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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
CI
926
CX Institutional
Indiana
$11K +$843 +12 +9%
IRC
927
Investors Research Corp
Georgia
$11K +$10.7K +153 New
NCM
928
Next Capital Management
New York
$9K -$27K -384 -75%
GWS
929
Glassman Wealth Services
Virginia
$9K
IAS
930
IMA Advisory Services
Colorado
$9K
RIA
931
RPG Investment Advisory
California
$9K
WAS
932
Winch Advisory Services
Wisconsin
$9K
WPA
933
West Paces Advisors
Georgia
$7.48K
M
934
MOTCO
Texas
$6K -$40K -570 -87%
GWAG
935
Garrett Wealth Advisory Group
Texas
$5.94K +$5.69K +81 New
CA
936
Centerpoint Advisors
Massachusetts
$5K
Kayne Anderson Rudnick Investment Management
937
Kayne Anderson Rudnick Investment Management
California
$5K
VCM
938
Versant Capital Management
Arizona
$5K
NIC
939
Northwest Investment Counselors
Oregon
$5K +$4.64K +66 New
SIS
940
Sound Income Strategies
Florida
$4K
EI
941
Ellevest Inc
New York
$3K +$843 +12 +44%
TWA
942
TCI Wealth Advisors
Arizona
$3K +$1.05K +15 +71%
AIC
943
Ameritas Investment Company
Nebraska
$3K +$2.53K +36 New
WWM
944
Willingdon Wealth Management
North Carolina
$3K +$2.53K +36 New
AA
945
Advisory Alpha
Michigan
$2.02K +$1.9K +27 New
EWA
946
Evolution Wealth Advisors
Florida
$2K -$30.6K -435 -93%
Capstone Investment Advisors
947
Capstone Investment Advisors
New York
$2K -$8.85K -126 -82%
GWMIA
948
Global Wealth Management Investment Advisory
Florida
$2K
GC
949
Globeflex Capital
California
$2K
THWM
950
Taylor Hoffman Wealth Management
Virginia
$2K

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.