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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
QCG
701
Quadrant Capital Group
Ohio
$188K
RE
702
RBC Europe
United Kingdom
$188K
TWA
703
TCI Wealth Advisors
Arizona
$174K -$3.52K -72 -2%
SOAMC
704
Spirit of America Management Corp
New York
$174K
FANJ
705
Financial Architects (New Jersey)
New Jersey
$174K +$14.7K +300 +11%
CWM
706
Cornerstone Wealth Management
Missouri
$173K -$11.7M -240,087 -81%
SFM
707
Signet Financial Management
New Jersey
$173K +$9.54K +195 +7%
GRP
708
Global Retirement Partners
California
$166K -$14.7K -300 -9%
PMFA
709
Plante Moran Financial Advisors
Michigan
$151K
AIL
710
AGF Investments LLC
Ontario, Canada
$149K -$380K -7,776 -75%
JG
711
Jefferies Group
New York
$145K +$22.7K +465 +23%
Carson Wealth (CWM LLC)
712
Carson Wealth (CWM LLC)
Nebraska
$144K -$1.03K -21 -0.8%
CAW
713
Cornerstone Advisors (Washington)
Washington
$144K +$17.8K +363 +17%
CPH
714
C Partners Holding
Switzerland
$143K -$130K -2,661 -52%
RWA
715
Ropes Wealth Advisors
Massachusetts
$143K -$27.1K -555 -18%
LWS
716
Lucia Wealth Services
California
$143K +$13.5K +276 +13%
SFG
717
SevenBridge Financial Group
Pennsylvania
$142K
DBT
718
Dubuque Bank & Trust
Iowa
$140K -$1.17K -24 -1%
EMG
719
ETF Managers Group
New Jersey
$139K -$754K -15,417 -87%
S
720
SignatureFD
Georgia
$137K -$5.58K -114 -5%
LWM
721
Lenox Wealth Management
Ohio
$127K -$147 -3 -0.1%
JFGIW
722
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$126K
APA
723
American Portfolios Advisors
New York
$125K +$3.67K +75 +4%
PCG
724
Private Capital Group
Connecticut
$123K -$9.98K -204 -9%
PCIA
725
Prime Capital Investment Advisors
Kansas
$123K +$88.2K +1,803 +578%

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.