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Edwards Lifesciences

852 hedge funds and large institutions have $30.6B invested in Edwards Lifesciences in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 271 increasing their positions, 325 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $374M | Put options by funds: $244M

30% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 70

20% more capital invested

Capital invested by funds: $25.5B → $30.6B (+$5.08B)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

1.86% more ownership

Funds ownership: 249.97%251.82% (+1.9%)

2% more funds holding

Funds holding: 838852 (+14)

17% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 325

Holders
852
Holders Change
+14
Holders Change %
+1.67%
% of All Funds
19.48%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.53%
New
91
Increased
271
Reduced
325
Closed
70
Calls
$374M
Puts
$244M
Net Calls
+$129M
Net Calls Change
+$114M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
751
Smithfield Trust
Pennsylvania
$90K -$7.63K -156 -9%
TRCT
752
Tower Research Capital (TRC)
New York
$88K -$934K -19,107 -93%
CLOS
753
Compagnie Lombard Odier SCmA
Switzerland
$87K
RA
754
Rational Advisors
New York
$87K +$33.3K +681 +83%
PWAG
755
Polaris Wealth Advisory Group
California
$84K +$70.4K +1,440 New
OIA
756
OneDigital Investment Advisors
Kansas
$83K -$3.67K -75 -5%
IFAM
757
Institutional & Family Asset Management
Colorado
$78K
SFSIG
758
San Francisco Sentry Investment Group
California
$74K +$3.52K +72 +6%
BWA
759
BDO Wealth Advisors
Florida
$70K
CH
760
Canton Hathaway
Rhode Island
$70K +$58.7K +1,200 New
SPIA
761
Steward Partners Investment Advisory
New York
$70K +$58.7K +1,200 New
VFA
762
Valeo Financial Advisors
Indiana
$65K +$2.64K +54 +4%
FMTCOCP
763
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$63K
RFA
764
Reilly Financial Advisors
California
$60K
M
765
MOTCO
Texas
$58K +$24.4K +498 +99%
WPW
766
Winthrop Partners - WNY
New York
$55.7K
FFC
767
First Financial Corp
Indiana
$55K
First Manhattan
768
First Manhattan
New York
$55K
BBA
769
Braun-Bostich & Associates
Pennsylvania
$55K +$46.1K +942 New
KPCM
770
Kings Point Capital Management
New York
$54K +$1.61K +33 +4%
PW
771
Price Wealth
Texas
$53K -$3.08K -63 -7%
AP
772
Atwood & Palmer
Missouri
$53K
FGAM
773
Financial Gravity Asset Management
Texas
$52K +$45.2K +924 +446%
AssetMark Inc
774
AssetMark Inc
California
$51K
Bessemer Group
775
Bessemer Group
New Jersey
$50K +$39.6K +810 +1,588%

EW Hedge Fund Activity: Q3 2018 in Review

852 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2018, worth a combined $30.6B — up 20% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new EW positions and 70 closed out — a net gain of 21 holders — while 271 added to existing stakes and 325 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $324M. The largest seller was Fidelity Investments, cutting an estimated $123M.

  • 852 institutional investors held Edwards Lifesciences (EW) as of Q3 2018, up from 838 in Q2 2018.
  • Funds reported $30.6B of Edwards Lifesciences stock for Q3 2018, up 20% quarter-over-quarter.
  • 91 funds opened new Edwards Lifesciences positions in Q3 2018 and 70 closed out, a net change of +21 holders.
  • The largest Edwards Lifesciences buyer in Q3 2018 was Capital Research Global Investors, an estimated $324M added.
  • The largest Edwards Lifesciences seller in Q3 2018 was Fidelity Investments, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2018.