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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
NEPWA
801
New England Private Wealth Advisors
Massachusetts
$220K +$211K +3,000 New
PA
802
Parallel Advisors
California
$219K +$111K +1,587 +114%
MJRIC
803
Mogy Joel R Investment Counsel
California
$218K +$209K +2,970 New
WMA
804
Wealth Management Associates
New Jersey
$218K +$209K +2,973 New
GRP
805
Global Retirement Partners
California
$217K -$23K -327 -10%
RE
806
RBC Europe
United Kingdom
$215K -$14.8K -210 -7%
B
807
Bailard
California
$213K +$204K +2,901 New
APP
808
Avantax Planning Partners
Iowa
$213K +$204K +2,907 New
BOS
809
Bank of Stockton
California
$213K +$204K +2,910 New
ANI
810
American National Insurance
Texas
$211K +$202K +2,880 New
CB
811
Cadence Bank
Mississippi
$211K +$202K +2,880 New
CG
812
CFO4Life Group
Texas
$211K +$202K +2,880 New
MMA
813
Miracle Mile Advisors
California
$209K +$200K +2,847 New
SC
814
Schulhoff & Co
Ohio
$209K +$201K +2,856 New
CAPTRUST Financial Advisors
815
CAPTRUST Financial Advisors
North Carolina
$208K -$4K -57 -2%
JA
816
JOYN Advisors
Georgia
$205K -$8.22K -117 -4%
AWM
817
Affinity Wealth Management
Delaware
$205K +$197K +2,799 New
SFG
818
Sather Financial Group
Texas
$205K +$197K +2,799 New
CRWM
819
Castle Rock Wealth Management
California
$203K -$64.3K -915 -26%
BB
820
Busey Bank
Illinois
$203K +$194K +2,763 New
MAM
821
Marquette Asset Management
Minnesota
$199K
AAP
822
Arax Advisory Partners
Colorado
$198K
FANJ
823
Financial Architects (New Jersey)
New Jersey
$198K
SB
824
Strategic Blueprint
Georgia
$188K +$180K +2,565 New
GSC
825
G&S Capital
Colorado
$181K +$173K +2,469 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.