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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
FPFS
876
First Personal Financial Services
North Carolina
$61K -$211 -3 -0.4%
ST
877
Smithfield Trust
Pennsylvania
$61K
SWA
878
Sutton Wealth Advisors
Florida
$58.9K
PCG
879
Private Capital Group
Connecticut
$58K -$108K -1,536 -66%
EIP
880
Ellis Investment Partners
Pennsylvania
$58K
SFSIG
881
San Francisco Sentry Investment Group
California
$58K +$22.5K +321 +68%
GEA
882
Glen Eagle Advisors
New Jersey
$57.6K +$6.74K +96 +14%
PCM
883
Prelude Capital Management
New York
$57K +$54.6K +777 New
BBHC
884
Brown Brothers Harriman & Co
New York
$56K +$11.8K +168 +28%
PFBT
885
Parkside Financial Bank & Trust
Missouri
$55K
OAJ
886
Ogorek Anthony Joseph
New York
$54K
HWA
887
Heritage Wealth Advisors
Virginia
$53K
WTC
888
WhitTier Trust Company
Nevada
$52K
PW
889
Price Wealth
Texas
$51K
LWANC
890
Laurel Wealth Advisors (North Carolina)
North Carolina
$46K +$4.64K +66 +12%
FMTCOCP
891
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$44K
FNBOSM
892
First National Bank of South Miami
Florida
$44K
FMB
893
Field & Main Bank
Kentucky
$39K
TFO
894
Tarbox Family Office
California
$39K
BL
895
Balentine LLC
Georgia
$39K +$4.64K +66 +14%
AssetMark Inc
896
AssetMark Inc
California
$38K -$2.11K -30 -5%
SLF
897
Sun Life Financial
Ontario, Canada
$37K +$421 +6 +1%
MRCM
898
M&R Capital Management
New Jersey
$35K
AS
899
Altshuler Shaham
Israel
$35K +$21.5K +306 +173%
MSFP
900
Mark Sheptoff Financial Planning
Connecticut
$35K +$33.7K +480 New

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.