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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
ATC
676
Argent Trust Co
Tennessee
$227K -$71K -1,452 -27%
H
677
HoyleCohen
California
$227K +$191K +3,906 New
CSS
678
Cubist Systematic Strategies
Connecticut
$226K -$92.9K -1,899 -33%
CWM
679
Catamount Wealth Management
Connecticut
$226K +$191K +3,900 New
Parallax Volatility Advisers
680
Parallax Volatility Advisers
California
$225K -$2.35M -47,955 -93%
OC
681
Oakworth Capital
Alabama
$223K
BW
682
Bison Wealth
Georgia
$221K +$186K +3,807 New
DSC
683
Duncker Streett & Co
Missouri
$220K
MWM
684
Meridian Wealth Management
Kentucky
$218K +$183K +3,750 New
GWM
685
Geneos Wealth Management
Colorado
$214K +$20.8K +426 +13%
ET
686
Equitable Trust
Tennessee
$212K +$179K +3,660 New
MLFP
687
MPS Loria Financial Planners
Illinois
$212K +$179K +3,660 New
RAM
688
Roanoke Asset Management
New Jersey
$209K +$176K +3,600 New
SGAM
689
Steinberg Global Asset Management
Florida
$209K +$176K +3,600 New
HB
690
Homrich & Berg
Georgia
$209K +$176K +3,606 New
MIM
691
Manitou Investment Management
Ontario, Canada
$207K +$174K +3,564 New
CFA
692
Carroll Financial Associates
North Carolina
$205K
IWM
693
IHT Wealth Management
Illinois
$205K +$173K +3,534 New
LSAG
694
Lake Street Advisors Group
New Hampshire
$203K +$171K +3,501 New
AC
695
Alexandria Capital
Virginia
$202K +$170K +3,477 New
CWM
696
Chesapeake Wealth Management
Virginia
$202K +$170K +3,480 New
HA
697
Hamel Associates
New Jersey
$200K +$169K +3,450 New
CAPTRUST Financial Advisors
698
CAPTRUST Financial Advisors
North Carolina
$198K -$61.6K -1,260 -27%
SIAS
699
Shine Investment Advisory Services
Colorado
$197K -$22.4K -459 -12%
YWP
700
YorkBridge Wealth Partners
New York
$196K -$51.4K -1,050 -23%

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.