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Edwards Lifesciences

1,083 hedge funds and large institutions have $41.1B invested in Edwards Lifesciences in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 393 increasing their positions, 375 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 80

54% more call options, than puts

Call options by funds: $220M | Put options by funds: $142M

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

17% more capital invested

Capital invested by funds: $35.1B → $41.1B (+$6.05B)

3% more funds holding

Funds holding: 1,0471,083 (+36)

1.06% more ownership

Funds ownership: 81.85%82.91% (+1.1%)

5% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 375

Holders
1,083
Holders Change
+36
Holders Change %
+3.44%
% of All Funds
21.85%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.38%
New
124
Increased
393
Reduced
375
Closed
80
Calls
$220M
Puts
$142M
Net Calls
+$77.4M
Net Calls Change
+$61M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
401
IEQ Capital
California
$2.96M +$187K +2,393 +7%
CAPTRUST Financial Advisors
402
CAPTRUST Financial Advisors
North Carolina
$2.95M -$27.5M -352,919 -90%
RHBC
403
R.H. Bluestein & Co
Michigan
$2.91M +$1.26M +16,190 +80%
KRS
404
Kentucky Retirement Systems
Kentucky
$2.9M +$141K +1,804 +5%
CB
405
Commerce Bank
Missouri
$2.88M +$391K +5,006 +16%
CIP
406
Capital Insight Partners
Arizona
$2.88M +$2.58K +33 +0.1%
WCG
407
Weaver Consulting Group
California
$2.85M +$123K +1,575 +5%
VFA
408
Voya Financial Advisors
Connecticut
$2.82M +$321K +4,113 +13%
UCFA
409
United Capital Financial Advisors
Texas
$2.81M -$863K -11,060 -24%
CAM
410
Cozad Asset Management
Illinois
$2.81M -$235K -3,015 -8%
DDC
411
DF Dent & Co
Maryland
$2.75M +$28.5K +365 +1%
GCM
412
Geneva Capital Management
Wisconsin
$2.73M +$24.1K +309 +0.9%
TPA
413
Trivium Point Advisory
Connecticut
$2.72M +$656K +8,411 +33%
HCA
414
Harbour Capital Advisors
Virginia
$2.7M +$11.4K +146 +0.4%
TFCM
415
Taylor Frigon Capital Management
Arizona
$2.7M +$34.6K +443 +1%
LBC
416
Lawrence B. Cohen
$2.69M -$76.8K -984 -3%
ACA
417
Aptus Capital Advisors
Alabama
$2.65M +$2.59M +33,243 New
Mercer Global Advisors
418
Mercer Global Advisors
Colorado
$2.64M +$83.6K +1,072 +3%
PAG
419
Private Advisor Group
New Jersey
$2.63M -$26.1K -335 -1%
BCM
420
Brown Capital Management
Maryland
$2.6M +$4.99K +64 +0.2%
BCM
421
Bridgeway Capital Management
Texas
$2.59M
Daiwa Securities Group
422
Daiwa Securities Group
Japan
$2.57M +$1.71M +21,971 +215%
BDS
423
Banco de Sabadell
Florida
$2.56M +$2.54M +32,522 New
SC
424
Scholtz & Company
Connecticut
$2.54M -$10.2K -131 -0.4%
NRS
425
Neville Rodie & Shaw
New York
$2.54M

EW Hedge Fund Activity: Q3 2020 in Review

1,083 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2020, worth a combined $41.1B — up 17% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new EW positions and 80 closed out — a net gain of 44 holders — while 393 added to existing stakes and 375 trimmed.

The largest buyer was Jackson Square Partners, opening a new position worth an estimated $469M. The largest seller was Two Sigma Advisers, cutting an estimated $142M.

  • 1,083 institutional investors held Edwards Lifesciences (EW) as of Q3 2020, up from 1,047 in Q2 2020.
  • Funds reported $41.1B of Edwards Lifesciences stock for Q3 2020, up 17% quarter-over-quarter.
  • 124 funds opened new Edwards Lifesciences positions in Q3 2020 and 80 closed out, a net change of +44 holders.
  • The largest Edwards Lifesciences buyer in Q3 2020 was Jackson Square Partners, an estimated $469M added.
  • The largest Edwards Lifesciences seller in Q3 2020 was Two Sigma Advisers, an estimated $142M sold.

Based on aggregated 13F filings for Q3 2020.