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Edwards Lifesciences

964 hedge funds and large institutions have $37.9B invested in Edwards Lifesciences in 2019 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 314 increasing their positions, 354 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 69

43% more funds holding in top 10

Funds holding in top 10: 2130 (+9)

32% more call options, than puts

Call options by funds: $380M | Put options by funds: $289M

19% more capital invested

Capital invested by funds: $32B → $37.9B (+$5.92B)

5% more funds holding

Funds holding: 921964 (+43)

0.57% less ownership

Funds ownership: 249.45%248.88% (-0.57%)

11% less repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 354

Holders
964
Holders Change
+43
Holders Change %
+4.67%
% of All Funds
21.14%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.66%
New
118
Increased
314
Reduced
354
Closed
69
Calls
$380M
Puts
$289M
Net Calls
+$91.2M
Net Calls Change
+$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ET
751
Equitable Trust
Tennessee
$268K
GWM
752
Geneos Wealth Management
Colorado
$268K
MLFP
753
MPS Loria Financial Planners
Illinois
$268K
QSS
754
Quantitative Systematic Strategies
Florida
$268K +$257K +3,657 New
DAM
755
Doheny Asset Management
California
$266K -$5.27K -75 -2%
FFA
756
Fragasso Financial Advisors
Pennsylvania
$264K
RAM
757
Roanoke Asset Management
New Jersey
$264K
TC
758
TownSquare Capital
Utah
$262K -$12K -171 -5%
HFM
759
Harvest Fund Management
China
$262K +$115K +1,638 +84%
SS
760
Simplicity Solutions
Minnesota
$259K +$248K +3,528 New
CBU
761
CIBC Bank USA
Illinois
$259K +$248K +3,534 New
GAM
762
GQ Asset Management
New York
$259K +$249K +3,540 New
RWA
763
Ropes Wealth Advisors
Massachusetts
$258K -$6.32K -90 -2%
O
764
Ossiam
France
$257K +$190K +2,703 +339%
HA
765
Hamel Associates
New Jersey
$253K
IIA
766
IPG Investment Advisors
California
$253K +$242K +3,450 New
BAM
767
Belpointe Asset Management
Nevada
$252K -$40.7K -579 -14%
PTC
768
Private Trust Company
Ohio
$251K
FFN
769
Focus Financial Network
Minnesota
$247K +$237K +3,372 New
SFG
770
SevenBridge Financial Group
Pennsylvania
$247K
BRWA
771
B. Riley Wealth Advisors
Florida
$245K -$7.8K -111 -3%
BC
772
Burney Company
Virginia
$245K -$2.53K -36 -1%
BJL
773
Brighton Jones LLC
Washington
$245K +$235K +3,342 New
KJHP
774
K.J. Harrison & Partners
Ontario, Canada
$242K
GIM
775
Groesbeck Investment Management
New Jersey
$242K +$232K +3,300 New

EW Hedge Fund Activity: Q3 2019 in Review

964 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2019, worth a combined $37.9B — up 19% from $32B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new EW positions and 69 closed out — a net gain of 49 holders — while 314 added to existing stakes and 354 trimmed.

The largest buyer was Capital International Investors, adding an estimated $205M. The largest seller was Capital Research Global Investors, cutting an estimated $125M.

  • 964 institutional investors held Edwards Lifesciences (EW) as of Q3 2019, up from 921 in Q2 2019.
  • Funds reported $37.9B of Edwards Lifesciences stock for Q3 2019, up 19% quarter-over-quarter.
  • 118 funds opened new Edwards Lifesciences positions in Q3 2019 and 69 closed out, a net change of +49 holders.
  • The largest Edwards Lifesciences buyer in Q3 2019 was Capital International Investors, an estimated $205M added.
  • The largest Edwards Lifesciences seller in Q3 2019 was Capital Research Global Investors, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2019.