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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.74B +$3.71M +75,825 +0.1%
BlackRock
2
BlackRock
New York
$2.66B -$26.6M -544,572 -1%
State Street
3
State Street
Massachusetts
$1.48B +$42.1M +860,043 +3%
Sands Capital Management
4
Sands Capital Management
Virginia
$1.46B +$214M +4,369,602 +21%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.27B -$22.2M -453,540 -2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.18B +$64.8M +1,324,626 +7%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.02B -$123M -2,514,189 -12%
AllianceBernstein
8
AllianceBernstein
Tennessee
$821M -$14.4M -294,603 -2%
Brown Advisory
9
Brown Advisory
Maryland
$688M +$12.4M +253,065 +2%
Capital Research Global Investors
10
Capital Research Global Investors
California
$617M +$324M +6,619,617 +165%
TCIM
11
TIAA CREF Investment Management
New York
$574M -$2.64M -54,045 -0.5%
Norges Bank
12
Norges Bank
Norway
$574M -$12.1M -247,263 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$476M +$11.6M +236,784 +3%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$436M +$198M +4,052,637 +117%
Bank of America
15
Bank of America
North Carolina
$414M -$3.59M -73,329 -1%
Northern Trust
16
Northern Trust
Illinois
$396M -$15.7M -320,541 -4%
Ameriprise
17
Ameriprise
Minnesota
$390M -$13.6M -278,622 -4%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$370M -$3.01M -61,536 -1%
DGI
19
Disciplined Growth Investors
Minnesota
$359M +$5.34M +109,254 +2%
Franklin Resources
20
Franklin Resources
California
$346M -$8.35M -170,775 -3%
American Century Companies
21
American Century Companies
Missouri
$330M -$79.7M -1,628,574 -22%
Artisan Partners
22
Artisan Partners
Wisconsin
$295M -$13.1M -268,344 -5%
Goldman Sachs
23
Goldman Sachs
New York
$278M -$36.4M -744,294 -13%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$269M +$6.36M +130,119 +3%
Jennison Associates
25
Jennison Associates
New York
$251M +$87.8M +1,796,205 +71%

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.