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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
Franklin Resources
26
Franklin Resources
California
$384M -$16.3M -196,927 -4%
Legal & General Group
27
Legal & General Group
United Kingdom
$380M -$15.3M -184,882 -4%
OCBV
28
Ownership Capital B.V.
Netherlands
$377M +$68.8M +828,870 +25%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$341M +$7.77M +93,691 +3%
Ameriprise
30
Ameriprise
Minnesota
$333M -$14.5M -174,265 -5%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$319M +$8.94M +107,800 +3%
Charles Schwab
32
Charles Schwab
California
$285M -$19.8M -239,279 -7%
Goldman Sachs
33
Goldman Sachs
New York
$274M -$147M -1,770,053 -37%
CIP
34
Champlain Investment Partners
Vermont
$258M -$4.33M -52,145 -2%
Morgan Stanley
35
Morgan Stanley
New York
$257M +$16M +193,176 +7%
Jennison Associates
36
Jennison Associates
New York
$239M -$68M -819,389 -24%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$233M +$656K +7,913 +0.3%
A
38
AustralianSuper
Australia
$230M +$5.26M +63,357 +3%
HL
39
Harding Loevner
New Jersey
$219M +$199M +2,404,717 +284,246%
Swiss National Bank
40
Swiss National Bank
Switzerland
$214M -$5.29M -63,800 -3%
Primecap Management
41
Primecap Management
California
$212M
UBS Group
42
UBS Group
Switzerland
$210M +$22.4M +269,770 +13%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$205M -$16.8M -203,116 -8%
PPA
44
Parametric Portfolio Associates
Washington
$195M +$4.12M +49,728 +2%
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$190M +$117K +1,406 +0.1%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$175M -$12.4M -149,633 -7%
JP Morgan Chase
47
JP Morgan Chase
New York
$160M +$3.19M +38,508 +2%
Deutsche Bank
48
Deutsche Bank
Germany
$158M +$11.7M +140,849 +9%
Macquarie Group
49
Macquarie Group
Australia
$157M +$21.1M +254,030 +17%
Invesco
50
Invesco
Georgia
$155M -$31.9M -383,995 -18%

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.