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Edwards Lifesciences

964 hedge funds and large institutions have $37.9B invested in Edwards Lifesciences in 2019 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 314 increasing their positions, 354 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 69

43% more funds holding in top 10

Funds holding in top 10: 2130 (+9)

32% more call options, than puts

Call options by funds: $380M | Put options by funds: $289M

19% more capital invested

Capital invested by funds: $32B → $37.9B (+$5.92B)

5% more funds holding

Funds holding: 921964 (+43)

0.57% less ownership

Funds ownership: 249.45%248.88% (-0.57%)

11% less repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 354

Holders
964
Holders Change
+43
Holders Change %
+4.67%
% of All Funds
21.14%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.66%
New
118
Increased
314
Reduced
354
Closed
69
Calls
$380M
Puts
$289M
Net Calls
+$91.2M
Net Calls Change
+$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
776
Alexandria Capital
Virginia
$241K -$6.74K -96 -3%
PA
777
Pinnacle Associates
New York
$241K +$231K +3,285 New
MC
778
Middleton & Co
Massachusetts
$240K
NPT
779
Nixon Peabody Trust
Massachusetts
$238K -$106K -1,509 -32%
OFG
780
OmniStar Financial Group
North Carolina
$236K -$504K -7,179 -69%
WA
781
Wealth Architects
California
$236K +$226K +3,222 New
BBA
782
Braun-Bostich & Associates
Pennsylvania
$235K -$82K -1,167 -27%
DY
783
Dowling & Yahnke
California
$235K +$225K +3,210 New
ACP
784
Aviance Capital Partners
Florida
$233K +$223K +3,180 New
AWP
785
Ascent Wealth Partners
New York
$232K +$223K +3,171 New
GA
786
Geller Advisors
New York
$231K +$221K +3,150 New
MIA
787
MainStreet Investment Advisors
Illinois
$231K +$222K +3,162 New
HCM
788
HMS Capital Management
Tennessee
$230K
DWT
789
Dorsey & Whitney Trust
South Dakota
$230K +$221K +3,147 New
EWA
790
ERTS Wealth Advisors
Michigan
$229K -$19K -270 -8%
Parallax Volatility Advisers
791
Parallax Volatility Advisers
California
$229K +$220K +3,129 New
SA
792
Strategic Advisors
New York
$226K +$217K +3,087 New
VanEck Associates
793
VanEck Associates
New York
$225K +$34.4K +489 +19%
MCM
794
MAI Capital Management
Ohio
$225K +$215K +3,063 New
MAM
795
Meeder Asset Management
Ohio
$223K -$4.21K -60 -2%
CCFCSB
796
Cape Cod Five Cents Savings Bank
Massachusetts
$223K +$214K +3,048 New
BSW
797
Buckingham Strategic Wealth
Missouri
$222K +$213K +3,033 New
SBSB
798
Sullivan, Bruyette, Speros & Blaney
Virginia
$221K +$212K +3,021 New
SOAMC
799
Spirit of America Management Corp
New York
$220K
BMC
800
Beaton Management Company
Massachusetts
$220K +$211K +3,000 New

EW Hedge Fund Activity: Q3 2019 in Review

964 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2019, worth a combined $37.9B — up 19% from $32B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new EW positions and 69 closed out — a net gain of 49 holders — while 314 added to existing stakes and 354 trimmed.

The largest buyer was Capital International Investors, adding an estimated $205M. The largest seller was Capital Research Global Investors, cutting an estimated $125M.

  • 964 institutional investors held Edwards Lifesciences (EW) as of Q3 2019, up from 921 in Q2 2019.
  • Funds reported $37.9B of Edwards Lifesciences stock for Q3 2019, up 19% quarter-over-quarter.
  • 118 funds opened new Edwards Lifesciences positions in Q3 2019 and 69 closed out, a net change of +49 holders.
  • The largest Edwards Lifesciences buyer in Q3 2019 was Capital International Investors, an estimated $205M added.
  • The largest Edwards Lifesciences seller in Q3 2019 was Capital Research Global Investors, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2019.