We are live on ! Find out more
EW icon

Edwards Lifesciences

772 hedge funds and large institutions have $19.6B invested in Edwards Lifesciences in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 273 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 77

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

4% more funds holding

Funds holding: 739772 (+33)

1% more capital invested

Capital invested by funds: $19.3B → $19.6B (+$251M)

0% less call options, than puts

Call options by funds: $105M | Put options by funds: $105M

2% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 273

4.47% less ownership

Funds ownership: 250.94%246.47% (-4.5%)

Holders
772
Holders Change
+33
Holders Change %
+4.47%
% of All Funds
17.51%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.29%
New
113
Increased
267
Reduced
273
Closed
77
Calls
$105M
Puts
$105M
Net Calls
-$31K
Net Calls Change
+$31.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$67.9M +$1.23M +33,462 +2%
Dimensional Fund Advisors
52
Dimensional Fund Advisors
Texas
$67.5M +$575K +15,675 +0.9%
JIM
53
Jupiter Investment Management
United Kingdom
$66.9M -$55.9M -1,522,101 -46%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$63.1M +$10.7K +291 +0%
Adage Capital Partners
55
Adage Capital Partners
Massachusetts
$61.7M +$35.4M +965,250 +142%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$61.5M +$1.77M +48,300 +3%
PPA
57
Parametric Portfolio Associates
Washington
$60.2M +$84.4K +2,301 +0.1%
BNP Paribas Asset Management
58
BNP Paribas Asset Management
France
$59.7M -$1.39M -37,935 -2%
Invesco
59
Invesco
Georgia
$58.6M +$1.52M +41,460 +3%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$58.3M -$74.8M -2,038,527 -57%
DZ Bank
61
DZ Bank
Germany
$57.1M -$14.3M -390,351 -20%
Deutsche Bank
62
Deutsche Bank
Germany
$57M -$42.9M -1,168,773 -43%
CIP
63
Champlain Investment Partners
Vermont
$56.4M +$55.1M +1,501,020 New
Primecap Management
64
Primecap Management
California
$56.4M -$2.8M -76,200 -5%
EAM
65
Eagle Asset Management
Florida
$56.3M +$5.11M +139,224 +10%
William Blair & Company
66
William Blair & Company
Illinois
$55.2M -$1.54M -41,889 -3%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$55M +$3.3M +89,973 +7%
Jennison Associates
68
Jennison Associates
New York
$54.6M -$60.4M -1,646,691 -53%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$54.1M -$4M -108,948 -7%
Mitsubishi UFJ Trust & Banking
70
Mitsubishi UFJ Trust & Banking
Japan
$50.8M +$2.54M +69,135 +5%
Principal Financial Group
71
Principal Financial Group
Iowa
$49.4M -$2.98M -81,075 -6%
Victory Capital Management
72
Victory Capital Management
Texas
$47.5M -$15M -408,939 -24%
Prudential Financial
73
Prudential Financial
New Jersey
$47.1M +$2.03M +55,350 +5%
CS
74
Credit Suisse
Switzerland
$45.7M +$1.98M +53,985 +5%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$45.6M +$1.21M +32,943 +3%

EW Hedge Fund Activity: Q4 2017 in Review

772 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2017, worth a combined $19.6B — up 1.3% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new EW positions and 77 closed out — a net gain of 36 holders — while 267 added to existing stakes and 273 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $262M. The largest seller was Egerton Capital (UK), exiting entirely with an estimated $146M sold.

  • 772 institutional investors held Edwards Lifesciences (EW) as of Q4 2017, up from 739 in Q3 2017.
  • Funds reported $19.6B of Edwards Lifesciences stock for Q4 2017, up 1.3% quarter-over-quarter.
  • 113 funds opened new Edwards Lifesciences positions in Q4 2017 and 77 closed out, a net change of +36 holders.
  • The largest Edwards Lifesciences buyer in Q4 2017 was Bank of New York Mellon, an estimated $262M added.
  • The largest Edwards Lifesciences seller in Q4 2017 was Egerton Capital (UK), an estimated $146M sold.

Based on aggregated 13F filings for Q4 2017.