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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
YWP
676
YorkBridge Wealth Partners
New York
$218K
SW
677
SVB Wealth
Massachusetts
$214K
CIAS
678
Capital Investment Advisory Services
North Carolina
$212K -$7K -150 -3%
CAG
679
Csenge Advisory Group
Florida
$211K +$201K +4,317 New
CICI
680
Capital Investment Counsel Inc
North Carolina
$211K +$203K +4,350 New
VCA
681
Verdence Capital Advisors
Maryland
$210K -$1.4K -30 -0.7%
AIM
682
Advantage Investment Management
Iowa
$207K
IWC
683
Integrated Wealth Concepts
Massachusetts
$207K +$199K +4,257 New
BAC
684
Boys Arnold & Co
North Carolina
$207K +$199K +4,266 New
CAN
685
Cetera Advisor Networks
California
$206K -$7.42K -159 -4%
PAA
686
Peregrine Asset Advisers
Oregon
$206K -$6.16K -132 -3%
TCM
687
Traynor Capital Management
Pennsylvania
$206K +$197K +4,230 New
FA
688
Fagan Associates
New York
$201K +$193K +4,137 New
SIC
689
Salem Investment Counselors
North Carolina
$197K +$18.2K +390 +11%
BSAM
690
Blue Sky Asset Management
Colorado
$192K +$185K +3,960 New
SIAS
691
Shine Investment Advisory Services
Colorado
$187K -$3.22K -69 -2%
OC
692
Oakworth Capital
Alabama
$186K
DSC
693
Duncker Streett & Co
Missouri
$184K
CFA
694
Carroll Financial Associates
North Carolina
$172K +$23.8K +510 +17%
QCG
695
Quadrant Capital Group
Ohio
$159K
GWM
696
Geneos Wealth Management
Colorado
$158K
RE
697
RBC Europe
United Kingdom
$157K
GRP
698
Global Retirement Partners
California
$154K +$14K +300 +10%
NEI
699
Northwest & Ethical Investments
Ontario, Canada
$149K
TWA
700
TCI Wealth Advisors
Arizona
$149K +$3.36K +72 +2%

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.