The buying is dominated by active asset managers (Assenagon, Mirae) rather than passive/index funds, which strengthens the signal. However, the 13F lag means these positions may have been adjusted since quarter-end. Monitor upcoming earnings and any Form 4 insider activity for corroboration.
Executive Summary
Four institutional asset managers added to Edwards Lifesciences positions in Q3 2026, led by Assenagon Asset Management increasing by $70.7M, while two small European asset managers trimmed. The net institutional conviction is mixed, buying was concentrated and meaningful in scale ($90.3M net inflow) but the cluster lacks insider corroboration and the 13F data is stale.
Key Financial Metrics
Institutional Positions
Net institutional flow: $90.3M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | ADD | +50% | $234.7M | $70.7M |
| Mirae Asset Global Investments Co. | DOUBLED | +136.4% | $29.6M | $16.5M |
| Wealth Enhancement Advisory Services | ADD | +45.8% | $10.4M | $2.4M |
| Exchange Traded Concepts | ADD | +62% | $1.7M | $594.0K |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Amf Tjanstepension Ab | TRIM | -59% | $1.4M | -$881.0K |
| Banque Pictet & Cie | TRIM | -34.3% | $1.9M | -$717.0K |
Key Facts
- 4 institutional buyers added $90.3M in net new holdings during Q3 2026
- Assenagon Asset Management was the largest buyer, adding $70.7M (+50%) to reach $234.7M
- Mirae Asset Global Investments doubled its position, adding $16.5M
- 2 sellers trimmed a combined $1.6M, negligible relative to buying
- No open-market insider buying corroborates the cluster (confluence score 9/100)
- 13F data reflects quarter-end positions as of September 30, 2026, filed with a 45-day lag
Financial Impact
4 institutions accumulated $90.3M in net new positions while 2 reduced holdings by $1.6M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- No insider buying to corroborate the institutional thesis
- Cluster is relatively small ($90M net) relative to $52.3B market cap
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-EW-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 3d ago | Institutional Cluster | $94.44 | awaiting T+60 | awaiting T+60 | No price |
Aug 31, 2026 8w ago | Insider Cluster | $90.74 | awaiting T+60 | awaiting T+60 | No price |
Aug 28, 2026 9w ago | Insider Cluster | $90.75 | awaiting T+60 | awaiting T+60 | No price |
Aug 26, 2026 9w ago | Insider Cluster | $89.95 | awaiting T+60 | awaiting T+60 | No price |
Aug 10, 2026 12w ago | Court Ruling | $93.66 | awaiting T+60 | awaiting T+60 | No price |
Jul 30, 2026 13w ago | Insider Cluster | $86.07 $90.56 | ▲ +5.22% | ▲ +2.76% | No price |
Jul 28, 2026 13w ago | Insider Cluster | $85.76 $90.09 | ▲ +5.05% | ▲ +0.32% | No price |
May 29, 2026 22w ago | Insider Cluster | $88.17 $90.87 | ▲ +3.07% | ▲ +2.09% | No price |
May 18, 2026 23w ago | Insider Cluster | $82.11 $92.51 | ▲ +12.67% | ▲ +6.65% | No price |
May 18, 2026 23w ago | Insider Cluster | $82.11 $92.51 | ▲ +12.67% | ▲ +6.65% | No price |
US Market Status
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