We are live on ! Find out more
EW icon

Edwards Lifesciences

874 hedge funds and large institutions have $26.8B invested in Edwards Lifesciences in 2018 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 252 increasing their positions, 336 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 94

3% more funds holding

Funds holding: 852874 (+22)

2.33% more ownership

Funds ownership: 251.82%254.16% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

3% less call options, than puts

Call options by funds: $120M | Put options by funds: $124M

12% less capital invested

Capital invested by funds: $30.6B → $26.8B (-$3.77B)

25% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 336

Holders
874
Holders Change
+22
Holders Change %
+2.58%
% of All Funds
19.47%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
123
Increased
252
Reduced
336
Closed
94
Calls
$120M
Puts
$124M
Net Calls
-$3.77M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
ESB
776
Essex Savings Bank
Connecticut
$41K +$41K +810 New
WA
777
WealthTrust-Arizona
Arizona
$40K -$607 -12 -2%
SWA
778
Sutton Wealth Advisors
Florida
$39.7K +$455 +9 +1%
BCA
779
Berman Capital Advisors
Georgia
$39K +$39.9K +789 New
DWM
780
Doyle Wealth Management
Florida
$38K +$37.9K +750 New
HWA
781
Heritage Wealth Advisors
Virginia
$37K
FPFS
782
First Personal Financial Services
North Carolina
$37K +$11.1K +219 +43%
AF
783
Advisornet Financial
Minnesota
$36K
WTC
784
WhitTier Trust Company
Nevada
$36K +$11.7K +231 +49%
GEA
785
Glen Eagle Advisors
New Jersey
$35.2K -$3.79K -75 -10%
PW
786
Price Wealth
Texas
$35K -$10.9K -216 -24%
FNBOSM
787
First National Bank of South Miami
Florida
$34K +$30.4K +600 New
PHK
788
Point72 Hong Kong
Hong Kong
$34K +$34K +672 New
WCM
789
WealthBridge Capital Management
Ohio
$34K +$34K +672 New
MOS
790
MGO One Seven
Ohio
$33K +$33.1K +654 New
TWA
791
TCI Wealth Advisors
Arizona
$32K -$120K -2,370 -79%
AA
792
AlphaMark Advisors
Kentucky
$32K +$23.5K +465 +282%
LWANC
793
Laurel Wealth Advisors (North Carolina)
North Carolina
$32K +$31.6K +624 New
NCM
794
Nelson Capital Management
California
$30K +$29.8K +588 New
TCOV
795
Trust Company of Vermont
Vermont
$29K
VCM
796
Versant Capital Management
Arizona
$29K
WTB
797
Washington Trust Bank
Washington
$29K
W
798
WealthOne
New York
$28K +$27.3K +540 New
PCP
799
Proficio Capital Partners
Massachusetts
$27K +$455 +9 +2%
LC
800
Lindbrook Capital
California
$27K +$27.3K +540 New

EW Hedge Fund Activity: Q4 2018 in Review

874 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2018, worth a combined $26.8B — down 12% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new EW positions and 94 closed out — a net gain of 29 holders — while 252 added to existing stakes and 336 trimmed.

The largest buyer was Jennison Associates, adding an estimated $405M. The largest seller was Winslow Capital Management, cutting an estimated $214M.

  • 874 institutional investors held Edwards Lifesciences (EW) as of Q4 2018, up from 852 in Q3 2018.
  • Funds reported $26.8B of Edwards Lifesciences stock for Q4 2018, down 12% quarter-over-quarter.
  • 123 funds opened new Edwards Lifesciences positions in Q4 2018 and 94 closed out, a net change of +29 holders.
  • The largest Edwards Lifesciences buyer in Q4 2018 was Jennison Associates, an estimated $405M added.
  • The largest Edwards Lifesciences seller in Q4 2018 was Winslow Capital Management, an estimated $214M sold.

Based on aggregated 13F filings for Q4 2018.