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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
LWS
826
Lucia Wealth Services
California
$177K +$21.9K +312 +15%
ZB
827
Zions Bancorporation
Utah
$173K +$166K +2,358 New
CB
828
CNB Bank
Pennsylvania
$171K +$124K +1,770 +312%
VNA
829
Valley National Advisers
Pennsylvania
$161K
PMFA
830
Plante Moran Financial Advisors
Michigan
$161K +$3.16K +45 +2%
SIAS
831
Shine Investment Advisory Services
Colorado
$151K -$2.53K -36 -2%
CSS
832
Cubist Systematic Strategies
Connecticut
$150K -$13.9M -198,414 -99%
AF
833
Allworth Financial
California
$149K
JFGIW
834
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$148K
TL
835
TrueWealth LLC
Georgia
$148K
SFS
836
Sowell Financial Services
Arkansas
$147K +$141K +2,007 New
NFG
837
Next Financial Group
Texas
$146K -$6.32K -90 -4%
CTC
838
Central Trust Company
Missouri
$145K -$2.11K -30 -1%
SAS
839
Stelac Advisory Services
New York
$142K +$136K +1,935 New
SG Americas Securities
840
SG Americas Securities
New York
$140K -$14.6M -208,068 -99%
BWL
841
Bogart Wealth LLC
Virginia
$135K
GLI
842
Guardian Life Insurance
New York
$133K +$1.26K +18 +1%
RA
843
Rational Advisors
New York
$128K +$62.4K +888 +103%
PO
844
Private Ocean
California
$127K +$36.9K +525 +44%
HI
845
Hudock Inc
Pennsylvania
$125K
ONST
846
Old North State Trust
North Carolina
$122K +$103K +1,464 +739%
ME
847
McIlrath & Eck
Washington
$119K -$5.27K -75 -4%
LWM
848
Lenox Wealth Management
Ohio
$115K -$6.53K -93 -6%
Group One Trading
849
Group One Trading
Illinois
$114K +$109K +1,557 New
OIA
850
Optimum Investment Advisors
Illinois
$110K +$10.5K +150 +11%

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.