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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
VNA
751
Valley National Advisers
Pennsylvania
$210K +$188K +3,291 New
GIM
752
Groesbeck Investment Management
New Jersey
$210K +$188K +3,300 New
JA
753
JOYN Advisors
Georgia
$210K +$188K +3,300 New
MC
754
Middleton & Co
Massachusetts
$209K +$187K +3,279 New
GRP
755
Global Retirement Partners
California
$208K +$5.14K +90 +3%
BSW
756
Buckingham Strategic Wealth
Missouri
$207K +$185K +3,246 New
WA
757
Wealth Architects
California
$206K +$184K +3,231 New
MCM
758
MAI Capital Management
Ohio
$204K +$183K +3,201 New
BOS
759
Bank of Stockton
California
$204K +$183K +3,210 New
ACP
760
Aviance Capital Partners
Florida
$203K +$181K +3,180 New
FFN
761
Focus Financial Network
Minnesota
$203K +$181K +3,180 New
AWP
762
Ascent Wealth Partners
New York
$201K +$180K +3,150 New
HCM
763
HMS Capital Management
Tennessee
$200K -$225K -3,942 -56%
SOAMC
764
Spirit of America Management Corp
New York
$191K
BAM
765
Belpointe Asset Management
Nevada
$189K +$33.6K +588 +25%
RE
766
RBC Europe
United Kingdom
$186K -$18.1K -318 -10%
MAM
767
Marquette Asset Management
Minnesota
$173K +$155K +2,712 New
FANJ
768
Financial Architects (New Jersey)
New Jersey
$172K
CAPTRUST Financial Advisors
769
CAPTRUST Financial Advisors
North Carolina
$172K +$30.5K +534 +25%
Bessemer Group
770
Bessemer Group
New Jersey
$172K +$80K +1,401 +110%
DBT
771
Dubuque Bank & Trust
Iowa
$166K -$85.9K -1,506 -37%
YWP
772
YorkBridge Wealth Partners
New York
$163K +$34.2K +600 +31%
SFG
773
SevenBridge Financial Group
Pennsylvania
$157K +$140K +2,454 New
PMFA
774
Plante Moran Financial Advisors
Michigan
$149K -$7.7K -135 -5%
SIAS
775
Shine Investment Advisory Services
Colorado
$143K -$30.8K -540 -19%

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.