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Edwards Lifesciences

852 hedge funds and large institutions have $30.6B invested in Edwards Lifesciences in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 271 increasing their positions, 325 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $374M | Put options by funds: $244M

30% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 70

20% more capital invested

Capital invested by funds: $25.5B → $30.6B (+$5.08B)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

1.86% more ownership

Funds ownership: 249.97%251.82% (+1.9%)

2% more funds holding

Funds holding: 838852 (+14)

17% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 325

Holders
852
Holders Change
+14
Holders Change %
+1.67%
% of All Funds
19.48%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.53%
New
91
Increased
271
Reduced
325
Closed
70
Calls
$374M
Puts
$244M
Net Calls
+$129M
Net Calls Change
+$114M
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
776
TRUE Private Wealth Advisors
Oregon
$49.8K +$42K +858 New
ACS
777
Archford Capital Strategies
Illinois
$49K
SQA
778
Simon Quick Advisors
New Jersey
$48K -$22K -450 -35%
WA
779
WealthTrust-Arizona
Arizona
$46K -$1.03K -21 -3%
SWA
780
Sutton Wealth Advisors
Florida
$44.6K
GEA
781
Glen Eagle Advisors
New Jersey
$44.4K -$587 -12 -2%
FHA
782
First Horizon Advisors
Tennessee
$42K
TC
783
Trust Company
Kansas
$42K
HWA
784
Heritage Wealth Advisors
Virginia
$42K +$35.8K +732 New
AF
785
Advisornet Financial
Minnesota
$41K -$1.76K -36 -5%
FMB
786
Field & Main Bank
Kentucky
$37K -$4.11K -84 -12%
MWM
787
MinichMacGregor Wealth Management
New York
$37K
WTB
788
Washington Trust Bank
Washington
$33K -$11.7K -240 -30%
VCM
789
Versant Capital Management
Arizona
$33K -$587 -12 -2%
TCOV
790
Trust Company of Vermont
Vermont
$33K
WA
791
WP Advisors
California
$32K
ECM
792
Exchange Capital Management
Michigan
$32K +$27K +552 New
PCP
793
Proficio Capital Partners
Massachusetts
$30K -$734 -15 -3%
FPFS
794
First Personal Financial Services
North Carolina
$30K +$16K +327 +176%
WTC
795
WhitTier Trust Company
Nevada
$28K
GI
796
Gradient Investments
Minnesota
$26K -$872K -17,826 -98%
GAM
797
Gemmer Asset Management
California
$26K
IP
798
Intellectus Partners
California
$22K
PCA
799
Providence Capital Advisors
North Carolina
$22K
BL
800
Balentine LLC
Georgia
$22K +$18.8K +384 New

EW Hedge Fund Activity: Q3 2018 in Review

852 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2018, worth a combined $30.6B — up 20% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new EW positions and 70 closed out — a net gain of 21 holders — while 271 added to existing stakes and 325 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $324M. The largest seller was Fidelity Investments, cutting an estimated $123M.

  • 852 institutional investors held Edwards Lifesciences (EW) as of Q3 2018, up from 838 in Q2 2018.
  • Funds reported $30.6B of Edwards Lifesciences stock for Q3 2018, up 20% quarter-over-quarter.
  • 91 funds opened new Edwards Lifesciences positions in Q3 2018 and 70 closed out, a net change of +21 holders.
  • The largest Edwards Lifesciences buyer in Q3 2018 was Capital Research Global Investors, an estimated $324M added.
  • The largest Edwards Lifesciences seller in Q3 2018 was Fidelity Investments, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2018.