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Edwards Lifesciences

720 hedge funds and large institutions have $20.8B invested in Edwards Lifesciences in 2017 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 227 increasing their positions, 287 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

67% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 52

25% more capital invested

Capital invested by funds: $16.6B → $20.8B (+$4.22B)

4% more funds holding

Funds holding: 690720 (+30)

2.64% more ownership

Funds ownership: 249.22%251.86% (+2.6%)

21% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 287

33% less call options, than puts

Call options by funds: $62.5M | Put options by funds: $93.9M

Holders
720
Holders Change
+30
Holders Change %
+4.35%
% of All Funds
17.95%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.35%
New
87
Increased
227
Reduced
287
Closed
52
Calls
$62.5M
Puts
$93.9M
Net Calls
-$31.4M
Net Calls Change
+$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
51
Allianz Asset Management
Germany
$73.4M -$6.3M -172,575 -8%
DZ Bank
52
DZ Bank
Germany
$73.2M -$96.8K -2,652 -0.1%
PHS
53
PFM Health Sciences
California
$72.7M +$17.3M +474,135 +35%
UBS AM
54
UBS AM
Illinois
$72.3M +$4.04M +110,808 +6%
Deutsche Bank
55
Deutsche Bank
Germany
$72.2M -$8.13M -222,771 -11%
JIM
56
Jupiter Investment Management
United Kingdom
$71.1M +$18M +491,808 +37%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$71M +$136K +3,729 +0.2%
Dimensional Fund Advisors
58
Dimensional Fund Advisors
Texas
$70M +$440K +12,042 +0.7%
Primecap Management
59
Primecap Management
California
$66.2M
GC
60
Guggenheim Capital
Illinois
$65.4M -$4.87M -133,344 -7%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$64.2M -$17.6M -481,560 -23%
Victory Capital Management
62
Victory Capital Management
Texas
$63.1M +$389K +10,662 +0.7%
JP Morgan Chase
63
JP Morgan Chase
New York
$62.8M -$889K -24,363 -2%
Adage Capital Partners
64
Adage Capital Partners
Massachusetts
$62.4M +$35.1M +962,310 +155%
William Blair & Company
65
William Blair & Company
Illinois
$60.4M +$6.37M +174,441 +13%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$60.2M +$5.23M +143,397 +10%
PPA
67
Parametric Portfolio Associates
Washington
$58.8M +$16.3M +446,496 +43%
CCI
68
Columbus Circle Investors
$58M +$3.23M +88,593 +6%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$56.9M -$2.67M -73,278 -5%
Principal Financial Group
70
Principal Financial Group
Iowa
$55.1M +$15.1M +412,929 +42%
BNP Paribas Asset Management
71
BNP Paribas Asset Management
France
$55M -$14.5M -396,666 -22%
CS
72
Credit Suisse
Switzerland
$54.7M -$10.6M -291,348 -17%
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$54.4M +$32.9K +900 +0.1%
Invesco
74
Invesco
Georgia
$54.4M +$21.2M +581,862 +73%
Point72 Asset Management
75
Point72 Asset Management
Connecticut
$52.8M +$36.5M +999,975 +295%

EW Hedge Fund Activity: Q2 2017 in Review

720 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2017, worth a combined $20.8B — up 25% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new EW positions and 52 closed out — a net gain of 35 holders — while 227 added to existing stakes and 287 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $359M. The largest seller was Ameriprise, cutting an estimated $151M.

  • 720 institutional investors held Edwards Lifesciences (EW) as of Q2 2017, up from 690 in Q1 2017.
  • Funds reported $20.8B of Edwards Lifesciences stock for Q2 2017, up 25% quarter-over-quarter.
  • 87 funds opened new Edwards Lifesciences positions in Q2 2017 and 52 closed out, a net change of +35 holders.
  • The largest Edwards Lifesciences buyer in Q2 2017 was Bank of New York Mellon, an estimated $359M added.
  • The largest Edwards Lifesciences seller in Q2 2017 was Ameriprise, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2017.