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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
FHA
851
First Horizon Advisors
Tennessee
$25K +$22.4K +393 New
BL
852
Balentine LLC
Georgia
$24K
TFO
853
Tarbox Family Office
California
$23K
WT
854
Whittier Trust
California
$23K
AWM
855
Avondale Wealth Management
Texas
$23K +$6.85K +120 +50%
GAM
856
Gemmer Asset Management
California
$21K -$6.85K -120 -27%
AS
857
Altshuler Shaham
Israel
$21K +$10.1K +177 +118%
CAM
858
Close Asset Management
United Kingdom
$19K -$36K -630 -68%
EARNEST Partners
859
EARNEST Partners
Georgia
$19K
FPS
860
Fieldpoint Private Securities
Connecticut
$19K
SSB
861
Sandy Spring Bank
Maryland
$19K +$9.93K +174 +132%
PWMG
862
Prestige Wealth Management Group
New Jersey
$19K +$11.6K +204 +213%
AWM
863
Aevitas Wealth Management
Massachusetts
$19K +$17.1K +300 New
MPWT
864
MassMutual Private Wealth & Trust
Connecticut
$17K +$9.07K +159 +147%
ACS
865
Archford Capital Strategies
Illinois
$17K
LF
866
Lee Financial
Texas
$17K
OAJ
867
Ogorek Anthony Joseph
New York
$17K
AIA
868
Alera Investment Advisors
Illinois
$16K -$685 -12 -5%
JGIA
869
Jackson Grant Investment Advisers
Connecticut
$16K
LFA
870
Legacy Financial Advisors
Kentucky
$16K +$2.4K +42 +19%
NSIM
871
North Star Investment Management
Illinois
$15K
FRA
872
Front Row Advisors
California
$15K +$13.7K +240 New
TSW
873
Thompson Siegel & Walmsley
Virginia
$14K
CBT
874
Capital Bank & Trust
California
$13K -$55.6K -975 -83%
TC
875
Truvestments Capital
Florida
$13K +$12K +210 New

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.