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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
JFGIW
701
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$109K -$169K -3,900 -63%
OIA
702
OneDigital Investment Advisors
Kansas
$102K -$57.3K -1,320 -38%
EMG
703
ETF Managers Group
New Jersey
$101K +$12K +276 +14%
LWM
704
Lenox Wealth Management
Ohio
$97K +$33K +759 +57%
AF
705
Allworth Financial
California
$94K
CPIG
706
Chicago Partners Investment Group
Illinois
$93K
CAW
707
Cornerstone Advisors (Washington)
Washington
$93K
Carson Wealth (CWM LLC)
708
Carson Wealth (CWM LLC)
Nebraska
$91K -$130 -3 -0.2%
TL
709
TrueWealth LLC
Georgia
$90K +$3.39K +78 +4%
LWS
710
Lucia Wealth Services
California
$90K +$83.6K +1,926 New
CTC
711
Central Trust Company
Missouri
$89K
PO
712
Private Ocean
California
$87K +$55.9K +1,287 +213%
CAGAS
713
Capital Advisory Group Advisory Services
Minnesota
$85K +$79.7K +1,836 New
SIS
714
Sound Income Strategies
Florida
$80K
HI
715
Hudock Inc
Pennsylvania
$78K
HFP
716
Holistic Financial Partners
Indiana
$74K -$13.9K -321 -17%
S
717
SignatureFD
Georgia
$69K +$64.6K +1,488 New
GLI
718
Guardian Life Insurance
New York
$68K -$25.5K -588 -29%
PWM
719
Perigon Wealth Management
California
$67K +$62.3K +1,434 New
PWAG
720
Polaris Wealth Advisory Group
California
$67K +$62.5K +1,440 New
VFA
721
Valeo Financial Advisors
Indiana
$65K
KPCM
722
Kings Point Capital Management
New York
$63K
IFAM
723
Institutional & Family Asset Management
Colorado
$63K +$58.6K +1,350 New
WIM
724
Westside Investment Management
California
$63K
NIM
725
NuWave Investment Management
New Jersey
$62K -$15.1K -348 -20%

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.