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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
LF
701
Lee Financial
Texas
$10K
WTB
702
Washington Trust Bank
Washington
$9K -$18.2K -498 -67%
HFM
703
Hartford Financial Management
Connecticut
$9K
FC
704
Ferris Capital
Massachusetts
$9K +$7.88K +216 New
WPA
705
West Paces Advisors
Georgia
$8.87K
PCM
706
Prelude Capital Management
New York
$8K -$21.9K -600 -75%
MAM
707
Meeder Asset Management
Ohio
$8K
DE
708
Day & Ennis
Georgia
$8K +$7.56K +207 New
TFO
709
Tarbox Family Office
California
$7K
CBT
710
Capital Bank & Trust
California
$7K +$6.02K +165 New
FPFS
711
First Personal Financial Services
North Carolina
$6K +$2.19K +60 +63%
CCM
712
Cribstone Capital Management
Maine
$5K
RIA
713
RPG Investment Advisory
California
$5K +$4.38K +120 New
ZB
714
Zions Bancorporation
Utah
$4K -$219 -6 -6%
MWM
715
MinichMacGregor Wealth Management
New York
$3K
BWM
716
Baystate Wealth Management
Massachusetts
$2K
MRCM
717
M&R Capital Management
New Jersey
$2K
IUHSA
718
Itau Unibanco Holding S.A.
Brazil
$2K +$2.19K +60 New
EFSCE
719
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
GWS
720
Glassman Wealth Services
Virginia
$1K
PFGIA
721
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$767 +21 New
Walleye Trading
722
Walleye Trading
New York
$315 -$483K -13,230 -62%
IWM
723
IHT Wealth Management
Illinois
$1 +$10.9K +300 +23%
BCM
724
Bridgeway Capital Management
Texas
-$7.81M -249,000 Closed
SIP
725
Stoneridge Investment Partners
Pennsylvania
-$7.79M -248,391 Closed

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.