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Edwards Lifesciences

874 hedge funds and large institutions have $26.8B invested in Edwards Lifesciences in 2018 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 252 increasing their positions, 336 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 94

3% more funds holding

Funds holding: 852874 (+22)

2.33% more ownership

Funds ownership: 251.82%254.16% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

3% less call options, than puts

Call options by funds: $120M | Put options by funds: $124M

12% less capital invested

Capital invested by funds: $30.6B → $26.8B (-$3.77B)

25% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 336

Holders
874
Holders Change
+22
Holders Change %
+2.58%
% of All Funds
19.47%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
123
Increased
252
Reduced
336
Closed
94
Calls
$120M
Puts
$124M
Net Calls
-$3.77M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
726
Lenox Wealth Management
Ohio
$109K -$2.88K -57 -3%
PCG
727
Private Capital Group
Connecticut
$109K +$911 +18 +0.8%
AF
728
Allworth Financial
California
$104K
TL
729
TrueWealth LLC
Georgia
$103K -$3.95K -78 -4%
CTC
730
Central Trust Company
Missouri
$103K
PA
731
Parallel Advisors
California
$101K +$10.5K +207 +11%
YWP
732
YorkBridge Wealth Partners
New York
$100K -$75.9K -1,500 -43%
ME
733
McIlrath & Eck
Washington
$98K -$6.07K -120 -6%
EWA
734
ERTS Wealth Advisors
Michigan
$97K +$95.8K +1,893 New
PO
735
Private Ocean
California
$96K
MSA
736
Marino Stram & Associates
Massachusetts
$95K -$12.3K -243 -12%
BWL
737
Bogart Wealth LLC
Virginia
$93K
CAGAS
738
Capital Advisory Group Advisory Services
Minnesota
$93K
MUS
739
Mitsubishi UFJ Securities
Japan
$93K +$92.6K +1,830 New
FCB
740
First Command Bank
Texas
$92K +$91.1K +1,800 New
FCFS
741
First Command Financial Services
Texas
$92K +$91.1K +1,800 New
GLI
742
Guardian Life Insurance
New York
$90K
KA
743
Kaizen Advisory
Illinois
$90K +$7.44K +147 +9%
SIS
744
Sound Income Strategies
Florida
$88K
SLF
745
Sun Life Financial
Ontario, Canada
$88K
HI
746
Hudock Inc
Pennsylvania
$84K
ST
747
Smithfield Trust
Pennsylvania
$78K -$1.82K -36 -2%
CLOS
748
Compagnie Lombard Odier SCmA
Switzerland
$77K
CAM
749
Close Asset Management
United Kingdom
$76K +$31.9K +630 +210%
OIA
750
OneDigital Investment Advisors
Kansas
$73K

EW Hedge Fund Activity: Q4 2018 in Review

874 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2018, worth a combined $26.8B — down 12% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new EW positions and 94 closed out — a net gain of 29 holders — while 252 added to existing stakes and 336 trimmed.

The largest buyer was Jennison Associates, adding an estimated $405M. The largest seller was Winslow Capital Management, cutting an estimated $214M.

  • 874 institutional investors held Edwards Lifesciences (EW) as of Q4 2018, up from 852 in Q3 2018.
  • Funds reported $26.8B of Edwards Lifesciences stock for Q4 2018, down 12% quarter-over-quarter.
  • 123 funds opened new Edwards Lifesciences positions in Q4 2018 and 94 closed out, a net change of +29 holders.
  • The largest Edwards Lifesciences buyer in Q4 2018 was Jennison Associates, an estimated $405M added.
  • The largest Edwards Lifesciences seller in Q4 2018 was Winslow Capital Management, an estimated $214M sold.

Based on aggregated 13F filings for Q4 2018.