K
GWM
680
Geneos Wealth Management
Colorado
$152K -$2.48K -57 -2%
WDL
681
Well Done LLC
Michigan
$152K +$142K +3,270 New
RE
682
RBC Europe
United Kingdom
$150K
QCG
683
Quadrant Capital Group
Ohio
$150K +$1.3K +30 +0.9%
NEI
684
Northwest & Ethical Investments
Ontario, Canada
$143K
CFA
685
Carroll Financial Associates
North Carolina
$141K +$20.8K +480 +19%
SOAMC
686
Spirit of America Management Corp
New York
$140K
TWA
687
TCI Wealth Advisors
Arizona
$140K
EA
688
Edge Advisors
Georgia
$134K
BWL
689
Bogart Wealth LLC
Virginia
$134K +$124K +2,856 New
GRP
690
Global Retirement Partners
California
$133K
FANJ
691
Financial Architects (New Jersey)
New Jersey
$126K -$111K -2,559 -49%
PMFA
692
Plante Moran Financial Advisors
Michigan
$126K
IWM
693
IHT Wealth Management
Illinois
$126K +$55.6K +1,281 +85%
SFG
694
SevenBridge Financial Group
Pennsylvania
$120K -$18.9K -435 -14%
SQA
695
Simon Quick Advisors
New Jersey
$119K +$42.3K +975 +62%
MAM
696
Meeder Asset Management
Ohio
$118K +$3.26K +75 +3%
DBT
697
Dubuque Bank & Trust
Iowa
$113K +$1.04K +24 +1%
APA
698
American Portfolios Advisors
New York
$111K +$4.82K +111 +5%
PFA
699
Pathway Financial Advisors
Vermont
$111K
OIA
700
Optimum Investment Advisors
Illinois
$110K +$102K +2,355 New

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.