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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
APP
951
Avantax Planning Partners
Iowa
-$106K -1,824 Closed
CCA
952
Catalyst Capital Advisors
New York
-$100K -1,725 Closed
GP
953
Girard Partners
Pennsylvania
-$97K -1,680 Closed
PCM
954
Prelude Capital Management
New York
-$97K -1,680 Closed
PWAG
955
Polaris Wealth Advisory Group
California
-$84K -1,440 Closed
TPWA
956
TRUE Private Wealth Advisors
Oregon
-$49.8K -858 Closed
FHA
957
First Horizon Advisors
Tennessee
-$42K -720 Closed
TC
958
Trust Company
Kansas
-$42K -720 Closed
ECM
959
Exchange Capital Management
Michigan
-$32K -552 Closed
WA
960
WP Advisors
California
-$32K -552 Closed
CAG
961
Csenge Advisory Group
Florida
-$20K -417 Closed
IP
962
Intellectus Partners
California
-$22K -372 Closed
KF
963
Krilogy Financial
Missouri
-$17K -300 Closed
VCM
964
Vigilant Capital Management
Maine
-$10K -180 Closed
LA
965
Legacy Advisors
Pennsylvania
-$10K -165 Closed
GTAM
966
Global Trust Asset Management
Florida
-$5K -81 Closed
KJWM
967
Kiley Juergens Wealth Management
Washington
-$4K -75 Closed
AA
968
Ancora Advisors
Ohio
-$4K -72 Closed
VRM
969
Vectors Research Management
New York
-$1K -27 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.