We are live on ! Find out more
EW icon

Edwards Lifesciences
EW

816 hedge funds and large institutions have $24.3B invested in Edwards Lifesciences in 2018 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 237 increasing their positions, 311 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 68

62% more funds holding in top 10

Funds holding in top 10: 13 → 21 (+8)

24% more capital invested

Capital invested by funds: $19.6B → $24.3B (+$4.79B)

24% more call options, than puts

Call options by funds: $112M | Put options by funds: $90.4M

6% more funds holding

Funds holding: 773 → 816 (+43)

2.95% more ownership

Funds ownership: 246.48% → 249.42% (+2.9%)

24% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 311

Holders
816
Holders Change
+43
Holders Change %
+5.56%
% of All Funds
18.7%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.48%
New
118
Increased
237
Reduced
311
Closed
68
Calls
$112M
Puts
$90.4M
Net Calls
+$22M
Net Calls Change
+$22M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$553M
2
TCIM
TIAA CREF Investment Management
New York
+$166M
3
American Century Companies
American Century Companies
Missouri
+$95.9M
4
Bank of America
Bank of America
North Carolina
+$76.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$50.9M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$170M
2
Citadel Advisors
Citadel Advisors
Florida
-$130M
3
Ameriprise
Ameriprise
Minnesota
-$115M
4
Sands Capital Management
Sands Capital Management
Virginia
-$56.5M
5
NSLI
Nan Shan Life Insurance
Taiwan
-$54.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BSA
826
Braun Stacey Associates
New York
– -$4.86M -129,288 Closed
GAM
827
Gotham Asset Management
New York
– -$4.23M -112,623 Closed
BA
828
Bridgewater Associates
Connecticut
– -$3.7M -98,496 Closed
Capital Fund Management (CFM)
829
Capital Fund Management (CFM)
France
– -$3.39M -78,012 Closed
AGAM
830
Avalon Global Asset Management
California
– -$2.25M -60,000 Closed
MSE
831
MUFG Securities EMEA
United Kingdom
– -$2.25M -60,000 Closed
SGH
832
Sivik Global Healthcare
Connecticut
– -$2.25M -60,000 Closed
Wealth Enhancement Advisory Services
833
Wealth Enhancement Advisory Services
Minnesota
– -$2.12M -52,602 Closed
GLAM
834
Gardner Lewis Asset Management
Pennsylvania
– -$1.73M -46,035 Closed
GCP
835
GSA Capital Partners
United Kingdom
– -$1.68M -44,673 Closed
ECM
836
Endurant Capital Management
California
– -$1.38M -36,648 Closed
Verition Fund Management
837
Verition Fund Management
Connecticut
– -$1.27M -33,861 Closed
Marshall Wace
838
Marshall Wace
United Kingdom
– -$1.25M -33,321 Closed
Jane Street
839
Jane Street
New York
– -$1.41M -32,418 Closed
CM
840
Caption Management
Oklahoma
– -$1.21M -32,250 Closed
ZIC
841
ZWJ Investment Counsel
Georgia
– -$1.07M -28,614 Closed
Holocene Advisors
842
Holocene Advisors
New York
– -$950K -25,284 Closed
SC
843
Scotia Capital
Ontario, Canada
– -$779K -20,730 Closed
NIT
844
NumerixS Investment Technologies
British Columbia, Canada
– -$642K -17,100 Closed
KI
845
Koch Industries
Kansas
– -$619K -16,476 Closed
BMC
846
Benin Management Corp
Connecticut
– -$597K -15,900 Closed
EGM
847
Engineers Gate Manager
New York
– -$532K -14,154 Closed
HSA
848
HBK Sorce Advisory
Pennsylvania
– -$528K -14,055 Closed
FP
849
FDO Partners
Massachusetts
– -$526K -14,013 Closed
KCM
850
Kornitzer Capital Management
Kansas
– -$525K -13,980 Closed
32 33
34
35 36

EW Hedge Fund Activity: Q1 2018 in Review

816 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2018, worth a combined $24.3B — up 24% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new EW positions and 68 closed out — a net gain of 50 holders — while 237 added to existing stakes and 311 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $553M. The largest seller was AllianceBernstein, cutting an estimated $170M.

  • 816 institutional investors held Edwards Lifesciences (EW) as of Q1 2018, up from 773 in Q4 2017.
  • Funds reported $24.3B of Edwards Lifesciences stock for Q1 2018, up 24% quarter-over-quarter.
  • 118 funds opened new Edwards Lifesciences positions in Q1 2018 and 68 closed out, a net change of +50 holders.
  • The largest Edwards Lifesciences buyer in Q1 2018 was Fidelity Investments, an estimated $553M added.
  • The largest Edwards Lifesciences seller in Q1 2018 was AllianceBernstein, an estimated $170M sold.

Based on aggregated 13F filings for Q1 2018.