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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
CI
726
Cigna Investments
Connecticut
-$734K -23,514 Closed
FMT
727
First Mercantile Trust
Tennessee
-$583K -18,660 Closed
EP
728
Edgestream Partners
New Jersey
-$562K -17,982 Closed
CI
729
Cavalier Investments
Georgia
-$534K -17,100 Closed
BFM
730
Boothbay Fund Management
New York
-$520 -16,659 Closed
Bank of Nova Scotia
731
Bank of Nova Scotia
Ontario, Canada
-$441K -14,130 Closed
ICRM
732
Insight Capital Research & Management
California
-$429K -13,740 Closed
SAM
733
SignalPoint Asset Management
Missouri
-$388K -12,429 Closed
SLG
734
Stanley-Laman Group
Pennsylvania
-$375K -12,000 Closed
PL
735
Parkwood LLC
Ohio
-$345K -11,043 Closed
GS
736
GAM Systematic
United Kingdom
-$306K -9,783 Closed
1GA
737
1st Global Advisors
Texas
-$295K -9,432 Closed
CG
738
Caprock Group
Idaho
-$289K -9,249 Closed
TU
739
TDAM USA
Ontario, Canada
-$272K -8,712 Closed
LCP
740
Legacy Capital Partners
Wisconsin
-$244K -7,800 Closed
DIA
741
Dana Investment Advisors
Wisconsin
-$234K -7,476 Closed
SIMM
742
Stillwater Investment Management (Minnesota)
Minnesota
-$233K -7,464 Closed
SWP
743
Stratos Wealth Partners
Ohio
-$226K -7,221 Closed
KIA
744
KCM Investment Advisors
California
-$214K -6,852 Closed
UR
745
USCA RIA
Texas
-$211K -6,750 Closed
Fuller & Thaler Asset Management
746
Fuller & Thaler Asset Management
California
-$141K -4,500 Closed
ST
747
Smithfield Trust
Pennsylvania
-$140K -4,500 Closed
AWM
748
Avior Wealth Management
Nebraska
-$94K -3,000 Closed
AA
749
Ancora Advisors
Ohio
-$58K -1,851 Closed
PIA
750
Piedmont Investment Advisors
North Carolina
-$57K -1,824 Closed

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.