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Edwards Lifesciences

816 hedge funds and large institutions have $24.3B invested in Edwards Lifesciences in 2018 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 237 increasing their positions, 311 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 68

62% more funds holding in top 10

Funds holding in top 10: 1321 (+8)

24% more capital invested

Capital invested by funds: $19.6B → $24.3B (+$4.79B)

24% more call options, than puts

Call options by funds: $112M | Put options by funds: $90.4M

6% more funds holding

Funds holding: 773816 (+43)

2.95% more ownership

Funds ownership: 246.48%249.42% (+2.9%)

24% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 311

Holders
816
Holders Change
+43
Holders Change %
+5.56%
% of All Funds
18.7%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.48%
New
118
Increased
237
Reduced
311
Closed
68
Calls
$112M
Puts
$90.4M
Net Calls
+$22M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
751
MGO One Seven
Ohio
$36K
SWA
752
Sutton Wealth Advisors
Florida
$35.7K
CLOS
753
Compagnie Lombard Odier SCmA
Switzerland
$35K -$32.6K -750 -50%
WF
754
WealthTrust Fairport
Ohio
$35K +$32.6K +750 New
ST
755
Smithfield Trust
Pennsylvania
$34K
GIP
756
Granite Investment Partners
California
$34K +$31.5K +726 New
TC
757
Trust Company
Kansas
$33K
GFP
758
Gryphon Financial Partners
Ohio
$32K -$1.82K -42 -6%
AF
759
Advisornet Financial
Minnesota
$31K
MWM
760
MinichMacGregor Wealth Management
New York
$30K +$24.8K +570 +633%
KA
761
Kaizen Advisory
Illinois
$29K
VCM
762
Versant Capital Management
Arizona
$27K
FMB
763
Field & Main Bank
Kentucky
$26K
PCP
764
Proficio Capital Partners
Massachusetts
$25K +$3K +69 +15%
BBHC
765
Brown Brothers Harriman & Co
New York
$24K -$30.2K -696 -58%
M
766
MOTCO
Texas
$23K -$30K -690 -58%
WTC
767
WhitTier Trust Company
Nevada
$22K
GAM
768
Gemmer Asset Management
California
$21K
KF
769
Krilogy Financial
Missouri
$21K
ACS
770
Archford Capital Strategies
Illinois
$21K +$24.8K +570 New
IP
771
Intellectus Partners
California
$17K
WT
772
Whittier Trust
California
$17K
VCM
773
Vigilant Capital Management
Maine
$16K +$7.17K +165 +92%
AAP
774
Arax Advisory Partners
Colorado
$15K -$3.26K -75 -18%
AWM
775
Aevitas Wealth Management
Massachusetts
$14K

EW Hedge Fund Activity: Q1 2018 in Review

816 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2018, worth a combined $24.3B — up 24% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new EW positions and 68 closed out — a net gain of 50 holders — while 237 added to existing stakes and 311 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $553M. The largest seller was AllianceBernstein, cutting an estimated $170M.

  • 816 institutional investors held Edwards Lifesciences (EW) as of Q1 2018, up from 773 in Q4 2017.
  • Funds reported $24.3B of Edwards Lifesciences stock for Q1 2018, up 24% quarter-over-quarter.
  • 118 funds opened new Edwards Lifesciences positions in Q1 2018 and 68 closed out, a net change of +50 holders.
  • The largest Edwards Lifesciences buyer in Q1 2018 was Fidelity Investments, an estimated $553M added.
  • The largest Edwards Lifesciences seller in Q1 2018 was AllianceBernstein, an estimated $170M sold.

Based on aggregated 13F filings for Q1 2018.