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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
CAM
776
Close Asset Management
United Kingdom
$14K
EARNEST Partners
777
EARNEST Partners
Georgia
$14K
FPS
778
Fieldpoint Private Securities
Connecticut
$14K
FPFS
779
First Personal Financial Services
North Carolina
$13K +$130 +3 +1%
PFBT
780
Parkside Financial Bank & Trust
Missouri
$13K +$3.13K +72 +34%
FGC
781
Financial Gravity Companies
Texas
$12K -$7.56K -174 -40%
CB
782
Community Bank
New York
$12K
LF
783
Lee Financial
Texas
$12K
FGAM
784
Financial Gravity Asset Management
Texas
$12K +$11.5K +264 New
SWP
785
Strategic Wealth Partners
Ohio
$11K +$2.61K +60 +35%
TSW
786
Thompson Siegel & Walmsley
Virginia
$10K
ST
787
Sageworth Trust
Pennsylvania
$10K +$9.77K +225 New
NC
788
NewSquare Capital
Pennsylvania
$9K -$8.6K -198 -50%
CBT
789
Capital Bank & Trust
California
$9K
CPA
790
Clear Perspective Advisors
Illinois
$9K
CCM
791
Cribstone Capital Management
Maine
$9K +$3K +69 +51%
FMA
792
FNY Managed Accounts
New York
$9K +$8.6K +198 New
LA
793
Legacy Advisors
Pennsylvania
$8K
TFO
794
Tarbox Family Office
California
$8K
WAP
795
Wealthcare Advisory Partners
Pennsylvania
$8K
AA
796
AlphaMark Advisors
Kentucky
$8K +$7.17K +165 New
FCAG
797
First Capital Advisors Group
New Jersey
$7K +$6.64K +153 New
SSB
798
Sandy Spring Bank
Maryland
$6K -$13K -300 -69%
CIP
799
Convergence Investment Partners
Florida
$6K +$5.47K +126 New
ML
800
McAdam LLC
Pennsylvania
$4K +$3.39K +78 New

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.