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Edwards Lifesciences
EW

838 hedge funds and large institutions have $25.5B invested in Edwards Lifesciences in 2018 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 286 increasing their positions, 314 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 54

11% more call options, than puts

Call options by funds: $152M | Put options by funds: $136M

5% more funds holding in top 10

Funds holding in top 10: 21 → 22 (+1)

3% more funds holding

Funds holding: 815 → 838 (+23)

5% more capital invested

Capital invested by funds: $24.3B → $25.5B (+$1.16B)

0.55% more ownership

Funds ownership: 249.42% → 249.97% (+0.55%)

9% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 314

Holders
838
Holders Change
+23
Holders Change %
+2.82%
% of All Funds
19.18%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.5%
New
82
Increased
286
Reduced
314
Closed
54
Calls
$152M
Puts
$136M
Net Calls
+$15.6M
Net Calls Change
-$6.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$233M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$187M
3
TCIM
TIAA CREF Investment Management
New York
+$109M
4
WCM Investment Management
WCM Investment Management
California
+$63.4M
5
Invesco
Invesco
Georgia
+$57M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$88.9M
2
Ameriprise
Ameriprise
Minnesota
-$80.6M
3
Renaissance Technologies
Renaissance Technologies
New York
-$71.7M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$71.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$70.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
776
MinichMacGregor Wealth Management
New York
$32K – – –
VCM
777
Versant Capital Management
Arizona
$28K – – –
TCOV
778
Trust Company of Vermont
Vermont
$28K +$26.9K +576 New
WA
779
WP Advisors
California
$27K +$25.8K +552 New
PCP
780
Proficio Capital Partners
Massachusetts
$26K – – –
M
781
MOTCO
Texas
$24K – – –
WTC
782
WhitTier Trust Company
Nevada
$23K – – –
AAP
783
Arax Advisory Partners
Colorado
$23K +$6.44K +138 +40%
JFA
784
JNBA Financial Advisors
Minnesota
$22K -$20.4K -438 -49%
GAM
785
Gemmer Asset Management
California
$22K – – –
IUHSA
786
Itau Unibanco Holding S.A.
Brazil
$22K +$21.3K +456 New
IP
787
Intellectus Partners
California
$18K – – –
WT
788
Whittier Trust
California
$17K – – –
KTC
789
Kistler-Tiffany Companies
Pennsylvania
$16K -$40.5K -867 -72%
FPS
790
Fieldpoint Private Securities
Connecticut
$15K – – –
PFBT
791
Parkside Financial Bank & Trust
Missouri
$15K +$1.26K +27 +10%
AA
792
Apriem Advisors
California
$15K +$14K +300 New
RWA
793
River Wealth Advisors
Pennsylvania
$15K +$14K +300 New
PCIA
794
Prime Capital Investment Advisors
Kansas
$15K +$14.6K +312 New
CAM
795
Close Asset Management
United Kingdom
$14K – – –
EARNEST Partners
796
EARNEST Partners
Georgia
$14K – – –
MPWT
797
MassMutual Private Wealth & Trust
Connecticut
$13.4K -$27.2K -582 -68%
CB
798
Community Bank
New York
$13K – – –
LF
799
Lee Financial
Texas
$13K – – –
IAS
800
IMA Advisory Services
Colorado
$13K +$12.5K +267 New
30 31
32
33 34

EW Hedge Fund Activity: Q2 2018 in Review

838 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2018, worth a combined $25.5B — up 4.8% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new EW positions and 54 closed out — a net gain of 28 holders — while 286 added to existing stakes and 314 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $233M. The largest seller was Goldman Sachs, cutting an estimated $88.9M.

  • 838 institutional investors held Edwards Lifesciences (EW) as of Q2 2018, up from 815 in Q1 2018.
  • Funds reported $25.5B of Edwards Lifesciences stock for Q2 2018, up 4.8% quarter-over-quarter.
  • 82 funds opened new Edwards Lifesciences positions in Q2 2018 and 54 closed out, a net change of +28 holders.
  • The largest Edwards Lifesciences buyer in Q2 2018 was Fidelity Investments, an estimated $233M added.
  • The largest Edwards Lifesciences seller in Q2 2018 was Goldman Sachs, an estimated $88.9M sold.

Based on aggregated 13F filings for Q2 2018.