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Edwards Lifesciences

922 hedge funds and large institutions have $33.6B invested in Edwards Lifesciences in 2019 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 299 increasing their positions, 335 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 65

25% more capital invested

Capital invested by funds: $26.8B → $33.6B (+$6.75B)

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

5% more funds holding

Funds holding: 874922 (+48)

9% more call options, than puts

Call options by funds: $335M | Put options by funds: $308M

0.84% less ownership

Funds ownership: 254.16%253.32% (-0.84%)

11% less repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 335

Holders
922
Holders Change
+48
Holders Change %
+5.49%
% of All Funds
19.96%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.54%
New
121
Increased
299
Reduced
335
Closed
65
Calls
$335M
Puts
$308M
Net Calls
+$27.5M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
776
Lenox Wealth Management
Ohio
$142K +$5.31K +93 +4%
LWS
777
Lucia Wealth Services
California
$134K +$120K +2,106 New
MAM
778
Meeder Asset Management
Ohio
$133K +$69.5K +1,218 +141%
JIP
779
JBJ Investment Partners
South Carolina
$130K +$116K +2,040 New
JFGIW
780
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$129K -$8.56K -150 -7%
AF
781
Allworth Financial
California
$129K
CTC
782
Central Trust Company
Missouri
$128K
TL
783
TrueWealth LLC
Georgia
$128K
HFM
784
Harvest Fund Management
China
$124K +$111K +1,941 New
PCG
785
Private Capital Group
Connecticut
$123K -$11.6K -204 -10%
MSA
786
Marino Stram & Associates
Massachusetts
$122K +$3.6K +63 +3%
BWL
787
Bogart Wealth LLC
Virginia
$117K
GLI
788
Guardian Life Insurance
New York
$113K
CSS
789
Cubist Systematic Strategies
Connecticut
$112K -$685K -12,006 -87%
WTB
790
Washington Trust Bank
Washington
$112K +$68.5K +1,200 +212%
IA
791
IFP Advisors
Florida
$108K -$645K -11,295 -87%
ME
792
McIlrath & Eck
Washington
$108K -$12.8K -225 -12%
HI
793
Hudock Inc
Pennsylvania
$107K
PO
794
Private Ocean
California
$105K -$13.7K -240 -13%
ST
795
Smithfield Trust
Pennsylvania
$98K
SQA
796
Simon Quick Advisors
New Jersey
$91K
PA
797
Parallel Advisors
California
$90K -$36.1K -633 -31%
MUS
798
Mitsubishi UFJ Securities
Japan
$90K -$24K -420 -23%
VFA
799
Valeo Financial Advisors
Indiana
$90K +$2.74K +48 +4%
KPW
800
Kore Private Wealth
New York
$90K +$80.5K +1,410 New

EW Hedge Fund Activity: Q1 2019 in Review

922 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2019, worth a combined $33.6B — up 25% from $26.8B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new EW positions and 65 closed out — a net gain of 56 holders — while 299 added to existing stakes and 335 trimmed.

The largest buyer was Jennison Associates, adding an estimated $283M. The largest seller was Vanguard Group, cutting an estimated $511M.

  • 922 institutional investors held Edwards Lifesciences (EW) as of Q1 2019, up from 874 in Q4 2018.
  • Funds reported $33.6B of Edwards Lifesciences stock for Q1 2019, up 25% quarter-over-quarter.
  • 121 funds opened new Edwards Lifesciences positions in Q1 2019 and 65 closed out, a net change of +56 holders.
  • The largest Edwards Lifesciences buyer in Q1 2019 was Jennison Associates, an estimated $283M added.
  • The largest Edwards Lifesciences seller in Q1 2019 was Vanguard Group, an estimated $511M sold.

Based on aggregated 13F filings for Q1 2019.