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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
AIA
826
Alera Investment Advisors
Illinois
$13K +$13.1K +258 New
NSIM
827
North Star Investment Management
Illinois
$12K
BBHC
828
Brown Brothers Harriman & Co
New York
$12K +$7.59K +150 +161%
SFA
829
Semmax Financial Advisors
North Carolina
$12K +$12K +237 New
AWM
830
Avondale Wealth Management
Texas
$12K +$12.1K +240 New
LFA
831
Legacy Financial Advisors
Kentucky
$11K
TSW
832
Thompson Siegel & Walmsley
Virginia
$11K
LPWM
833
Lake Point Wealth Management
Texas
$11K +$11.2K +222 New
CCM
834
Cribstone Capital Management
Maine
$10K
IAS
835
IMA Advisory Services
Colorado
$10K
NC
836
NewSquare Capital
Pennsylvania
$10K
ONST
837
Old North State Trust
North Carolina
$10K
FGC
838
Financial Gravity Companies
Texas
$10K +$9.11K +180 New
CBT
839
Central Bank & Trust
Kentucky
$9K -$5.01K -99 -35%
CFA
840
Clarfeld Financial Advisors
New York
$9K +$8.65K +171 New
KTC
841
Kistler-Tiffany Companies
Pennsylvania
$8K
AS
842
Altshuler Shaham
Israel
$8K +$7.59K +150 New
CIA
843
CSat Investment Advisory
Michigan
$7K
SSB
844
Sandy Spring Bank
Maryland
$7K
RIA
845
RPG Investment Advisory
California
$6K
WAS
846
Winch Advisory Services
Wisconsin
$6K
MPWT
847
MassMutual Private Wealth & Trust
Connecticut
$5.51K
WPA
848
West Paces Advisors
Georgia
$5.21K
1832 Asset Management
849
1832 Asset Management
Ontario, Canada
$5K
HI
850
Human Investing
Oregon
$5K +$4.86K +96 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.