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Edwards Lifesciences

874 hedge funds and large institutions have $26.8B invested in Edwards Lifesciences in 2018 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 252 increasing their positions, 336 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 94

3% more funds holding

Funds holding: 852874 (+22)

2.33% more ownership

Funds ownership: 251.82%254.16% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

3% less call options, than puts

Call options by funds: $120M | Put options by funds: $124M

12% less capital invested

Capital invested by funds: $30.6B → $26.8B (-$3.77B)

25% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 336

Holders
874
Holders Change
+22
Holders Change %
+2.58%
% of All Funds
19.47%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
123
Increased
252
Reduced
336
Closed
94
Calls
$120M
Puts
$124M
Net Calls
-$3.77M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
801
Wealthspire Advisors (New York)
New York
$26K +$25.3K +501 New
EWM
802
Executive Wealth Management
Michigan
$25K +$24.6K +486 New
SFSIG
803
San Francisco Sentry Investment Group
California
$24K -$40.8K -807 -63%
GAM
804
Gemmer Asset Management
California
$23K
PFBT
805
Parkside Financial Bank & Trust
Missouri
$23K +$7.89K +156 +51%
JFA
806
JNBA Financial Advisors
Minnesota
$23K +$22.8K +450 New
MNBTD
807
Moody National Bank Trust Division
Texas
$22K +$22.2K +438 New
Capstone Investment Advisors
808
Capstone Investment Advisors
New York
$21K +$7.89K +156 +60%
FTI
809
Fiduciary Trust International
Massachusetts
$21K +$20.8K +411 New
RA
810
Rational Advisors
New York
$20K -$55.9K -1,104 -74%
BL
811
Balentine LLC
Georgia
$20K
PCA
812
Providence Capital Advisors
North Carolina
$19K
KCM
813
Karp Capital Management
California
$19K +$19K +375 New
WT
814
Whittier Trust
California
$18K
TFO
815
Tarbox Family Office
California
$18K +$18.1K +357 New
GI
816
Gradient Investments
Minnesota
$16K -$6.68K -132 -30%
EARNEST Partners
817
EARNEST Partners
Georgia
$15K
FPS
818
Fieldpoint Private Securities
Connecticut
$15K
RWA
819
River Wealth Advisors
Pennsylvania
$15K
MC
820
Machina Capital
France
$15K +$14.7K +291 New
ACS
821
Archford Capital Strategies
Illinois
$14K -$28.8K -570 -68%
CB
822
Community Bank
New York
$13K
LF
823
Lee Financial
Texas
$13K
OAJ
824
Ogorek Anthony Joseph
New York
$13K
JGIA
825
Jackson Grant Investment Advisers
Connecticut
$13K +$12.4K +246 New

EW Hedge Fund Activity: Q4 2018 in Review

874 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2018, worth a combined $26.8B — down 12% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new EW positions and 94 closed out — a net gain of 29 holders — while 252 added to existing stakes and 336 trimmed.

The largest buyer was Jennison Associates, adding an estimated $405M. The largest seller was Winslow Capital Management, cutting an estimated $214M.

  • 874 institutional investors held Edwards Lifesciences (EW) as of Q4 2018, up from 852 in Q3 2018.
  • Funds reported $26.8B of Edwards Lifesciences stock for Q4 2018, down 12% quarter-over-quarter.
  • 123 funds opened new Edwards Lifesciences positions in Q4 2018 and 94 closed out, a net change of +29 holders.
  • The largest Edwards Lifesciences buyer in Q4 2018 was Jennison Associates, an estimated $405M added.
  • The largest Edwards Lifesciences seller in Q4 2018 was Winslow Capital Management, an estimated $214M sold.

Based on aggregated 13F filings for Q4 2018.