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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
FGC
726
Financial Gravity Companies
Texas
$18K +$16.1K +438 New
PCP
727
Proficio Capital Partners
Massachusetts
$17K -$6.39K -174 -27%
KF
728
Krilogy Financial
Missouri
$17K
GAM
729
Gemmer Asset Management
California
$17K +$4.07K +111 +33%
SSB
730
Sandy Spring Bank
Maryland
$16K -$33K -900 -68%
NC
731
NewSquare Capital
Pennsylvania
$15K -$7.38K -201 -34%
AAP
732
Arax Advisory Partners
Colorado
$15K
IP
733
Intellectus Partners
California
$14K
WT
734
Whittier Trust
California
$14K
CAM
735
Close Asset Management
United Kingdom
$11K
FPS
736
Fieldpoint Private Securities
Connecticut
$11K
BWM
737
Baystate Wealth Management
Massachusetts
$11K +$9.47K +258 New
CB
738
CNB Bank
Pennsylvania
$11K +$10.3K +282 New
EARNEST Partners
739
EARNEST Partners
Georgia
$11K +$10.7K +291 New
AWM
740
Aevitas Wealth Management
Massachusetts
$11K +$11K +300 New
LF
741
Lee Financial
Texas
$10K
FPFS
742
First Personal Financial Services
North Carolina
$10K +$6.72K +183 +191%
CB
743
Community Bank
New York
$10K +$9.47K +258 New
HFM
744
Hartford Financial Management
Connecticut
$9K
IWP
745
Icon Wealth Partners
Texas
$9K +$8.7K +237 New
PFBT
746
Parkside Financial Bank & Trust
Missouri
$8K -$14K -381 -64%
CPA
747
Clear Perspective Advisors
Illinois
$8K
TSW
748
Thompson Siegel & Walmsley
Virginia
$8K
LFA
749
Legacy Financial Advisors
Kentucky
$8K +$7.93K +216 New
TFO
750
Tarbox Family Office
California
$7K -$1.21K -33 -15%

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.