We are live on ! Find out more
EW icon

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
PWMG
851
Prestige Wealth Management Group
New Jersey
$5K +$4.86K +96 New
FCA
852
FinTrust Capital Advisors
South Carolina
$5K +$5.01K +99 New
PWM
853
PRW Wealth Management
Massachusetts
$5K +$5.77K +114 New
ED
854
Exane Derivatives
France
$4.59K
M
855
MOTCO
Texas
$4K -$46.1K -912 -91%
CA
856
Centerpoint Advisors
Massachusetts
$4K
SWP
857
Strategic Wealth Partners
Ohio
$4K +$4.25K +84 New
EFSCE
858
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$1.06K +21 +64%
EI
859
Ellevest Inc
New York
$3K +$2.73K +54 New
Schroder Investment Management Group
860
Schroder Investment Management Group
United Kingdom
$2.85K -$2M -39,534 -41%
AC
861
Avestar Capital
New York
$2K
GWS
862
Glassman Wealth Services
Virginia
$2K
JCM
863
Jacobi Capital Management
Pennsylvania
$2K
THWM
864
Taylor Hoffman Wealth Management
Virginia
$2K
BHWM
865
Bay Harbor Wealth Management
Maryland
$2K +$1.97K +39 New
RCG
866
Ruggie Capital Group
Florida
$2K +$1.97K +39 New
AMCA
867
Arthur M. Cohen & Associates
Illinois
$1.15K +$201K +3,975 +21%
FC
868
Ferris Capital
Massachusetts
$1K -$4.1K -81 -82%
Fidelity International
869
Fidelity International
Bermuda
$1K -$455 -9 -30%
WAP
870
Wealthcare Advisory Partners
Pennsylvania
$1K
ST
871
Sageworth Trust
Pennsylvania
$1K +$607 +12 New
CI
872
CX Institutional
Indiana
$1K +$1.37K +27 New
GWMIA
873
Global Wealth Management Investment Advisory
Florida
$1K +$1.37K +27 New
NA
874
NewEdge Advisors
Louisiana
$345 +$76.2K +1,506 +29%
HM
875
HealthCor Management
New York
-$79M -1,361,145 Closed

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.