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Edwards Lifesciences

922 hedge funds and large institutions have $33.6B invested in Edwards Lifesciences in 2019 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 299 increasing their positions, 335 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 65

25% more capital invested

Capital invested by funds: $26.8B → $33.6B (+$6.75B)

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

5% more funds holding

Funds holding: 874922 (+48)

9% more call options, than puts

Call options by funds: $335M | Put options by funds: $308M

0.84% less ownership

Funds ownership: 254.16%253.32% (-0.84%)

11% less repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 335

Holders
922
Holders Change
+48
Holders Change %
+5.49%
% of All Funds
19.96%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.54%
New
121
Increased
299
Reduced
335
Closed
65
Calls
$335M
Puts
$308M
Net Calls
+$27.5M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
826
San Francisco Sentry Investment Group
California
$49K +$16.9K +297 +63%
PFBT
827
Parkside Financial Bank & Trust
Missouri
$47K +$16.1K +282 +61%
HWA
828
Heritage Wealth Advisors
Virginia
$46.7K
AF
829
Advisornet Financial
Minnesota
$46K
WTC
830
WhitTier Trust Company
Nevada
$45K
GEA
831
Glen Eagle Advisors
New Jersey
$44K
PW
832
Price Wealth
Texas
$44K
WCM
833
WealthBridge Capital Management
Ohio
$41K +$514 +9 +1%
TWA
834
TCI Wealth Advisors
Arizona
$40K -$514 -9 -1%
LWANC
835
Laurel Wealth Advisors (North Carolina)
North Carolina
$40K
PCP
836
Proficio Capital Partners
Massachusetts
$39K +$4.62K +81 +15%
FNBOSM
837
First National Bank of South Miami
Florida
$38K
AssetMark Inc
838
AssetMark Inc
California
$37K -$18.1K -318 -36%
OIA
839
OneDigital Investment Advisors
Kansas
$36K -$49.3K -864 -61%
VCM
840
Versant Capital Management
Arizona
$36K
NCM
841
Nelson Capital Management
California
$35K -$2.4K -42 -7%
BBHC
842
Brown Brothers Harriman & Co
New York
$34K +$16.6K +291 +120%
FMB
843
Field & Main Bank
Kentucky
$34K +$30.3K +531 New
MNBTD
844
Moody National Bank Trust Division
Texas
$33K +$4.79K +84 +19%
EWM
845
Executive Wealth Management
Michigan
$30K -$1.03K -18 -4%
TAIM
846
TD Ameritrade Investment Management
Nebraska
$30K +$26.5K +465 New
TCOV
847
Trust Company of Vermont
Vermont
$29K -$6.68K -117 -20%
JFA
848
JNBA Financial Advisors
Minnesota
$29K
Walleye Capital
849
Walleye Capital
New York
$29K +$25.7K +450 New
GT
850
Glenmede Trust
Pennsylvania
$27.2K -$52.4M -918,174 -68%

EW Hedge Fund Activity: Q1 2019 in Review

922 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2019, worth a combined $33.6B — up 25% from $26.8B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new EW positions and 65 closed out — a net gain of 56 holders — while 299 added to existing stakes and 335 trimmed.

The largest buyer was Jennison Associates, adding an estimated $283M. The largest seller was Vanguard Group, cutting an estimated $511M.

  • 922 institutional investors held Edwards Lifesciences (EW) as of Q1 2019, up from 874 in Q4 2018.
  • Funds reported $33.6B of Edwards Lifesciences stock for Q1 2019, up 25% quarter-over-quarter.
  • 121 funds opened new Edwards Lifesciences positions in Q1 2019 and 65 closed out, a net change of +56 holders.
  • The largest Edwards Lifesciences buyer in Q1 2019 was Jennison Associates, an estimated $283M added.
  • The largest Edwards Lifesciences seller in Q1 2019 was Vanguard Group, an estimated $511M sold.

Based on aggregated 13F filings for Q1 2019.