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Edwards Lifesciences

1,158 hedge funds and large institutions have $47.9B invested in Edwards Lifesciences in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 409 increasing their positions, 391 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 78

85% more call options, than puts

Call options by funds: $235M | Put options by funds: $127M

16% more capital invested

Capital invested by funds: $41.1B → $47.9B (+$6.74B)

7% more funds holding

Funds holding: 1,0831,158 (+75)

5% more repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 391

0.2% less ownership

Funds ownership: 82.91%82.71% (-0.2%)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
1,158
Holders Change
+75
Holders Change %
+6.93%
% of All Funds
20.49%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.28%
New
165
Increased
409
Reduced
391
Closed
78
Calls
$235M
Puts
$127M
Net Calls
+$109M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
326
Janney Montgomery Scott
Pennsylvania
$6.12M -$181K -2,182 -3%
Fifth Third Bancorp
327
Fifth Third Bancorp
Ohio
$5.94M +$1.26M +15,229 +31%
ZCM
328
Ziegler Capital Management
Illinois
$5.85M -$134K -1,615 -2%
Mackenzie Financial
329
Mackenzie Financial
Ontario, Canada
$5.77M +$579K +6,984 +12%
Cambridge Investment Research Advisors
330
Cambridge Investment Research Advisors
Iowa
$5.77M -$1.02M -12,335 -16%
WDA
331
Wendell David Associates
New Hampshire
$5.66M +$382K +4,610 +8%
ERWM
332
Elk River Wealth Management
Colorado
$5.65M +$5.14M +61,976 New
AIP
333
Ameritas Investment Partners
Nebraska
$5.54M -$65.3K -787 -1%
VRS
334
Virginia Retirement Systems
Virginia
$5.53M -$15.8M -190,000 -76%
AAM
335
Advisors Asset Management
Colorado
$5.53M -$551K -6,641 -10%
BMSSC
336
B. Metzler seel. Sohn & Co
Germany
$5.51M +$4.89M +59,008 New
CIBC World Market
337
CIBC World Market
Ontario, Canada
$5.49M -$1.39M -16,764 -22%
II
338
IFM Investors
Australia
$5.48M +$733K +8,834 +17%
AMI
339
Amica Mutual Insurance
Rhode Island
$5.44M +$4.95M +59,630 New
JCM
340
Jag Capital Management
Missouri
$5.43M +$26.1K +315 +0.5%
KeyBank National Association
341
KeyBank National Association
Ohio
$5.42M -$85.4K -1,029 -2%
SPIA
342
Steward Partners Investment Advisory
New York
$5.41M +$420K +5,061 +9%
DADC
343
D.A. Davidson & Co
Montana
$5.34M +$285K +3,441 +6%
BIAS
344
Beacon Investment Advisory Services
New Jersey
$5.31M +$586K +7,070 +14%
OC
345
Oppenheimer & Co
New York
$5.29M -$301K -3,624 -6%
CLOS
346
Compagnie Lombard Odier SCmA
Switzerland
$5.23M +$1.66M +20,000 +54%
SDIC
347
South Dakota Investment Council
South Dakota
$5.16M
VanEck Associates
348
VanEck Associates
New York
$5.13M +$684K +8,250 +17%
CWM
349
Calamos Wealth Management
Illinois
$5.12M +$377K +4,549 +9%
SAM
350
Securian Asset Management
Minnesota
$5.09M -$151K -1,821 -3%

EW Hedge Fund Activity: Q4 2020 in Review

1,158 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2020, worth a combined $47.9B — up 16% from $41.1B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new EW positions and 78 closed out — a net gain of 87 holders — while 409 added to existing stakes and 391 trimmed.

The largest buyer was Harding Loevner, adding an estimated $199M. The largest seller was Fidelity Investments, cutting an estimated $175M.

  • 1,158 institutional investors held Edwards Lifesciences (EW) as of Q4 2020, up from 1,083 in Q3 2020.
  • Funds reported $47.9B of Edwards Lifesciences stock for Q4 2020, up 16% quarter-over-quarter.
  • 165 funds opened new Edwards Lifesciences positions in Q4 2020 and 78 closed out, a net change of +87 holders.
  • The largest Edwards Lifesciences buyer in Q4 2020 was Harding Loevner, an estimated $199M added.
  • The largest Edwards Lifesciences seller in Q4 2020 was Fidelity Investments, an estimated $175M sold.

Based on aggregated 13F filings for Q4 2020.