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Edwards Lifesciences

816 hedge funds and large institutions have $24.3B invested in Edwards Lifesciences in 2018 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 237 increasing their positions, 311 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 68

62% more funds holding in top 10

Funds holding in top 10: 1321 (+8)

24% more capital invested

Capital invested by funds: $19.6B → $24.3B (+$4.79B)

24% more call options, than puts

Call options by funds: $112M | Put options by funds: $90.4M

6% more funds holding

Funds holding: 773816 (+43)

2.95% more ownership

Funds ownership: 246.48%249.42% (+2.9%)

24% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 311

Holders
816
Holders Change
+43
Holders Change %
+5.56%
% of All Funds
18.7%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.48%
New
118
Increased
237
Reduced
311
Closed
68
Calls
$112M
Puts
$90.4M
Net Calls
+$22M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$79.8M -$8.5M -195,768 -10%
CIP
52
Champlain Investment Partners
Vermont
$78.7M +$8.3M +191,055 +13%
PPA
53
Parametric Portfolio Associates
Washington
$78.3M +$3.51M +80,757 +5%
PHS
54
PFM Health Sciences
California
$78.1M -$43.4M -999,864 -37%
EAM
55
Eagle Asset Management
Florida
$75M +$5.84M +134,490 +9%
Primecap Management
56
Primecap Management
California
$74.6M +$4.56M +105,000 +7%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$74.6M -$1.5M -34,500 -2%
Millennium Management
58
Millennium Management
New York
$73.6M -$38M -874,113 -36%
DZ Bank
59
DZ Bank
Germany
$73.5M +$2.66M +61,347 +4%
Prudential Financial
60
Prudential Financial
New Jersey
$72.5M +$13.5M +310,224 +25%
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$67.3M +$23.5M +541,530 +60%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$65.4M -$1.51M -34,785 -2%
Invesco
63
Invesco
Georgia
$64.5M -$7.55M -173,844 -11%
Principal Financial Group
64
Principal Financial Group
Iowa
$64.4M +$3.08M +70,956 +5%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$63.5M -$4.32M -99,576 -7%
Mitsubishi UFJ Trust & Banking
66
Mitsubishi UFJ Trust & Banking
Japan
$63.3M +$425K +9,780 +0.7%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$62.1M -$9.37M -215,733 -14%
Two Sigma Investments
68
Two Sigma Investments
New York
$59.9M -$36.4M -838,500 -39%
Korea Investment Corp
69
Korea Investment Corp
South Korea
$56.7M +$1.34M +30,765 +3%
CS
70
Credit Suisse
Switzerland
$56M -$516K -11,874 -1%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$55M -$1.35M -31,008 -3%
PC
72
Polar Capital
United Kingdom
$53.7M
HJGA
73
Hardman Johnston Global Advisors
Connecticut
$52.2M -$666K -15,330 -1%
BNP Paribas Asset Management
74
BNP Paribas Asset Management
France
$52.1M -$20.3M -467,826 -29%
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$51.5M +$169K +3,900 +0.4%

EW Hedge Fund Activity: Q1 2018 in Review

816 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2018, worth a combined $24.3B — up 24% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new EW positions and 68 closed out — a net gain of 50 holders — while 237 added to existing stakes and 311 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $553M. The largest seller was AllianceBernstein, cutting an estimated $170M.

  • 816 institutional investors held Edwards Lifesciences (EW) as of Q1 2018, up from 773 in Q4 2017.
  • Funds reported $24.3B of Edwards Lifesciences stock for Q1 2018, up 24% quarter-over-quarter.
  • 118 funds opened new Edwards Lifesciences positions in Q1 2018 and 68 closed out, a net change of +50 holders.
  • The largest Edwards Lifesciences buyer in Q1 2018 was Fidelity Investments, an estimated $553M added.
  • The largest Edwards Lifesciences seller in Q1 2018 was AllianceBernstein, an estimated $170M sold.

Based on aggregated 13F filings for Q1 2018.