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Edwards Lifesciences

874 hedge funds and large institutions have $26.8B invested in Edwards Lifesciences in 2018 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 252 increasing their positions, 336 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 94

3% more funds holding

Funds holding: 852874 (+22)

2.33% more ownership

Funds ownership: 251.82%254.16% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

3% less call options, than puts

Call options by funds: $120M | Put options by funds: $124M

12% less capital invested

Capital invested by funds: $30.6B → $26.8B (-$3.77B)

25% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 336

Holders
874
Holders Change
+22
Holders Change %
+2.58%
% of All Funds
19.47%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
123
Increased
252
Reduced
336
Closed
94
Calls
$120M
Puts
$124M
Net Calls
-$3.77M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
701
Duncker Streett & Co
Missouri
$194K
GWM
702
Geneos Wealth Management
Colorado
$185K
QCG
703
Quadrant Capital Group
Ohio
$182K +$18.4K +363 +11%
CFA
704
Carroll Financial Associates
North Carolina
$176K
AIM
705
Assured Investment Management
New York
$175K +$174K +3,435 New
RE
706
RBC Europe
United Kingdom
$165K
S
707
SignatureFD
Georgia
$164K +$43K +849 +36%
GRP
708
Global Retirement Partners
California
$162K +$15.2K +300 +10%
O
709
Ossiam
France
$161K +$160K +3,162 New
CC
710
Claybrook Capital
Massachusetts
$156K +$155K +3,057 New
WDL
711
Well Done LLC
Michigan
$156K +$155K +3,057 New
Carson Wealth (CWM LLC)
712
Carson Wealth (CWM LLC)
Nebraska
$155K +$28.2K +558 +22%
RWA
713
Ropes Wealth Advisors
Massachusetts
$155K +$29K +573 +23%
SOAMC
714
Spirit of America Management Corp
New York
$153K
SIAS
715
Shine Investment Advisory Services
Colorado
$142K -$30.8K -609 -18%
Acadian Asset Management
716
Acadian Asset Management
Massachusetts
$142K +$140K +2,772 New
FANJ
717
Financial Architects (New Jersey)
New Jersey
$138K -$15.2K -300 -10%
CAW
718
Cornerstone Advisors (Washington)
Washington
$133K +$6.22K +123 +5%
PMFA
719
Plante Moran Financial Advisors
Michigan
$127K -$6.22K -123 -5%
BAM
720
Belpointe Asset Management
Nevada
$121K -$455K -9,000 -79%
LFASL
721
Lugano Financial Advisors SA (LFA)
Switzerland
$121K
PFO
722
Pathstone Family Office
New Jersey
$116K +$115K +2,277 New
JFGIW
723
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$111K
BOPW
724
Brandywine Oak Private Wealth
Pennsylvania
$111K +$111K +2,193 New
CAPTRUST Financial Advisors
725
CAPTRUST Financial Advisors
North Carolina
$110K -$63.8K -1,260 -37%

EW Hedge Fund Activity: Q4 2018 in Review

874 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2018, worth a combined $26.8B — down 12% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new EW positions and 94 closed out — a net gain of 29 holders — while 252 added to existing stakes and 336 trimmed.

The largest buyer was Jennison Associates, adding an estimated $405M. The largest seller was Winslow Capital Management, cutting an estimated $214M.

  • 874 institutional investors held Edwards Lifesciences (EW) as of Q4 2018, up from 852 in Q3 2018.
  • Funds reported $26.8B of Edwards Lifesciences stock for Q4 2018, down 12% quarter-over-quarter.
  • 123 funds opened new Edwards Lifesciences positions in Q4 2018 and 94 closed out, a net change of +29 holders.
  • The largest Edwards Lifesciences buyer in Q4 2018 was Jennison Associates, an estimated $405M added.
  • The largest Edwards Lifesciences seller in Q4 2018 was Winslow Capital Management, an estimated $214M sold.

Based on aggregated 13F filings for Q4 2018.