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Edwards Lifesciences

921 hedge funds and large institutions have $32B invested in Edwards Lifesciences in 2019 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 296 increasing their positions, 357 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $224M | Put options by funds: $169M

14% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 83

0% less funds holding

Funds holding: 922921 (-1)

5% less capital invested

Capital invested by funds: $33.6B → $32B (-$1.61B)

3.87% less ownership

Funds ownership: 253.32%249.45% (-3.9%)

16% less funds holding in top 10

Funds holding in top 10: 2521 (-4)

17% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 357

Holders
921
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
20%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.46%
New
95
Increased
296
Reduced
357
Closed
83
Calls
$224M
Puts
$169M
Net Calls
+$55.7M
Net Calls Change
+$28.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BBA
701
BLB&B Advisors
Pennsylvania
$288K
HFA
702
Huber Financial Advisors
Illinois
$286K
BOS
703
Bingham Osborn & Scarborough
California
$286K +$1.45K +24 +0.5%
OC
704
Oakworth Capital
Alabama
$286K +$49K +810 +21%
BFS
705
Bradley Foster & Sargent
Connecticut
$284K -$18.1K -300 -6%
AWA
706
Arete Wealth Advisors
Illinois
$283K +$20.1K +333 +8%
CICI
707
Capital Investment Counsel Inc
North Carolina
$282K
SCA
708
Snowden Capital Advisors
New York
$282K -$23.9K -396 -8%
AIM
709
Advantage Investment Management
Iowa
$279K -$4.54K -75 -2%
FA
710
Fortis Advisors
Pennsylvania
$277K
NIT
711
NumerixS Investment Technologies
British Columbia, Canada
$277K +$272K +4,500 New
FDCDDQ
712
Federation des caisses Desjardins du Quebec
Quebec, Canada
$276K +$28.5K +471 +12%
CIA
713
Capital Investment Advisors
Georgia
$276K -$7.26K -120 -3%
BEAM
714
Baker Ellis Asset Management
Washington
$275K -$20.1K -333 -7%
SLG
715
Stanley-Laman Group
Pennsylvania
$271K +$266K +4,404 New
BBA
716
Braun-Bostich & Associates
Pennsylvania
$269K -$285K -4,716 -52%
WAS
717
WESPAC Advisors SoCal
California
$268K -$52.8K -873 -17%
TFS
718
Thoroughbred Financial Services
Tennessee
$268K +$26.3K +435 +11%
ECM
719
Evergreen Capital Management
Washington
$265K +$9.98K +165 +4%
SW
720
SVB Wealth
Massachusetts
$263K
RIA
721
Regal Investment Advisors
Michigan
$263K +$1.81K +30 +0.7%
PCA
722
Personal Capital Advisors
California
$263K +$11.1K +183 +4%
MC
723
Machina Capital
France
$263K +$259K +4,275 New
Simplex Trading
724
Simplex Trading
Illinois
$263K +$259K +4,278 New
EWA
725
Exencial Wealth Advisors
Oklahoma
$262K +$257K +4,254 New

EW Hedge Fund Activity: Q2 2019 in Review

921 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2019, worth a combined $32B — down 4.8% from $33.6B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new EW positions and 83 closed out — a net gain of 12 holders — while 296 added to existing stakes and 357 trimmed.

The largest buyer was Nuveen, adding an estimated $708M. The largest seller was Vanguard Group, cutting an estimated $525M.

  • 921 institutional investors held Edwards Lifesciences (EW) as of Q2 2019, down from 922 in Q1 2019.
  • Funds reported $32B of Edwards Lifesciences stock for Q2 2019, down 4.8% quarter-over-quarter.
  • 95 funds opened new Edwards Lifesciences positions in Q2 2019 and 83 closed out, a net change of +12 holders.
  • The largest Edwards Lifesciences buyer in Q2 2019 was Nuveen, an estimated $708M added.
  • The largest Edwards Lifesciences seller in Q2 2019 was Vanguard Group, an estimated $525M sold.

Based on aggregated 13F filings for Q2 2019.