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Edwards Lifesciences

922 hedge funds and large institutions have $33.6B invested in Edwards Lifesciences in 2019 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 299 increasing their positions, 335 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 65

25% more capital invested

Capital invested by funds: $26.8B → $33.6B (+$6.75B)

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

5% more funds holding

Funds holding: 874922 (+48)

9% more call options, than puts

Call options by funds: $335M | Put options by funds: $308M

0.84% less ownership

Funds ownership: 254.16%253.32% (-0.84%)

11% less repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 335

Holders
922
Holders Change
+48
Holders Change %
+5.49%
% of All Funds
19.96%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.54%
New
121
Increased
299
Reduced
335
Closed
65
Calls
$335M
Puts
$308M
Net Calls
+$27.5M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
726
Lido Advisors
California
$246K +$220K +3,858 New
OC
727
Oakworth Capital
Alabama
$245K
BW
728
Bison Wealth
Georgia
$243K +$217K +3,807 New
BP
729
Ballentine Partners
Massachusetts
$243K +$218K +3,816 New
DSC
730
Duncker Streett & Co
Missouri
$242K
DAM
731
Doheny Asset Management
California
$241K -$129K -2,265 -37%
BFM
732
Boston Financial Management
Massachusetts
$239K +$214K +3,750 New
GWM
733
Geneos Wealth Management
Colorado
$236K
SIC
734
Salem Investment Counselors
North Carolina
$235K
KIA
735
Kopp Investment Advisors
Minnesota
$234K +$209K +3,666 New
MLFP
736
MPS Loria Financial Planners
Illinois
$233K +$209K +3,660 New
RWA
737
Ropes Wealth Advisors
Massachusetts
$230K +$32.5K +570 +19%
RAM
738
Roanoke Asset Management
New Jersey
$230K +$205K +3,600 New
CFG
739
Cooper Financial Group
California
$230K +$206K +3,609 New
IWM
740
IHT Wealth Management
Illinois
$229K +$205K +3,585 New
BJL
741
Brighton Jones LLC
Washington
$228K +$204K +3,579 New
S
742
SignatureFD
Georgia
$224K +$16.9K +297 +9%
HA
743
Hamel Associates
New Jersey
$220K +$197K +3,450 New
CGL
744
Clarius Group LLC
Washington
$220K +$197K +3,453 New
HI
745
Horizon Investments
North Carolina
$217K +$194K +3,408 New
EWA
746
ERTS Wealth Advisors
Michigan
$216K +$85.6K +1,500 +79%
BC
747
Burney Company
Virginia
$215K -$38.5K -675 -17%
PGFC
748
Peapack-Gladstone Financial Corp
New Jersey
$214K +$191K +3,354 New
PP
749
Prudential plc
United Kingdom
$210K +$187K +3,285 New
AC
750
Alexandria Capital
Virginia
$210K +$188K +3,288 New

EW Hedge Fund Activity: Q1 2019 in Review

922 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2019, worth a combined $33.6B — up 25% from $26.8B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new EW positions and 65 closed out — a net gain of 56 holders — while 299 added to existing stakes and 335 trimmed.

The largest buyer was Jennison Associates, adding an estimated $283M. The largest seller was Vanguard Group, cutting an estimated $511M.

  • 922 institutional investors held Edwards Lifesciences (EW) as of Q1 2019, up from 874 in Q4 2018.
  • Funds reported $33.6B of Edwards Lifesciences stock for Q1 2019, up 25% quarter-over-quarter.
  • 121 funds opened new Edwards Lifesciences positions in Q1 2019 and 65 closed out, a net change of +56 holders.
  • The largest Edwards Lifesciences buyer in Q1 2019 was Jennison Associates, an estimated $283M added.
  • The largest Edwards Lifesciences seller in Q1 2019 was Vanguard Group, an estimated $511M sold.

Based on aggregated 13F filings for Q1 2019.