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Edwards Lifesciences

720 hedge funds and large institutions have $20.8B invested in Edwards Lifesciences in 2017 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 227 increasing their positions, 287 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

67% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 52

25% more capital invested

Capital invested by funds: $16.6B → $20.8B (+$4.22B)

4% more funds holding

Funds holding: 690720 (+30)

2.64% more ownership

Funds ownership: 249.22%251.86% (+2.6%)

21% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 287

33% less call options, than puts

Call options by funds: $62.5M | Put options by funds: $93.9M

Holders
720
Holders Change
+30
Holders Change %
+4.35%
% of All Funds
17.95%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.35%
New
87
Increased
227
Reduced
287
Closed
52
Calls
$62.5M
Puts
$93.9M
Net Calls
-$31.4M
Net Calls Change
+$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BCIM
126
British Columbia Investment Management
British Columbia, Canada
$21M +$5.56M +152,256 +40%
Credit Agricole
127
Credit Agricole
France
$19.6M -$635K -17,409 -3%
RJA
128
Raymond James & Associates
Florida
$19.2M +$2.26M +61,878 +15%
William Blair Investment Management
129
William Blair Investment Management
Illinois
$19.1M -$5.44M -149,148 -24%
SAM
130
Sectoral Asset Management
Quebec, Canada
$19M -$4.39M -120,297 -20%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$18.9M -$3.27M -89,715 -16%
VFA
132
Virtus Fund Advisers
Connecticut
$18.5M -$1.99M -54,438 -10%
RA
133
RiverPark Advisors
New York
$18.3M -$26M -711,000 -60%
Schroder Investment Management Group
134
Schroder Investment Management Group
United Kingdom
$17.8M -$9.49M -260,043 -36%
Envestnet Asset Management
135
Envestnet Asset Management
Illinois
$17.4M +$4.65M +127,413 +41%
Korea Investment Corp
136
Korea Investment Corp
South Korea
$17.2M +$11.2M +307,401 +238%
Capital Fund Management (CFM)
137
Capital Fund Management (CFM)
France
$16.2M -$29M -794,805 -66%
IG
138
Ithaka Group
Virginia
$15.8M +$141K +3,870 +1%
CFB
139
Cullen/Frost Bankers
Texas
$14.8M +$1.25M +34,224 +10%
VRS
140
Virginia Retirement Systems
Virginia
$14.5M -$756K -20,700 -5%
EAM
141
EULAV Asset Management
Florida
$14.2M -$1.86M -51,000 -12%
CSIC
142
Clifford Swan Investment Counsel
California
$14.1M -$380K -10,422 -3%
RIG
143
Roosevelt Investment Group
New York
$14M -$716K -19,605 -5%
FMI
144
Factory Mutual Insurance
Massachusetts
$13.7M +$12.7M +348,000 New
GT
145
Glenmede Trust
Pennsylvania
$13.4M
NLGIA
146
Nippon Life Global Investors Americas
New York
$13.4M +$5.1M +139,770 +70%
WF
147
Welch & Forbes
Massachusetts
$13.3M -$180K -4,935 -1%
AIMCA
148
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$13.1M -$5.48M -150,000 -31%
MLICM
149
Metropolitan Life Insurance Company (MetLife)
New York
$13M -$355K -9,726 -3%
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$13M +$2M +54,888 +20%

EW Hedge Fund Activity: Q2 2017 in Review

720 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2017, worth a combined $20.8B — up 25% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new EW positions and 52 closed out — a net gain of 35 holders — while 227 added to existing stakes and 287 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $359M. The largest seller was Ameriprise, cutting an estimated $151M.

  • 720 institutional investors held Edwards Lifesciences (EW) as of Q2 2017, up from 690 in Q1 2017.
  • Funds reported $20.8B of Edwards Lifesciences stock for Q2 2017, up 25% quarter-over-quarter.
  • 87 funds opened new Edwards Lifesciences positions in Q2 2017 and 52 closed out, a net change of +35 holders.
  • The largest Edwards Lifesciences buyer in Q2 2017 was Bank of New York Mellon, an estimated $359M added.
  • The largest Edwards Lifesciences seller in Q2 2017 was Ameriprise, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2017.