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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.45B +$44.6M +1,220,703 +2%
BlackRock
2
BlackRock
New York
$1.67B +$11.6M +317,457 +0.8%
State Street
3
State Street
Massachusetts
$1.08B -$31.3M -857,838 -3%
Sands Capital Management
4
Sands Capital Management
Virginia
$903M -$41M -1,122,084 -5%
AllianceBernstein
5
AllianceBernstein
Tennessee
$704M -$44.8M -1,226,628 -6%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$653M -$99.2M -2,718,441 -14%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$627M +$359M +9,833,178 +162%
Brown Advisory
8
Brown Advisory
Maryland
$564M +$36.9M +1,010,187 +8%
Ameriprise
9
Ameriprise
Minnesota
$515M -$151M -4,133,316 -24%
Norges Bank
10
Norges Bank
Norway
$362M +$55.4M +1,516,494 +20%
Goldman Sachs
11
Goldman Sachs
New York
$314M +$3.49M +95,592 +1%
Northern Trust
12
Northern Trust
Illinois
$275M -$8.45M -231,387 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$265M -$3.26M -89,250 -1%
Winslow Capital Management
14
Winslow Capital Management
Minnesota
$263M -$47M -1,287,459 -16%
WRF
15
Waddell & Reed Financial
Kansas
$257M -$8.57M -234,861 -3%
Franklin Resources
16
Franklin Resources
California
$252M -$2.5M -68,469 -1%
DGI
17
Disciplined Growth Investors
Minnesota
$251M -$837K -22,932 -0.4%
Wells Fargo
18
Wells Fargo
California
$251M +$27.2M +744,879 +13%
American Century Companies
19
American Century Companies
Missouri
$246M +$3.55M +97,302 +2%
Citadel Advisors
20
Citadel Advisors
Florida
$244M +$95.9M +2,626,695 +74%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$233M +$27.8M +761,745 +15%
Bank of America
22
Bank of America
North Carolina
$228M -$16.5M -451,053 -7%
ECU
23
Egerton Capital (UK)
United Kingdom
$218M +$202M +5,526,177 New
O
24
OrbiMed
New York
$217M
TCIM
25
TIAA CREF Investment Management
New York
$186M -$15.8M -431,688 -8%

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.