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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
AIS
726
AlphaOne Investment Services
Pennsylvania
$61K +$57.2K +1,317 New
BFEC
727
Benjamin F. Edwards & Company
Missouri
$60K
BWA
728
BDO Wealth Advisors
Florida
$56K
KTC
729
Kistler-Tiffany Companies
Pennsylvania
$56K
TCM
730
Tradewinds Capital Management
Washington
$56K
SFSIG
731
San Francisco Sentry Investment Group
California
$56K +$4.3K +99 +9%
DWM
732
Destination Wealth Management
California
$56K +$346K +7,971 New
HCM
733
Highlander Capital Management
New Jersey
$54K
FMTCOCP
734
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$50.2K
RWA
735
Ropes Wealth Advisors
Massachusetts
$49K
RFA
736
Reilly Financial Advisors
California
$48K +$23.6K +543 +110%
WA
737
WealthTrust-Arizona
Arizona
$45K -$1.43K -33 -3%
PA
738
Parallel Advisors
California
$45K +$391 +9 +0.9%
First Manhattan
739
First Manhattan
New York
$44K -$241K -5,556 -85%
RS
740
Robeco Schweiz
Switzerland
$44K -$28.5K -657 -41%
FFC
741
First Financial Corp
Indiana
$44K
WPW
742
Winthrop Partners - WNY
New York
$44K +$41.7K +960 New
AP
743
Atwood & Palmer
Missouri
$42K
AssetMark Inc
744
AssetMark Inc
California
$41K -$39K -897 -51%
JFA
745
JNBA Financial Advisors
Minnesota
$41K
HFM
746
Harvest Fund Management
China
$40K
MPWT
747
MassMutual Private Wealth & Trust
Connecticut
$39.9K -$91.7K -2,112 -71%
SPIA
748
Steward Partners Investment Advisory
New York
$38K -$13.3K -306 -27%
WTB
749
Washington Trust Bank
Washington
$37K
GEA
750
Glen Eagle Advisors
New Jersey
$36.3K +$31.4K +723 +1,268%

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.