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Edwards Lifesciences

690 hedge funds and large institutions have $16.6B invested in Edwards Lifesciences in 2017 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 206 increasing their positions, 284 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 83

1% more funds holding

Funds holding: 686690 (+4)

2% less capital invested

Capital invested by funds: $17B → $16.6B (-$364M)

4.79% less ownership

Funds ownership: 254.01%249.22% (-4.8%)

27% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 284

34% less call options, than puts

Call options by funds: $71.2M | Put options by funds: $107M

50% less funds holding in top 10

Funds holding in top 10: 147 (-7)

Holders
690
Holders Change
+4
Holders Change %
+0.58%
% of All Funds
17.18%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.17%
New
99
Increased
206
Reduced
284
Closed
83
Calls
$71.2M
Puts
$107M
Net Calls
-$36.2M
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Artisan Partners
51
Artisan Partners
Wisconsin
$63.1M +$63M +2,012,244 New
Capital Research Global Investors
52
Capital Research Global Investors
California
$61.1M -$346M -11,059,908 -85%
AAMU
53
Amundi Asset Management US
Massachusetts
$60.9M -$81.3M -2,595,606 -57%
Charles Schwab
54
Charles Schwab
California
$60.1M +$3.2M +102,276 +6%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$59.3M -$10M -320,586 -15%
DZ Bank
56
DZ Bank
Germany
$58.3M -$21.6K -690 -0%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$56.4M -$2.89M -92,211 -5%
BNP Paribas Asset Management
58
BNP Paribas Asset Management
France
$56.2M +$11.8M +378,264 +27%
GC
59
Guggenheim Capital
Illinois
$56.2M +$2.39M +76,386 +4%
Dimensional Fund Advisors
60
Dimensional Fund Advisors
Texas
$55.3M -$277K -8,832 -0.5%
UBS AM
61
UBS AM
Illinois
$54M +$3.91M +124,908 +8%
Primecap Management
62
Primecap Management
California
$52.7M
CS
63
Credit Suisse
Switzerland
$52.7M +$1.68M +53,754 +3%
EVM
64
Eaton Vance Management
Massachusetts
$51.2M +$22.5M +719,583 +79%
JP Morgan Chase
65
JP Morgan Chase
New York
$50.7M -$12.4M -397,518 -20%
Victory Capital Management
66
Victory Capital Management
Texas
$49.8M -$11.9M -379,395 -19%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$47.6M -$392K -12,507 -0.8%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$43.4M +$94 +3 +0%
CCI
69
Columbus Circle Investors
$43.4M -$83.4M -2,664,738 -66%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$43.3M +$770K +24,600 +2%
PHS
71
PFM Health Sciences
California
$43M -$37.9M -1,211,871 -47%
Alyeska Investment Group
72
Alyeska Investment Group
Illinois
$42.7M +$42.6M +1,360,407 New
William Blair & Company
73
William Blair & Company
Illinois
$42.6M +$10.2M +324,957 +31%
JIM
74
Jupiter Investment Management
United Kingdom
$41.2M -$9.77M -312,042 -19%
Prudential Financial
75
Prudential Financial
New Jersey
$41.1M +$7.47M +238,560 +22%

EW Hedge Fund Activity: Q1 2017 in Review

690 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2017, worth a combined $16.6B — down 2.1% from $17B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new EW positions and 83 closed out — a net gain of 16 holders — while 206 added to existing stakes and 284 trimmed.

The largest buyer was BlackRock, adding an estimated $1.26B. The largest seller was Fidelity Investments, cutting an estimated $496M.

  • 690 institutional investors held Edwards Lifesciences (EW) as of Q1 2017, up from 686 in Q4 2016.
  • Funds reported $16.6B of Edwards Lifesciences stock for Q1 2017, down 2.1% quarter-over-quarter.
  • 99 funds opened new Edwards Lifesciences positions in Q1 2017 and 83 closed out, a net change of +16 holders.
  • The largest Edwards Lifesciences buyer in Q1 2017 was BlackRock, an estimated $1.26B added.
  • The largest Edwards Lifesciences seller in Q1 2017 was Fidelity Investments, an estimated $496M sold.

Based on aggregated 13F filings for Q1 2017.