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Edwards Lifesciences

921 hedge funds and large institutions have $32B invested in Edwards Lifesciences in 2019 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 296 increasing their positions, 357 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $224M | Put options by funds: $169M

14% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 83

0% less funds holding

Funds holding: 922921 (-1)

5% less capital invested

Capital invested by funds: $33.6B → $32B (-$1.61B)

3.87% less ownership

Funds ownership: 253.32%249.45% (-3.9%)

16% less funds holding in top 10

Funds holding in top 10: 2521 (-4)

17% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 357

Holders
921
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
20%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.46%
New
95
Increased
296
Reduced
357
Closed
83
Calls
$224M
Puts
$169M
Net Calls
+$55.7M
Net Calls Change
+$28.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WTB
976
Washington Trust Bank
Washington
-$112K -1,767 Closed
KPW
977
Kore Private Wealth
New York
-$90K -1,410 Closed
AIC
978
Ameritas Investment Company
Nebraska
-$72K -1,125 Closed
WCM
979
WealthBridge Capital Management
Ohio
-$41K -681 Closed
WA
980
WP Advisors
California
-$352 -552 Closed
NCM
981
Nelson Capital Management
California
-$35K -546 Closed
MNBTD
982
Moody National Bank Trust Division
Texas
-$33K -522 Closed
TAIM
983
TD Ameritrade Investment Management
Nebraska
-$30K -465 Closed
AWM
984
Aevitas Wealth Management
Massachusetts
-$19K -300 Closed
LFA
985
Legacy Financial Advisors
Kentucky
-$16K -258 Closed
AIA
986
Alera Investment Advisors
Illinois
-$16K -246 Closed
NSIM
987
North Star Investment Management
Illinois
-$15K -240 Closed
TC
988
Truvestments Capital
Florida
-$13K -210 Closed
CBT
989
Central Bank & Trust
Kentucky
-$12K -186 Closed
SFA
990
Semmax Financial Advisors
North Carolina
-$12K -186 Closed
IWP
991
Icon Wealth Partners
Texas
-$11K -168 Closed
LA
992
Legacy Advisors
Pennsylvania
-$11K -165 Closed
PGA
993
Premia Global Advisors
Florida
-$7K -123 Closed
PWM
994
PRW Wealth Management
Massachusetts
-$8K -114 Closed
FCA
995
FinTrust Capital Advisors
South Carolina
-$6K -99 Closed
SWP
996
Strategic Wealth Partners
Ohio
-$5K -84 Closed
CFA
997
Camarda Financial Advisors
Florida
-$4K -60 Closed
ST
998
Sageworth Trust
Pennsylvania
-$3K -48 Closed
BHWM
999
Bay Harbor Wealth Management
Maryland
-$2.36K -39 Closed
PFO
1000
Pathstone Family Office
New Jersey
-$2K -39 Closed

EW Hedge Fund Activity: Q2 2019 in Review

921 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2019, worth a combined $32B — down 4.8% from $33.6B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new EW positions and 83 closed out — a net gain of 12 holders — while 296 added to existing stakes and 357 trimmed.

The largest buyer was Nuveen, adding an estimated $708M. The largest seller was Vanguard Group, cutting an estimated $525M.

  • 921 institutional investors held Edwards Lifesciences (EW) as of Q2 2019, down from 922 in Q1 2019.
  • Funds reported $32B of Edwards Lifesciences stock for Q2 2019, down 4.8% quarter-over-quarter.
  • 95 funds opened new Edwards Lifesciences positions in Q2 2019 and 83 closed out, a net change of +12 holders.
  • The largest Edwards Lifesciences buyer in Q2 2019 was Nuveen, an estimated $708M added.
  • The largest Edwards Lifesciences seller in Q2 2019 was Vanguard Group, an estimated $525M sold.

Based on aggregated 13F filings for Q2 2019.