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Edwards Lifesciences

921 hedge funds and large institutions have $32B invested in Edwards Lifesciences in 2019 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 296 increasing their positions, 357 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $224M | Put options by funds: $169M

14% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 83

0% less funds holding

Funds holding: 922921 (-1)

5% less capital invested

Capital invested by funds: $33.6B → $32B (-$1.61B)

3.87% less ownership

Funds ownership: 253.32%249.45% (-3.9%)

16% less funds holding in top 10

Funds holding in top 10: 2521 (-4)

17% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 357

Holders
921
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
20%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.46%
New
95
Increased
296
Reduced
357
Closed
83
Calls
$224M
Puts
$169M
Net Calls
+$55.7M
Net Calls Change
+$28.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
776
HMS Capital Management
Tennessee
$193K
MAM
777
Meeder Asset Management
Ohio
$191K +$62K +1,026 +49%
OSNBOA
778
Old Second National Bank of Aurora
Illinois
$185K -$144K -2,388 -44%
TRAM
779
Tuscan Ridge Asset Management
Illinois
$185K -$54.4K -900 -23%
SOAMC
780
Spirit of America Management Corp
New York
$185K
CAPTRUST Financial Advisors
781
CAPTRUST Financial Advisors
North Carolina
$178K +$12K +198 +7%
MAM
782
Marquette Asset Management
Minnesota
$167K
FANJ
783
Financial Architects (New Jersey)
New Jersey
$166K
AAP
784
Arax Advisory Partners
Colorado
$166K +$163K +2,700 New
VanEck Associates
785
VanEck Associates
New York
$159K +$156K +2,586 New
YWP
786
YorkBridge Wealth Partners
New York
$157K
VNA
787
Valley National Advisers
Pennsylvania
$135K -$66.6K -1,101 -33%
PMFA
788
Plante Moran Financial Advisors
Michigan
$132K -$11.8K -195 -8%
CTC
789
Central Trust Company
Missouri
$131K
LWS
790
Lucia Wealth Services
California
$130K
FL
791
Fort LP
Maryland
$129K -$225K -3,714 -64%
SIAS
792
Shine Investment Advisory Services
Colorado
$129K -$9.07K -150 -7%
NFG
793
Next Financial Group
Texas
$128K +$62K +1,026 +98%
AF
794
Allworth Financial
California
$125K
JFGIW
795
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$124K
TL
796
TrueWealth LLC
Georgia
$124K
HFM
797
Harvest Fund Management
China
$120K
BWL
798
Bogart Wealth LLC
Virginia
$113K
PCG
799
Private Capital Group
Connecticut
$113K +$23.6K +390 +20%
GLI
800
Guardian Life Insurance
New York
$111K +$2K +33 +2%

EW Hedge Fund Activity: Q2 2019 in Review

921 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2019, worth a combined $32B — down 4.8% from $33.6B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new EW positions and 83 closed out — a net gain of 12 holders — while 296 added to existing stakes and 357 trimmed.

The largest buyer was Nuveen, adding an estimated $708M. The largest seller was Vanguard Group, cutting an estimated $525M.

  • 921 institutional investors held Edwards Lifesciences (EW) as of Q2 2019, down from 922 in Q1 2019.
  • Funds reported $32B of Edwards Lifesciences stock for Q2 2019, down 4.8% quarter-over-quarter.
  • 95 funds opened new Edwards Lifesciences positions in Q2 2019 and 83 closed out, a net change of +12 holders.
  • The largest Edwards Lifesciences buyer in Q2 2019 was Nuveen, an estimated $708M added.
  • The largest Edwards Lifesciences seller in Q2 2019 was Vanguard Group, an estimated $525M sold.

Based on aggregated 13F filings for Q2 2019.