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Edwards Lifesciences

852 hedge funds and large institutions have $30.6B invested in Edwards Lifesciences in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 271 increasing their positions, 325 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $374M | Put options by funds: $244M

30% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 70

20% more capital invested

Capital invested by funds: $25.5B → $30.6B (+$5.08B)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

1.86% more ownership

Funds ownership: 249.97%251.82% (+1.9%)

2% more funds holding

Funds holding: 838852 (+14)

17% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 325

Holders
852
Holders Change
+14
Holders Change %
+1.67%
% of All Funds
19.48%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.53%
New
91
Increased
271
Reduced
325
Closed
70
Calls
$374M
Puts
$244M
Net Calls
+$129M
Net Calls Change
+$114M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
201
Barometer Capital Management
Ontario, Canada
$9.94M -$1.61M -33,000 -16%
PWLP
202
Prio Wealth Limited Partnership
Massachusetts
$9.94M -$132K -2,694 -2%
FAF
203
Fjarde Ap-fonden
Sweden
$9.92M -$230K -4,698 -3%
BF
204
BOK Financial
Oklahoma
$9.5M +$409K +8,358 +5%
DIA
205
Dana Investment Advisors
Wisconsin
$9.46M -$857K -17,529 -10%
DekaBank Deutsche Girozentrale
206
DekaBank Deutsche Girozentrale
Germany
$9.09M +$4.16M +85,065 +83%
Nomura Asset Management
207
Nomura Asset Management
Japan
$8.95M +$3.1M +63,342 +70%
CFG
208
Citizens Financial Group
Rhode Island
$8.94M -$50.9K -1,041 -0.7%
BSA
209
Braun Stacey Associates
New York
$8.87M +$798K +16,308 +12%
BIM
210
Bridgecreek Investment Management
Oklahoma
$8.83M +$30.8K +630 +0.4%
HighTower Advisors
211
HighTower Advisors
Illinois
$8.82M +$64.1K +1,311 +0.9%
WBC
212
Westpac Banking Corp
Australia
$8.72M -$466K -9,522 -6%
OPERF
213
Oregon Public Employees Retirement Fund
Oregon
$8.63M +$86.4K +1,767 +1%
CG
214
Colony Group
Massachusetts
$8.61M -$202K -4,122 -3%
ProShare Advisors
215
ProShare Advisors
Maryland
$8.56M -$275K -5,613 -4%
KLWA
216
Kelly Lawrence W & Associates
California
$8.55M
IHL
217
Investment House LLC
California
$8.45M -$4.4K -90 -0.1%
WSCM
218
Wellington Shields Capital Management
New York
$8.41M
Credit Agricole
219
Credit Agricole
France
$8.4M +$4.28M +87,600 +153%
WEC
220
Winslow Evans & Crocker
Massachusetts
$8.39M -$547K -11,190 -7%
ZIM
221
Zacks Investment Management
Illinois
$8.34M -$2.6M -53,241 -27%
AT
222
AMF Tjänstepension
Sweden
$8.24M +$308K +6,300 +5%
TPSF
223
Texas Permanent School Fund
Texas
$8.18M -$650K -13,293 -9%
SRC
224
Stone Run Capital
New York
$8.17M
State of Tennessee, Department of Treasury
225
State of Tennessee, Department of Treasury
Tennessee
$8.14M -$19.6M -399,990 -74%

EW Hedge Fund Activity: Q3 2018 in Review

852 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2018, worth a combined $30.6B — up 20% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new EW positions and 70 closed out — a net gain of 21 holders — while 271 added to existing stakes and 325 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $324M. The largest seller was Fidelity Investments, cutting an estimated $123M.

  • 852 institutional investors held Edwards Lifesciences (EW) as of Q3 2018, up from 838 in Q2 2018.
  • Funds reported $30.6B of Edwards Lifesciences stock for Q3 2018, up 20% quarter-over-quarter.
  • 91 funds opened new Edwards Lifesciences positions in Q3 2018 and 70 closed out, a net change of +21 holders.
  • The largest Edwards Lifesciences buyer in Q3 2018 was Capital Research Global Investors, an estimated $324M added.
  • The largest Edwards Lifesciences seller in Q3 2018 was Fidelity Investments, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2018.