Edwards Lifesciences
815 hedge funds and large institutions have $24.3B invested in Edwards Lifesciences in 2018 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 237 increasing their positions, 309 reducing their positions, and 69 closing their positions.
71% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 69
62% more funds holding in top 10
Funds holding in top 10: 13 → 21 (+8)
24% more call options, than puts
Call options by funds: $112M | Put options by funds: $90.4M
24% more capital invested
Capital invested by funds: $19.6B → $24.3B (+$4.73B)
5% more funds holding
Funds holding: 773 → 815 (+42)
0.9% more ownership
Funds ownership: 82.16% → 83.05% (+0.9%)
23% less repeat investments, than reductions
Existing positions increased: 237 | Existing positions reduced: 309
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$553M |
| 2 |
TCIM
TIAA CREF Investment Management
New York
|
+$166M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$95.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$76.6M |
| 5 |
Bank of New York Mellon
New York
|
+$50.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$170M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$130M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$115M |
| 4 |
Sands Capital Management
Arlington,
Virginia
|
-$56.5M |
| 5 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
-$54.5M |
EW Hedge Fund Activity: Q1 2018 in Review
815 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2018, worth a combined $24.3B — up 24% from $19.6B a quarter earlier.
Buyers outnumbered sellers: 118 funds opened new EW positions and 69 closed out — a net gain of 49 holders — while 237 added to existing stakes and 309 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $553M. The largest seller was AllianceBernstein, cutting an estimated $170M.
- 815 institutional investors held Edwards Lifesciences (EW) as of Q1 2018, up from 773 in Q4 2017.
- Funds reported $24.3B of Edwards Lifesciences stock for Q1 2018, up 24% quarter-over-quarter.
- 118 funds opened new Edwards Lifesciences positions in Q1 2018 and 69 closed out, a net change of +49 holders.
- The largest Edwards Lifesciences buyer in Q1 2018 was Fidelity Investments, an estimated $553M added.
- The largest Edwards Lifesciences seller in Q1 2018 was AllianceBernstein, an estimated $170M sold.
Based on aggregated 13F filings for Q1 2018.