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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
Aviva
101
Aviva
United Kingdom
$27.2M -$2.88M -56,988 -10%
KBC Group
102
KBC Group
Belgium
$27.1M -$17.7M -348,933 -40%
Chevy Chase Trust
103
Chevy Chase Trust
Maryland
$26.9M -$210K -4,152 -0.8%
Mitsubishi UFJ Trust & Banking
104
Mitsubishi UFJ Trust & Banking
Japan
$26.3M -$433K -8,565 -2%
CRC
105
Curi RMB Capital
Illinois
$26.3M +$392K +7,749 +2%
BHIA
106
Birch Hill Investment Advisors
Massachusetts
$25.8M -$834K -16,485 -3%
Stifel Financial
107
Stifel Financial
Missouri
$25.2M -$341K -6,735 -1%
BG
108
Bellevue Group
Switzerland
$24.2M -$14.5M -286,608 -38%
Allianz Asset Management
109
Allianz Asset Management
Germany
$24M +$522K +10,311 +2%
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$23.9M +$19.5M +384,639 +459%
RJA
111
Raymond James & Associates
Florida
$21.8M +$268K +5,289 +1%
CPC
112
Cookson Peirce & Co
Pennsylvania
$21.7M -$229K -4,530 -1%
VAM
113
Vontobel Asset Management
New York
$21.6M +$2.68M +52,890 +14%
AG
114
Aperio Group
California
$20M +$3.32M +65,523 +20%
TIM
115
Triodos Investment Management
Netherlands
$19.9M -$5.51M -108,900 -22%
Toronto Dominion Bank
116
Toronto Dominion Bank
Ontario, Canada
$19.1M -$1.73M -34,101 -8%
O
117
OppenheimerFunds
New York
$19M +$1.78M +35,142 +10%
Robeco Institutional Asset Management
118
Robeco Institutional Asset Management
Netherlands
$19M -$1.75M -34,587 -9%
HSBC Holdings
119
HSBC Holdings
United Kingdom
$18.7M -$4.61M -91,056 -20%
GC
120
Giverny Capital
Quebec, Canada
$18.7M -$8.88M -175,536 -32%
GIA
121
Gateway Investment Advisers
Ohio
$18.6M +$17M +336,000 +1,162%
Canada Life
122
Canada Life
Manitoba, Canada
$18.6M -$15.6M -308,109 -45%
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$17.7M +$477K +9,426 +3%
CSIC
124
Clifford Swan Investment Counsel
California
$17.3M -$238K -4,710 -1%
IG
125
Ithaka Group
Virginia
$16.7M -$426K -8,424 -3%

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.