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Edwards Lifesciences

852 hedge funds and large institutions have $30.6B invested in Edwards Lifesciences in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 271 increasing their positions, 325 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $374M | Put options by funds: $244M

30% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 70

20% more capital invested

Capital invested by funds: $25.5B → $30.6B (+$5.08B)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

1.86% more ownership

Funds ownership: 249.97%251.82% (+1.9%)

2% more funds holding

Funds holding: 838852 (+14)

17% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 325

Holders
852
Holders Change
+14
Holders Change %
+1.67%
% of All Funds
19.48%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.53%
New
91
Increased
271
Reduced
325
Closed
70
Calls
$374M
Puts
$244M
Net Calls
+$129M
Net Calls Change
+$114M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
801
Whittier Trust
California
$21K
CAG
802
Csenge Advisory Group
Florida
$20K -$191K -3,900 -90%
PFBT
803
Parkside Financial Bank & Trust
Missouri
$17K -$293 -6 -2%
CAM
804
Close Asset Management
United Kingdom
$17K
EARNEST Partners
805
EARNEST Partners
Georgia
$17K
FPS
806
Fieldpoint Private Securities
Connecticut
$17K
RWA
807
River Wealth Advisors
Pennsylvania
$17K
CBT
808
Central Bank & Trust
Kentucky
$17K +$13.9K +285 New
KF
809
Krilogy Financial
Missouri
$17K +$14.7K +300 New
CB
810
Community Bank
New York
$15K
LF
811
Lee Financial
Texas
$15K
Capstone Investment Advisors
812
Capstone Investment Advisors
New York
$15K +$12.6K +258 New
OAJ
813
Ogorek Anthony Joseph
New York
$15K +$13.2K +270 New
WIM
814
Westside Investment Management
California
$14.2K -$3.23K -66 -5%
NSIM
815
North Star Investment Management
Illinois
$14K +$11.7K +240 New
TSW
816
Thompson Siegel & Walmsley
Virginia
$13K
CCM
817
Cribstone Capital Management
Maine
$12K
LFA
818
Legacy Financial Advisors
Kentucky
$12K
NC
819
NewSquare Capital
Pennsylvania
$12K
IAS
820
IMA Advisory Services
Colorado
$11K -$3.67K -75 -28%
CBT
821
Capital Bank & Trust
California
$11K
ONST
822
Old North State Trust
North Carolina
$11K +$9.68K +198 New
KTC
823
Kistler-Tiffany Companies
Pennsylvania
$10K -$8.22K -168 -50%
AA
824
AlphaMark Advisors
Kentucky
$10K
LA
825
Legacy Advisors
Pennsylvania
$10K

EW Hedge Fund Activity: Q3 2018 in Review

852 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2018, worth a combined $30.6B — up 20% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new EW positions and 70 closed out — a net gain of 21 holders — while 271 added to existing stakes and 325 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $324M. The largest seller was Fidelity Investments, cutting an estimated $123M.

  • 852 institutional investors held Edwards Lifesciences (EW) as of Q3 2018, up from 838 in Q2 2018.
  • Funds reported $30.6B of Edwards Lifesciences stock for Q3 2018, up 20% quarter-over-quarter.
  • 91 funds opened new Edwards Lifesciences positions in Q3 2018 and 70 closed out, a net change of +21 holders.
  • The largest Edwards Lifesciences buyer in Q3 2018 was Capital Research Global Investors, an estimated $324M added.
  • The largest Edwards Lifesciences seller in Q3 2018 was Fidelity Investments, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2018.