We are live on ! Find out more
EW icon

Edwards Lifesciences

838 hedge funds and large institutions have $25.5B invested in Edwards Lifesciences in 2018 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 286 increasing their positions, 314 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 54

11% more call options, than puts

Call options by funds: $152M | Put options by funds: $136M

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

3% more funds holding

Funds holding: 815838 (+23)

5% more capital invested

Capital invested by funds: $24.3B → $25.5B (+$1.16B)

0.55% more ownership

Funds ownership: 249.42%249.97% (+0.55%)

9% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 314

Holders
838
Holders Change
+23
Holders Change %
+2.82%
% of All Funds
19.18%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.5%
New
82
Increased
286
Reduced
314
Closed
54
Calls
$152M
Puts
$136M
Net Calls
+$15.6M
Net Calls Change
-$6.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
801
Thompson Siegel & Walmsley
Virginia
$11K
LFA
802
Legacy Financial Advisors
Kentucky
$11K +$10.1K +216 New
IWP
803
Icon Wealth Partners
Texas
$11K +$10.2K +219 New
CBT
804
Capital Bank & Trust
California
$10K
CCM
805
Cribstone Capital Management
Maine
$10K
NC
806
NewSquare Capital
Pennsylvania
$10K
CPA
807
Clear Perspective Advisors
Illinois
$10K +$10.9K +234 +115%
DWM
808
Destination Wealth Management
California
$9K -$363K -7,779 -98%
BBHC
809
Brown Brothers Harriman & Co
New York
$9K -$15.5K -333 -65%
VCM
810
Vigilant Capital Management
Maine
$9K -$7.7K -165 -48%
FPFS
811
First Personal Financial Services
North Carolina
$9K -$4.48K -96 -34%
FGAM
812
Financial Gravity Asset Management
Texas
$9K -$2.66K -57 -22%
TFO
813
Tarbox Family Office
California
$9K
BCI
814
Brinker Capital Investments
Pennsylvania
$9K +$8.4K +180 New
AA
815
AlphaMark Advisors
Kentucky
$8K
LA
816
Legacy Advisors
Pennsylvania
$8K
SSB
817
Sandy Spring Bank
Maryland
$6K
CIA
818
CSat Investment Advisory
Michigan
$6K +$5.6K +120 New
RIA
819
RPG Investment Advisory
California
$6K +$5.6K +120 New
WAS
820
Winch Advisory Services
Wisconsin
$6K +$5.6K +120 New
1832 Asset Management
821
1832 Asset Management
Ontario, Canada
$5K +$4.48K +96 New
WPA
822
West Paces Advisors
Georgia
$4.95K +$1.4K +30 +42%
B
823
Bridgeworth
Alabama
$4K +$4.34K +93 New
ED
824
Exane Derivatives
France
$3.93K +$700 +15 +23%
SWP
825
Strategic Wealth Partners
Ohio
$3K -$7.98K -171 -74%

EW Hedge Fund Activity: Q2 2018 in Review

838 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2018, worth a combined $25.5B — up 4.8% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new EW positions and 54 closed out — a net gain of 28 holders — while 286 added to existing stakes and 314 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $233M. The largest seller was Goldman Sachs, cutting an estimated $88.9M.

  • 838 institutional investors held Edwards Lifesciences (EW) as of Q2 2018, up from 815 in Q1 2018.
  • Funds reported $25.5B of Edwards Lifesciences stock for Q2 2018, up 4.8% quarter-over-quarter.
  • 82 funds opened new Edwards Lifesciences positions in Q2 2018 and 54 closed out, a net change of +28 holders.
  • The largest Edwards Lifesciences buyer in Q2 2018 was Fidelity Investments, an estimated $233M added.
  • The largest Edwards Lifesciences seller in Q2 2018 was Goldman Sachs, an estimated $88.9M sold.

Based on aggregated 13F filings for Q2 2018.