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Edwards Lifesciences

838 hedge funds and large institutions have $25.5B invested in Edwards Lifesciences in 2018 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 286 increasing their positions, 314 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 54

11% more call options, than puts

Call options by funds: $152M | Put options by funds: $136M

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

3% more funds holding

Funds holding: 815838 (+23)

5% more capital invested

Capital invested by funds: $24.3B → $25.5B (+$1.16B)

0.55% more ownership

Funds ownership: 249.42%249.97% (+0.55%)

9% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 314

Holders
838
Holders Change
+23
Holders Change %
+2.82%
% of All Funds
19.18%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.5%
New
82
Increased
286
Reduced
314
Closed
54
Calls
$152M
Puts
$136M
Net Calls
+$15.6M
Net Calls Change
-$6.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
726
Chicago Partners Investment Group
Illinois
$97K
PO
727
Private Ocean
California
$92K
WT
728
Washington Trust
Rhode Island
$91K +$87.4K +1,872 New
OIA
729
Optimum Investment Advisors
Illinois
$90K -$23K -492 -21%
BWL
730
Bogart Wealth LLC
Virginia
$89K -$47.6K -1,020 -36%
CAGAS
731
Capital Advisory Group Advisory Services
Minnesota
$89K
MIFH
732
Migdal Insurance & Financial Holdings
Israel
$89K +$83.3K +1,785 +3,132%
SIS
733
Sound Income Strategies
Florida
$84K
GLI
734
Guardian Life Insurance
New York
$84K +$12.9K +276 +19%
HI
735
Hudock Inc
Pennsylvania
$83K +$1.96K +42 +3%
ST
736
Smithfield Trust
Pennsylvania
$83K +$46.1K +987 +135%
SLF
737
Sun Life Financial
Ontario, Canada
$83K +$61.3K +1,314 +329%
KA
738
Kaizen Advisory
Illinois
$78K +$46.3K +993 +161%
OIA
739
OneDigital Investment Advisors
Kansas
$73K -$32.1K -687 -31%
CLOS
740
Compagnie Lombard Odier SCmA
Switzerland
$73K +$35K +750 +100%
PFPT
741
Pinnacle Financial Partners (Tennessee)
Tennessee
$73K +$70K +1,500 New
FL
742
Fort LP
Maryland
$70K +$66.9K +1,434 New
WIM
743
Westside Investment Management
California
$68K
IFAM
744
Institutional & Family Asset Management
Colorado
$66K
SQA
745
Simon Quick Advisors
New Jersey
$61K -$59.5K -1,275 -50%
PA
746
Parallel Advisors
California
$60K +$13.4K +288 +30%
VFA
747
Valeo Financial Advisors
Indiana
$59K -$5.74K -123 -9%
SFSIG
748
San Francisco Sentry Investment Group
California
$59K -$140 -3 -0.2%
BWA
749
BDO Wealth Advisors
Florida
$58K
HCM
750
Highlander Capital Management
New Jersey
$58K

EW Hedge Fund Activity: Q2 2018 in Review

838 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2018, worth a combined $25.5B — up 4.8% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new EW positions and 54 closed out — a net gain of 28 holders — while 286 added to existing stakes and 314 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $233M. The largest seller was Goldman Sachs, cutting an estimated $88.9M.

  • 838 institutional investors held Edwards Lifesciences (EW) as of Q2 2018, up from 815 in Q1 2018.
  • Funds reported $25.5B of Edwards Lifesciences stock for Q2 2018, up 4.8% quarter-over-quarter.
  • 82 funds opened new Edwards Lifesciences positions in Q2 2018 and 54 closed out, a net change of +28 holders.
  • The largest Edwards Lifesciences buyer in Q2 2018 was Fidelity Investments, an estimated $233M added.
  • The largest Edwards Lifesciences seller in Q2 2018 was Goldman Sachs, an estimated $88.9M sold.

Based on aggregated 13F filings for Q2 2018.