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Edwards Lifesciences

690 hedge funds and large institutions have $16.6B invested in Edwards Lifesciences in 2017 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 206 increasing their positions, 284 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 83

1% more funds holding

Funds holding: 686690 (+4)

2% less capital invested

Capital invested by funds: $17B → $16.6B (-$364M)

4.79% less ownership

Funds ownership: 254.01%249.22% (-4.8%)

27% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 284

34% less call options, than puts

Call options by funds: $71.2M | Put options by funds: $107M

50% less funds holding in top 10

Funds holding in top 10: 147 (-7)

Holders
690
Holders Change
+4
Holders Change %
+0.58%
% of All Funds
17.18%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.17%
New
99
Increased
206
Reduced
284
Closed
83
Calls
$71.2M
Puts
$107M
Net Calls
-$36.2M
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
AIL
751
AGF Investments LLC
Ontario, Canada
-$56K -1,746 Closed
SIG
752
Stanford Investment Group
California
-$40K -1,278 Closed
MCA
753
Mercer Capital Advisers
New Jersey
-$28K -900 Closed
CIM
754
Contravisory Investment Management
Massachusetts
-$20K -630 Closed
BAM
755
Barrett Asset Management
New York
-$19K -600 Closed
TDC
756
Thompson Davis & Co
Virginia
-$16K -525 Closed
EARNEST Partners
757
EARNEST Partners
Georgia
-$9K -291 Closed
EF
758
Empirical Finance
Pennsylvania
-$9K -276 Closed
FHA
759
First Horizon Advisors
Tennessee
-$6.76K -216 Closed
CB
760
Community Bank
New York
-$7K -210 Closed
CTB
761
Country Trust Bank
Illinois
-$5K -156 Closed
Bessemer Group
762
Bessemer Group
New Jersey
-$4K -138 Closed
FAM
763
Fortaleza Asset Management
Illinois
-$4K -120 Closed
FAN
764
Financial Advisors Network
California
-$2.51K -78 Closed
MFW
765
Mosaic Family Wealth
Missouri
-$2K -57 Closed
DPA
766
Delphi Private Advisors
California
-$1K -48 Closed
PRS
767
Pinkerton Retirement Specialists
Idaho
-$1K -48 Closed
VIA
768
Vantage Investment Advisors
Pennsylvania
-$1K -48 Closed
CFA
769
Camarda Financial Advisors
Florida
-$1K -45 Closed
TCOV
770
Trust Company of Vermont
Vermont
-$1K -45 Closed
OFW
771
Omnia Family Wealth
Florida
-$1K -42 Closed
MUS
772
Mitsubishi UFJ Securities
Japan
-$1K -30 Closed
BWP
773
Baldwin Wealth Partners
Massachusetts
-$1K -24 Closed
BCMIO
774
Beacon Capital Management Inc (Ohio)
Ohio
+$282 +9 New

EW Hedge Fund Activity: Q1 2017 in Review

690 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2017, worth a combined $16.6B — down 2.1% from $17B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new EW positions and 83 closed out — a net gain of 16 holders — while 206 added to existing stakes and 284 trimmed.

The largest buyer was BlackRock, adding an estimated $1.26B. The largest seller was Fidelity Investments, cutting an estimated $496M.

  • 690 institutional investors held Edwards Lifesciences (EW) as of Q1 2017, up from 686 in Q4 2016.
  • Funds reported $16.6B of Edwards Lifesciences stock for Q1 2017, down 2.1% quarter-over-quarter.
  • 99 funds opened new Edwards Lifesciences positions in Q1 2017 and 83 closed out, a net change of +16 holders.
  • The largest Edwards Lifesciences buyer in Q1 2017 was BlackRock, an estimated $1.26B added.
  • The largest Edwards Lifesciences seller in Q1 2017 was Fidelity Investments, an estimated $496M sold.

Based on aggregated 13F filings for Q1 2017.