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Edwards Lifesciences
EW

838 hedge funds and large institutions have $25.5B invested in Edwards Lifesciences in 2018 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 286 increasing their positions, 314 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 54

11% more call options, than puts

Call options by funds: $152M | Put options by funds: $136M

5% more funds holding in top 10

Funds holding in top 10: 21 → 22 (+1)

3% more funds holding

Funds holding: 815 → 838 (+23)

5% more capital invested

Capital invested by funds: $24.3B → $25.5B (+$1.16B)

0.55% more ownership

Funds ownership: 249.42% → 249.97% (+0.55%)

9% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 314

Holders
838
Holders Change
+23
Holders Change %
+2.82%
% of All Funds
19.18%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.5%
New
82
Increased
286
Reduced
314
Closed
54
Calls
$152M
Puts
$136M
Net Calls
+$15.6M
Net Calls Change
-$6.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$233M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$187M
3
TCIM
TIAA CREF Investment Management
New York
+$109M
4
WCM Investment Management
WCM Investment Management
California
+$63.4M
5
Invesco
Invesco
Georgia
+$57M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$88.9M
2
Ameriprise
Ameriprise
Minnesota
-$80.6M
3
Renaissance Technologies
Renaissance Technologies
New York
-$71.7M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$71.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$70.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Assenagon Asset Management
851
Assenagon Asset Management
Luxembourg
– -$1.93M -41,463 Closed
BCM
852
Bayesian Capital Management
New York
– -$1.71M -36,687 Closed
HCMT
853
Highland Capital Management (Texas)
Texas
– -$1.67M -36,000 Closed
APP
854
Avantax Planning Partners
Iowa
– -$1.4M -30,060 Closed
VIA
855
Vident Investment Advisory
Georgia
– -$1.25M -27,057 Closed
IIM
856
Ipswich Investment Management
Massachusetts
– -$685K -14,721 Closed
SAMC
857
Spectrum Asset Management (California)
California
– -$593K -13,980 Closed
DCM
858
Driehaus Capital Management
Illinois
– -$520K -11,190 Closed
Hudson Bay Capital Management
859
Hudson Bay Capital Management
Connecticut
– -$474K -10,200 Closed
HCM
860
Highbridge Capital Management
New York
– -$458K -9,849 Closed
SKK
861
Shepherd Kaplan Krochuk
Massachusetts
– -$387K -8,319 Closed
HIM
862
Hillsdale Investment Management
Ontario, Canada
– -$377K -8,100 Closed
KIA
863
Kopp Investment Advisors
Minnesota
– -$357K -7,668 Closed
IR
864
Invictus RG
Bermuda
– -$343K -7,368 Closed
UC
865
Unio Capital
New Jersey
– -$280K -6,000 Closed
SLT
866
St Louis Trust
Missouri
– -$265K -5,691 Closed
Jacobs Levy Equity Management
867
Jacobs Levy Equity Management
New Jersey
– -$240K -5,160 Closed
H
868
HoyleCohen
California
– -$235K -5,061 Closed
WA
869
WESPAC Advisors
California
– -$229K -4,929 Closed
VAM
870
Visionary Asset Management
Texas
– -$224K -4,914 Closed
FAAS
871
First Allied Advisory Services
California
– -$209K -4,503 Closed
C
872
Cerebellum
California
– -$186K -4,008 Closed
WDL
873
Well Done LLC
Michigan
– -$152K -3,270 Closed
IWM
874
IHT Wealth Management
Illinois
– -$126K -2,796 Closed
HFP
875
Holistic Financial Partners
Indiana
– -$74K -1,599 Closed
32 33 34
35
36

EW Hedge Fund Activity: Q2 2018 in Review

838 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2018, worth a combined $25.5B — up 4.8% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new EW positions and 54 closed out — a net gain of 28 holders — while 286 added to existing stakes and 314 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $233M. The largest seller was Goldman Sachs, cutting an estimated $88.9M.

  • 838 institutional investors held Edwards Lifesciences (EW) as of Q2 2018, up from 815 in Q1 2018.
  • Funds reported $25.5B of Edwards Lifesciences stock for Q2 2018, up 4.8% quarter-over-quarter.
  • 82 funds opened new Edwards Lifesciences positions in Q2 2018 and 54 closed out, a net change of +28 holders.
  • The largest Edwards Lifesciences buyer in Q2 2018 was Fidelity Investments, an estimated $233M added.
  • The largest Edwards Lifesciences seller in Q2 2018 was Goldman Sachs, an estimated $88.9M sold.

Based on aggregated 13F filings for Q2 2018.