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Edwards Lifesciences

720 hedge funds and large institutions have $20.8B invested in Edwards Lifesciences in 2017 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 227 increasing their positions, 287 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

67% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 52

25% more capital invested

Capital invested by funds: $16.6B → $20.8B (+$4.22B)

4% more funds holding

Funds holding: 690720 (+30)

2.64% more ownership

Funds ownership: 249.22%251.86% (+2.6%)

21% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 287

33% less call options, than puts

Call options by funds: $62.5M | Put options by funds: $93.9M

Holders
720
Holders Change
+30
Holders Change %
+4.35%
% of All Funds
17.95%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.35%
New
87
Increased
227
Reduced
287
Closed
52
Calls
$62.5M
Puts
$93.9M
Net Calls
-$31.4M
Net Calls Change
+$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
751
Teza Capital Management
Illinois
-$484K -15,423 Closed
PNAA
752
Pictet North America Advisors
Switzerland
-$452K -14,400 Closed
N
753
Natixis
France
-$412K -13,125 Closed
HSA
754
HBK Sorce Advisory
Pennsylvania
-$393K -12,525 Closed
CWM
755
Concert Wealth Management
California
-$343K -10,965 Closed
CCIA
756
Campbell & Co Investment Adviser
Maryland
-$343K -10,950 Closed
VanEck Associates
757
VanEck Associates
New York
-$306K -9,759 Closed
SOADOR
758
State of Alaska Department of Revenue
Alaska
-$299K -9,564 Closed
DTL
759
Dynamic Technology Lab
Singapore
-$291K -9,300 Closed
1832 Asset Management
760
1832 Asset Management
Ontario, Canada
-$247K -7,875 Closed
JIC
761
Joel Isaacson & Co
New York
-$244K -7,797 Closed
IC
762
Inverness Counsel
New York
-$242K -7,755 Closed
WA
763
WFG Advisors
Texas
-$243K -7,740 Closed
AW
764
ACG Wealth
Georgia
-$214K -6,840 Closed
CWM
765
Catamount Wealth Management
Connecticut
-$94K -3,000 Closed
PI
766
PineBridge Investments
New York
-$74K -2,373 Closed
CPIG
767
Chicago Partners Investment Group
Illinois
-$51K -1,629 Closed
WOC
768
West Oak Capital
California
-$20.5K -654 Closed
ACS
769
Archford Capital Strategies
Illinois
-$18K -570 Closed
TRCT
770
Tower Research Capital (TRC)
New York
-$15.5K -426 Closed
BKA
771
Brick & Kyle Associates
Pennsylvania
-$9K -300 Closed
ATC
772
Adirondack Trust Company
New York
-$2K -72 Closed
CFN
773
Cordasco Financial Network
Florida
-$2K -54 Closed
CBT
774
Central Bank & Trust
Kentucky
-$1K -42 Closed

EW Hedge Fund Activity: Q2 2017 in Review

720 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2017, worth a combined $20.8B — up 25% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new EW positions and 52 closed out — a net gain of 35 holders — while 227 added to existing stakes and 287 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $359M. The largest seller was Ameriprise, cutting an estimated $151M.

  • 720 institutional investors held Edwards Lifesciences (EW) as of Q2 2017, up from 690 in Q1 2017.
  • Funds reported $20.8B of Edwards Lifesciences stock for Q2 2017, up 25% quarter-over-quarter.
  • 87 funds opened new Edwards Lifesciences positions in Q2 2017 and 52 closed out, a net change of +35 holders.
  • The largest Edwards Lifesciences buyer in Q2 2017 was Bank of New York Mellon, an estimated $359M added.
  • The largest Edwards Lifesciences seller in Q2 2017 was Ameriprise, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2017.