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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
GWSG
576
GPS Wealth Strategies Group
Colorado
$1.03M +$1M +12,876 New
IWA
577
Inspirion Wealth Advisors
Illinois
$1.03M
FIM
578
Freedom Investment Management
Connecticut
$1.01M +$33.5K +429 +3%
Luther King Capital Management (LKCM)
579
Luther King Capital Management (LKCM)
Texas
$1.01M +$493K +6,314 +100%
SB
580
Simmons Bank
Arkansas
$1M -$17.2K -220 -2%
FAN
581
Financial Advisors Network
California
$992K
Acadian Asset Management
582
Acadian Asset Management
Massachusetts
$990K -$6.13M -78,539 -86%
CC
583
Cedar Capital
Illinois
$976K +$295K +3,783 +45%
ECM
584
Everence Capital Management
Indiana
$975K +$635K +8,140 +200%
1SB
585
1ST Source Bank
Indiana
$972K -$300K -3,840 -24%
AIM
586
Aspen Investment Management
Michigan
$969K +$7.8K +100 +0.8%
BRWA
587
B. Riley Wealth Advisors
Florida
$969K +$125K +1,604 +15%
PFWA
588
Paces Ferry Wealth Advisors
Georgia
$967K +$946K +12,120 New
AAS
589
Avantax Advisory Services
Texas
$944K +$492K +6,302 +115%
BG
590
Berry Group
Massachusetts
$943K
EP
591
Edgestream Partners
New Jersey
$939K -$16.9M -216,075 -95%
LNWWM
592
Laird Norton Wetherby Wealth Management
California
$935K -$27.7K -355 -3%
CAN
593
Cetera Advisor Networks
California
$920K -$284K -3,634 -24%
BS
594
Banco Santander
Spain
$917K -$220K -2,819 -20%
CMANY
595
Capital Management Associates (New York)
New York
$910K
Assenagon Asset Management
596
Assenagon Asset Management
Luxembourg
$909K -$138K -1,774 -13%
MME
597
Meag Munich Ergo
Germany
$902K -$295K -3,786 -25%
EI
598
Ethic Inc
New York
$902K +$235K +3,014 +36%
SBL
599
Sargent Bickham Lagudis
Colorado
$878K
SWP
600
Stratos Wealth Partners
Ohio
$863K -$34.1K -437 -4%

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.