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Edwards Lifesciences

772 hedge funds and large institutions have $19.6B invested in Edwards Lifesciences in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 273 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 77

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

4% more funds holding

Funds holding: 739772 (+33)

1% more capital invested

Capital invested by funds: $19.3B → $19.6B (+$251M)

0% less call options, than puts

Call options by funds: $105M | Put options by funds: $105M

2% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 273

4.47% less ownership

Funds ownership: 250.94%246.47% (-4.5%)

Holders
772
Holders Change
+33
Holders Change %
+4.47%
% of All Funds
17.51%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.29%
New
113
Increased
267
Reduced
273
Closed
77
Calls
$105M
Puts
$105M
Net Calls
-$31K
Net Calls Change
+$31.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BUB
826
BBVA USA Bancshares
Texas
-$290K -7,959 Closed
QC
827
QCM Cayman
Texas
-$261K -7,164 Closed
DRD
828
Dennis R. Delaney
-$243K -6,660 Closed
QSS
829
Quantitative Systematic Strategies
Florida
-$236K -6,489 Closed
GS
830
Girard Securities
California
-$225K -6,150 Closed
SFPM
831
Sensible Financial Planning & Management
Massachusetts
-$217K -5,964 Closed
TMAM
832
Tokio Marine Asset Management
Japan
-$215K -5,892 Closed
MCWS
833
McKinley Carter Wealth Services
West Virginia
-$211K -5,790 Closed
TNB
834
Thomasville National Bank
Georgia
-$204K -5,595 Closed
NFG
835
Next Financial Group
Texas
-$184K -5,091 Closed
CMBA
836
C.M. Bidwell & Associates
Hawaii
-$159K -4,365 Closed
DCM
837
Dupont Capital Management
Delaware
-$142K -3,897 Closed
AC
838
Alexandria Capital
Virginia
-$127K -3,498 Closed
NAMA
839
Nikko Asset Management Americas
New York
-$109K -3,000 Closed
BONST
840
Bank of Nova Scotia Trust
Ontario, Canada
-$66K -1,800 Closed
PWM
841
Perigon Wealth Management
California
-$52K -1,434 Closed
MUS
842
Mitsubishi UFJ Securities
Japan
-$43K -1,170 Closed
BA
843
Bristlecone Advisors
Washington
-$30K -825 Closed
RFWA
844
RPg Family Wealth Advisory
Massachusetts
-$17.8K -489 Closed
NCM
845
New Capital Management
Texas
-$14K -393 Closed
Bessemer Group
846
Bessemer Group
New Jersey
-$4K -120 Closed
RIA
847
RPG Investment Advisory
California
-$4K -120 Closed
TG
848
TLP Group
Illinois
-$1K -27 Closed
MGIA
849
Moneta Group Investment Advisors
Missouri
+$330 +9 New
AC
850
Avestar Capital
New York
+$661 +18 New

EW Hedge Fund Activity: Q4 2017 in Review

772 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2017, worth a combined $19.6B — up 1.3% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new EW positions and 77 closed out — a net gain of 36 holders — while 267 added to existing stakes and 273 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $262M. The largest seller was Egerton Capital (UK), exiting entirely with an estimated $146M sold.

  • 772 institutional investors held Edwards Lifesciences (EW) as of Q4 2017, up from 739 in Q3 2017.
  • Funds reported $19.6B of Edwards Lifesciences stock for Q4 2017, up 1.3% quarter-over-quarter.
  • 113 funds opened new Edwards Lifesciences positions in Q4 2017 and 77 closed out, a net change of +36 holders.
  • The largest Edwards Lifesciences buyer in Q4 2017 was Bank of New York Mellon, an estimated $262M added.
  • The largest Edwards Lifesciences seller in Q4 2017 was Egerton Capital (UK), an estimated $146M sold.

Based on aggregated 13F filings for Q4 2017.