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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
AWM
926
AE Wealth Management
Kansas
-$252K -4,344 Closed
BCM
927
BlueCrest Capital Management
Jersey
-$249K -4,284 Closed
PAA
928
Peregrine Asset Advisers
Oregon
-$247K -4,257 Closed
BS
929
Banco Santander
Spain
-$229K -3,945 Closed
H
930
HoyleCohen
California
-$227K -3,906 Closed
BW
931
Bison Wealth
Georgia
-$221K -3,807 Closed
MWM
932
Meridian Wealth Management
Kentucky
-$218K -3,750 Closed
ET
933
Equitable Trust
Tennessee
-$212K -3,660 Closed
MLFP
934
MPS Loria Financial Planners
Illinois
-$212K -3,660 Closed
HB
935
Homrich & Berg
Georgia
-$209K -3,606 Closed
RAM
936
Roanoke Asset Management
New Jersey
-$209K -3,600 Closed
SGAM
937
Steinberg Global Asset Management
Florida
-$209K -3,600 Closed
IWM
938
IHT Wealth Management
Illinois
-$205K -3,534 Closed
CWM
939
Chesapeake Wealth Management
Virginia
-$202K -3,480 Closed
AC
940
Alexandria Capital
Virginia
-$202K -3,477 Closed
HA
941
Hamel Associates
New Jersey
-$200K -3,450 Closed
SFM
942
Signet Financial Management
New Jersey
-$173K -2,985 Closed
LWS
943
Lucia Wealth Services
California
-$143K -2,463 Closed
CPH
944
C Partners Holding
Switzerland
-$143K -2,457 Closed
SFG
945
SevenBridge Financial Group
Pennsylvania
-$142K -2,454 Closed
PCIA
946
Prime Capital Investment Advisors
Kansas
-$123K -2,115 Closed
TG
947
TLP Group
Illinois
-$118K -2,040 Closed
CPIG
948
Chicago Partners Investment Group
Illinois
-$93K -2,007 Closed
NEI
949
Northwest & Ethical Investments
Ontario, Canada
-$109K -1,875 Closed
RMAM
950
Raab & Moskowitz Asset Management
New Jersey
-$107K -1,845 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.