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Edwards Lifesciences

852 hedge funds and large institutions have $30.6B invested in Edwards Lifesciences in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 271 increasing their positions, 325 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $374M | Put options by funds: $244M

30% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 70

20% more capital invested

Capital invested by funds: $25.5B → $30.6B (+$5.08B)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

1.86% more ownership

Funds ownership: 249.97%251.82% (+1.9%)

2% more funds holding

Funds holding: 838852 (+14)

17% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 325

Holders
852
Holders Change
+14
Holders Change %
+1.67%
% of All Funds
19.48%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.53%
New
91
Increased
271
Reduced
325
Closed
70
Calls
$374M
Puts
$244M
Net Calls
+$129M
Net Calls Change
+$114M
Name Holding Trade Value Shares
Change
Change in
Stake
MSA
726
Marino Stram & Associates
Massachusetts
$122K
TL
727
TrueWealth LLC
Georgia
$121K
LFASL
728
Lugano Financial Advisors SA (LFA)
Switzerland
$121K +$102K +2,079 New
AF
729
Allworth Financial
California
$118K -$51.4K -1,050 -34%
ME
730
McIlrath & Eck
Washington
$118K
TG
731
TLP Group
Illinois
$118K +$61.9K +1,266 +164%
CTC
732
Central Trust Company
Missouri
$117K
AAP
733
Arax Advisory Partners
Colorado
$116K +$74.5K +1,524 +318%
PO
734
Private Ocean
California
$110K
NEI
735
Northwest & Ethical Investments
Ontario, Canada
$109K -$58.7K -1,200 -39%
OIA
736
Optimum Investment Advisors
Illinois
$108K
BWL
737
Bogart Wealth LLC
Virginia
$107K
CAGAS
738
Capital Advisory Group Advisory Services
Minnesota
$107K
RMAM
739
Raab & Moskowitz Asset Management
New Jersey
$107K +$90.2K +1,845 New
APP
740
Avantax Planning Partners
Iowa
$106K +$89.2K +1,824 New
GLI
741
Guardian Life Insurance
New York
$103K +$1.61K +33 +2%
CCA
742
Catalyst Capital Advisors
New York
$100K -$14.7K -300 -15%
SIS
743
Sound Income Strategies
Florida
$100K
SLF
744
Sun Life Financial
Ontario, Canada
$100K +$880 +18 +1%
PA
745
Parallel Advisors
California
$99K +$29.3K +600 +48%
PCM
746
Prelude Capital Management
New York
$97K -$1.31M -26,859 -94%
HI
747
Hudock Inc
Pennsylvania
$97K -$2.05K -42 -2%
GP
748
Girard Partners
Pennsylvania
$97K +$82.2K +1,680 New
KA
749
Kaizen Advisory
Illinois
$93K
CPIG
750
Chicago Partners Investment Group
Illinois
$93K +$147 +3 +0.1%

EW Hedge Fund Activity: Q3 2018 in Review

852 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2018, worth a combined $30.6B — up 20% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new EW positions and 70 closed out — a net gain of 21 holders — while 271 added to existing stakes and 325 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $324M. The largest seller was Fidelity Investments, cutting an estimated $123M.

  • 852 institutional investors held Edwards Lifesciences (EW) as of Q3 2018, up from 838 in Q2 2018.
  • Funds reported $30.6B of Edwards Lifesciences stock for Q3 2018, up 20% quarter-over-quarter.
  • 91 funds opened new Edwards Lifesciences positions in Q3 2018 and 70 closed out, a net change of +21 holders.
  • The largest Edwards Lifesciences buyer in Q3 2018 was Capital Research Global Investors, an estimated $324M added.
  • The largest Edwards Lifesciences seller in Q3 2018 was Fidelity Investments, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2018.