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Edwards Lifesciences

690 hedge funds and large institutions have $16.6B invested in Edwards Lifesciences in 2017 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 206 increasing their positions, 284 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 83

1% more funds holding

Funds holding: 686690 (+4)

2% less capital invested

Capital invested by funds: $17B → $16.6B (-$364M)

4.79% less ownership

Funds ownership: 254.01%249.22% (-4.8%)

27% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 284

34% less call options, than puts

Call options by funds: $71.2M | Put options by funds: $107M

50% less funds holding in top 10

Funds holding in top 10: 147 (-7)

Holders
690
Holders Change
+4
Holders Change %
+0.58%
% of All Funds
17.18%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.17%
New
99
Increased
206
Reduced
284
Closed
83
Calls
$71.2M
Puts
$107M
Net Calls
-$36.2M
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.91B +$47.5M +1,517,175 +3%
BlackRock
2
BlackRock
New York
$1.32B +$1.26B +40,172,454 +2,185%
State Street
3
State Street
Massachusetts
$883M +$14.8M +473,532 +2%
Sands Capital Management
4
Sands Capital Management
Virginia
$753M -$30.1M -960,405 -4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$605M -$21.8M -696,258 -3%
AllianceBernstein
6
AllianceBernstein
Tennessee
$599M +$137M +4,379,763 +30%
Ameriprise
7
Ameriprise
Minnesota
$540M +$79.9M +2,550,504 +17%
Brown Advisory
8
Brown Advisory
Maryland
$417M +$228M +7,279,239 +121%
Winslow Capital Management
9
Winslow Capital Management
Minnesota
$250M +$1.87M +59,661 +0.8%
Goldman Sachs
10
Goldman Sachs
New York
$246M +$29.6M +945,735 +14%
Norges Bank
11
Norges Bank
Norway
$241M +$22.3M +711,138 +10%
Northern Trust
12
Northern Trust
Illinois
$226M -$586K -18,702 -0.3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$214M +$12.1M +386,760 +6%
WRF
14
Waddell & Reed Financial
Kansas
$212M -$12.1M -388,074 -5%
Franklin Resources
15
Franklin Resources
California
$202M -$48.4M -1,544,592 -19%
DGI
16
Disciplined Growth Investors
Minnesota
$201M -$1.48M -47,265 -0.7%
Bank of America
17
Bank of America
North Carolina
$196M +$7.73M +246,924 +4%
American Century Companies
18
American Century Companies
Missouri
$193M +$13M +413,802 +7%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$191M +$17.6M +561,366 +10%
Wells Fargo
20
Wells Fargo
California
$176M +$18.2M +582,600 +12%
O
21
OrbiMed
New York
$173M +$45.8M +1,463,700 +36%
TCIM
22
TIAA CREF Investment Management
New York
$162M +$39.4M +1,257,798 +32%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$161M +$13.7M +437,736 +9%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$151M -$496M -15,837,690 -77%
Morgan Stanley
25
Morgan Stanley
New York
$140M +$31.2M +998,013 +29%

EW Hedge Fund Activity: Q1 2017 in Review

690 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2017, worth a combined $16.6B — down 2.1% from $17B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new EW positions and 83 closed out — a net gain of 16 holders — while 206 added to existing stakes and 284 trimmed.

The largest buyer was BlackRock, adding an estimated $1.26B. The largest seller was Fidelity Investments, cutting an estimated $496M.

  • 690 institutional investors held Edwards Lifesciences (EW) as of Q1 2017, up from 686 in Q4 2016.
  • Funds reported $16.6B of Edwards Lifesciences stock for Q1 2017, down 2.1% quarter-over-quarter.
  • 99 funds opened new Edwards Lifesciences positions in Q1 2017 and 83 closed out, a net change of +16 holders.
  • The largest Edwards Lifesciences buyer in Q1 2017 was BlackRock, an estimated $1.26B added.
  • The largest Edwards Lifesciences seller in Q1 2017 was Fidelity Investments, an estimated $496M sold.

Based on aggregated 13F filings for Q1 2017.