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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
SIS
901
Sound Income Strategies
Florida
$4K -$95K -1,665 -97%
AC
902
Avestar Capital
New York
$4K
CFA
903
Camarda Financial Advisors
Florida
$4K +$3.42K +60 New
SCM
904
Shelton Capital Management
Colorado
$3.08K -$426K -7,461 -81%
IAS
905
IMA Advisory Services
Colorado
$3K -$8.56K -150 -78%
EI
906
Ellevest Inc
New York
$3K
ST
907
Sageworth Trust
Pennsylvania
$3K +$2.05K +36 +300%
PFO
908
Pathstone Family Office
New Jersey
$2K -$128K -2,238 -98%
BHWM
909
Bay Harbor Wealth Management
Maryland
$2K
GWMIA
910
Global Wealth Management Investment Advisory
Florida
$2K
JCM
911
Jacobi Capital Management
Pennsylvania
$2K
THWM
912
Taylor Hoffman Wealth Management
Virginia
$2K
VRM
913
Vectors Research Management
New York
$2K +$1.54K +27 New
WWM
914
Willingdon Wealth Management
North Carolina
$2K +$1.71K +30 New
Fidelity International
915
Fidelity International
Bermuda
$1K -$171 -3 -14%
CAM
916
ClariVest Asset Management
California
$1K
FC
917
Ferris Capital
Massachusetts
$1K
WAP
918
Wealthcare Advisory Partners
Pennsylvania
$1K
TIM
919
Tortoise Investment Management
New York
$1K +$685 +12 New
AA
920
Advisory Alpha
Michigan
$544 +$514 +9 New
Koshinski Asset Management
921
Koshinski Asset Management
Illinois
$480
WA
922
WP Advisors
California
$352 +$31.5K +552 New
MIM
923
Manitou Investment Management
Ontario, Canada
-$10M -237,954 Closed
PCM
924
Penserra Capital Management
California
-$7.4M -144,876 Closed
MAM
925
Martingale Asset Management
Massachusetts
-$6.47M -126,621 Closed

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.