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Edwards Lifesciences

772 hedge funds and large institutions have $19.6B invested in Edwards Lifesciences in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 273 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 77

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

4% more funds holding

Funds holding: 739772 (+33)

1% more capital invested

Capital invested by funds: $19.3B → $19.6B (+$251M)

0% less call options, than puts

Call options by funds: $105M | Put options by funds: $105M

2% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 273

4.47% less ownership

Funds ownership: 250.94%246.47% (-4.5%)

Holders
772
Holders Change
+33
Holders Change %
+4.47%
% of All Funds
17.51%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.29%
New
113
Increased
267
Reduced
273
Closed
77
Calls
$105M
Puts
$105M
Net Calls
-$31K
Net Calls Change
+$31.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
701
Ropes Wealth Advisors
Massachusetts
$39K -$3.3K -90 -8%
CTA
702
Carillon Tower Advisers
Florida
$37.3K +$36.4M +992,832 New
WA
703
WealthTrust-Arizona
Arizona
$37K +$14.8K +402 +68%
FFC
704
First Financial Corp
Indiana
$36K -$6.17K -168 -15%
PA
705
Parallel Advisors
California
$36K +$12.8K +348 +58%
CG
706
Cutler Group
California
$35K -$461K -12,555 -93%
AP
707
Atwood & Palmer
Missouri
$34K
HFM
708
Harvest Fund Management
China
$33K
JFA
709
JNBA Financial Advisors
Minnesota
$33K
WTB
710
Washington Trust Bank
Washington
$30K
MOS
711
MGO One Seven
Ohio
$29K +$28.4K +774 New
SWA
712
Sutton Wealth Advisors
Florida
$28.9K
TC
713
Trust Company
Kansas
$27K
GFP
714
Gryphon Financial Partners
Ohio
$27K +$26.8K +729 New
ST
715
Smithfield Trust
Pennsylvania
$27K +$26.9K +732 New
AF
716
Advisornet Financial
Minnesota
$25K +$24.1K +657 New
SPI
717
Santori & Peters Inc
Pennsylvania
$24K +$21.1K +576 New
PO
718
Private Ocean
California
$23K +$5.62K +153 +34%
KA
719
Kaizen Advisory
Illinois
$23K +$22.6K +615 New
VCM
720
Versant Capital Management
Arizona
$21K
FMB
721
Field & Main Bank
Kentucky
$21K +$20.1K +549 New
RFA
722
Reilly Financial Advisors
California
$19K -$11K -300 -38%
GBT
723
Grove Bank & Trust
Florida
$19K
FFG
724
Ford Financial Group
California
$19K +$18.4K +501 New
WTC
725
WhitTier Trust Company
Nevada
$18K

EW Hedge Fund Activity: Q4 2017 in Review

772 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2017, worth a combined $19.6B — up 1.3% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new EW positions and 77 closed out — a net gain of 36 holders — while 267 added to existing stakes and 273 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $262M. The largest seller was Egerton Capital (UK), exiting entirely with an estimated $146M sold.

  • 772 institutional investors held Edwards Lifesciences (EW) as of Q4 2017, up from 739 in Q3 2017.
  • Funds reported $19.6B of Edwards Lifesciences stock for Q4 2017, up 1.3% quarter-over-quarter.
  • 113 funds opened new Edwards Lifesciences positions in Q4 2017 and 77 closed out, a net change of +36 holders.
  • The largest Edwards Lifesciences buyer in Q4 2017 was Bank of New York Mellon, an estimated $262M added.
  • The largest Edwards Lifesciences seller in Q4 2017 was Egerton Capital (UK), an estimated $146M sold.

Based on aggregated 13F filings for Q4 2017.