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Edwards Lifesciences

921 hedge funds and large institutions have $32B invested in Edwards Lifesciences in 2019 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 296 increasing their positions, 357 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $224M | Put options by funds: $169M

14% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 83

0% less funds holding

Funds holding: 922921 (-1)

5% less capital invested

Capital invested by funds: $33.6B → $32B (-$1.61B)

3.87% less ownership

Funds ownership: 253.32%249.45% (-3.9%)

16% less funds holding in top 10

Funds holding in top 10: 2521 (-4)

17% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 357

Holders
921
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
20%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.46%
New
95
Increased
296
Reduced
357
Closed
83
Calls
$224M
Puts
$169M
Net Calls
+$55.7M
Net Calls Change
+$28.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ET
751
Equitable Trust
Tennessee
$225K -$12.9K -213 -5%
MLFP
752
MPS Loria Financial Planners
Illinois
$225K
CFG
753
Cooper Financial Group
California
$222K
RAM
754
Roanoke Asset Management
New Jersey
$222K
RWA
755
Ropes Wealth Advisors
Massachusetts
$222K
FFA
756
Fragasso Financial Advisors
Pennsylvania
$222K +$218K +3,600 New
CRWM
757
Castle Rock Wealth Management
California
$216K +$212K +3,507 New
BRWA
758
B. Riley Wealth Advisors
Florida
$213K +$208K +3,447 New
HA
759
Hamel Associates
New Jersey
$212K
PTC
760
Private Trust Company
Ohio
$211K -$560K -9,258 -73%
S
761
SignatureFD
Georgia
$209K -$6.71K -111 -3%
EWA
762
ERTS Wealth Advisors
Michigan
$209K
BC
763
Burney Company
Virginia
$208K
AC
764
Alexandria Capital
Virginia
$208K +$5.8K +96 +3%
SFG
765
SevenBridge Financial Group
Pennsylvania
$208K +$55.5K +918 +37%
C
766
Cerebellum
California
$208K +$204K +3,375 New
JT
767
Jump Trading
Illinois
$207K +$203K +3,354 New
JA
768
JOYN Advisors
Georgia
$203K -$23.6K -390 -12%
PP
769
Prudential plc
United Kingdom
$203K
KJHP
770
K.J. Harrison & Partners
Ontario, Canada
$203K +$200K +3,300 New
IWM
771
IHT Wealth Management
Illinois
$202K -$18.1K -300 -8%
MC
772
Middleton & Co
Massachusetts
$202K
GRP
773
Global Retirement Partners
California
$202K +$1.63K +27 +0.8%
B
774
Bellecapital
Switzerland
$201K +$198K +3,270 New
RE
775
RBC Europe
United Kingdom
$193K +$13.6K +225 +8%

EW Hedge Fund Activity: Q2 2019 in Review

921 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2019, worth a combined $32B — down 4.8% from $33.6B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new EW positions and 83 closed out — a net gain of 12 holders — while 296 added to existing stakes and 357 trimmed.

The largest buyer was Nuveen, adding an estimated $708M. The largest seller was Vanguard Group, cutting an estimated $525M.

  • 921 institutional investors held Edwards Lifesciences (EW) as of Q2 2019, down from 922 in Q1 2019.
  • Funds reported $32B of Edwards Lifesciences stock for Q2 2019, down 4.8% quarter-over-quarter.
  • 95 funds opened new Edwards Lifesciences positions in Q2 2019 and 83 closed out, a net change of +12 holders.
  • The largest Edwards Lifesciences buyer in Q2 2019 was Nuveen, an estimated $708M added.
  • The largest Edwards Lifesciences seller in Q2 2019 was Vanguard Group, an estimated $525M sold.

Based on aggregated 13F filings for Q2 2019.