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Edwards Lifesciences

922 hedge funds and large institutions have $33.6B invested in Edwards Lifesciences in 2019 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 299 increasing their positions, 335 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 65

25% more capital invested

Capital invested by funds: $26.8B → $33.6B (+$6.75B)

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

5% more funds holding

Funds holding: 874922 (+48)

9% more call options, than puts

Call options by funds: $335M | Put options by funds: $308M

0.84% less ownership

Funds ownership: 254.16%253.32% (-0.84%)

11% less repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 335

Holders
922
Holders Change
+48
Holders Change %
+5.49%
% of All Funds
19.96%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.54%
New
121
Increased
299
Reduced
335
Closed
65
Calls
$335M
Puts
$308M
Net Calls
+$27.5M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.61B -$511M -8,955,126 -14%
BlackRock
2
BlackRock
New York
$3.29B +$134M +2,340,237 +5%
State Street
3
State Street
Massachusetts
$1.7B +$63.3M +1,108,641 +4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.56B +$103M +1,796,928 +8%
Sands Capital Management
5
Sands Capital Management
Virginia
$1.47B -$45M -788,976 -3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.32B -$24M -420,759 -2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.23B -$214M -3,750,702 -16%
Jennison Associates
8
Jennison Associates
New York
$1.1B +$283M +4,955,073 +40%
AllianceBernstein
9
AllianceBernstein
Tennessee
$821M -$96.9M -1,698,642 -12%
Norges Bank
10
Norges Bank
Norway
$705M +$5.33M +93,453 +0.9%
Brown Advisory
11
Brown Advisory
Maryland
$701M -$7.9M -138,444 -1%
Capital Research Global Investors
12
Capital Research Global Investors
California
$687M -$36.7M -643,947 -6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$561M -$1.15M -20,190 -0.2%
TCIM
14
TIAA CREF Investment Management
New York
$555M -$67.3M -1,179,867 -12%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$505M -$66.2M -1,160,874 -13%
Northern Trust
16
Northern Trust
Illinois
$454M +$3.86M +67,608 +1%
Bank of America
17
Bank of America
North Carolina
$422M +$1.4M +24,483 +0.4%
Ameriprise
18
Ameriprise
Minnesota
$367M -$46.1M -807,336 -12%
American Century Companies
19
American Century Companies
Missouri
$360M +$21.4M +374,787 +7%
DGI
20
Disciplined Growth Investors
Minnesota
$355M -$10.5M -183,837 -3%
Franklin Resources
21
Franklin Resources
California
$296M -$68.9M -1,207,545 -21%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$295M +$13.6M +238,170 +5%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$270M +$561K +9,837 +0.2%
Goldman Sachs
24
Goldman Sachs
New York
$255M +$22.7M +397,296 +11%
Legal & General Group
25
Legal & General Group
United Kingdom
$248M +$33.4M +585,669 +18%

EW Hedge Fund Activity: Q1 2019 in Review

922 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2019, worth a combined $33.6B — up 25% from $26.8B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new EW positions and 65 closed out — a net gain of 56 holders — while 299 added to existing stakes and 335 trimmed.

The largest buyer was Jennison Associates, adding an estimated $283M. The largest seller was Vanguard Group, cutting an estimated $511M.

  • 922 institutional investors held Edwards Lifesciences (EW) as of Q1 2019, up from 874 in Q4 2018.
  • Funds reported $33.6B of Edwards Lifesciences stock for Q1 2019, up 25% quarter-over-quarter.
  • 121 funds opened new Edwards Lifesciences positions in Q1 2019 and 65 closed out, a net change of +56 holders.
  • The largest Edwards Lifesciences buyer in Q1 2019 was Jennison Associates, an estimated $283M added.
  • The largest Edwards Lifesciences seller in Q1 2019 was Vanguard Group, an estimated $511M sold.

Based on aggregated 13F filings for Q1 2019.