We are live on ! Find out more
EW icon

Edwards Lifesciences

1,047 hedge funds and large institutions have $35.1B invested in Edwards Lifesciences in 2020 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 369 increasing their positions, 373 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 92

11% more call options, than puts

Call options by funds: $170M | Put options by funds: $153M

9% more capital invested

Capital invested by funds: $32.1B → $35.1B (+$2.93B)

3% more funds holding

Funds holding: 1,0191,047 (+28)

1% less repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 373

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

164.83% less ownership

Funds ownership: 246.68%81.85% (-165%)

Holders
1,047
Holders Change
+28
Holders Change %
+2.75%
% of All Funds
21.47%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.29%
New
127
Increased
369
Reduced
373
Closed
92
Calls
$170M
Puts
$153M
Net Calls
+$16.4M
Net Calls Change
-$31.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
601
Twin Capital Management
Pennsylvania
$739K -$316K -4,445 -29%
FT
602
Fiduciary Trust
Massachusetts
$739K +$332K +4,666 +77%
EVM
603
Evelyn V. Moreno
$736K -$53.3K -750 -7%
BRWA
604
B. Riley Wealth Advisors
Florida
$729K +$162K +2,276 +28%
LCM
605
Leisure Capital Management
California
$727K -$71.4K -1,005 -9%
WIA
606
Wealthstreet Investment Advisors
Texas
$726K +$64K +900 +9%
HIA
607
Harbor Investment Advisory
Maryland
$721K -$349K -4,914 -32%
DWM
608
Destination Wealth Management
California
$714K -$67K -943 -8%
LBD
609
Landsberg Bennett & Dubbaneh
Florida
$713K +$747K +10,506 New
ET
610
Equitable Trust
Tennessee
$702K -$140K -1,974 -16%
HMS
611
Hanseatic Management Services
New Mexico
$701K -$256K -3,597 -26%
NAM
612
Nexpoint Asset Management
Texas
$695K
SAM
613
Silvercrest Asset Management
New York
$695K
LIM
614
Leavell Investment Management
Alabama
$691K +$28.4K +400 +4%
RCAG
615
Rehmann Capital Advisory Group
Michigan
$672K +$15.4K +217 +2%
BL
616
BFSG LLC
California
$668K
HFG
617
Heron Financial Group
New York
$667K -$30.9K -435 -4%
CI
618
Conning Inc
Connecticut
$665K -$41.8K -588 -6%
LP
619
LMR Partners
United Kingdom
$664K +$683K +9,610 New
LWMM
620
Legacy Wealth Management (Mississippi)
Mississippi
$659K +$44.2K +622 +7%
HS
621
Haafor (Singapore)
Singapore
$655K +$45.3K +637 +7%
SP
622
SWS Partners
Ohio
$651K +$56.9K +800 +11%
IA
623
IFP Advisors
Florida
$648K -$105K -1,473 -13%
BHB
624
Bank Hapoalim BM
Israel
$644K -$3.62K -51 -0.5%
EI
625
Ellevest Inc
New York
$642K +$26.7K +376 +4%

EW Hedge Fund Activity: Q2 2020 in Review

1,047 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2020, worth a combined $35.1B — up 9.1% from $32.1B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new EW positions and 92 closed out — a net gain of 35 holders — while 369 added to existing stakes and 373 trimmed.

The largest buyer was BlackRock, adding an estimated $246M. The largest seller was Fidelity Investments, cutting an estimated $458M.

  • 1,047 institutional investors held Edwards Lifesciences (EW) as of Q2 2020, up from 1,019 in Q1 2020.
  • Funds reported $35.1B of Edwards Lifesciences stock for Q2 2020, up 9.1% quarter-over-quarter.
  • 127 funds opened new Edwards Lifesciences positions in Q2 2020 and 92 closed out, a net change of +35 holders.
  • The largest Edwards Lifesciences buyer in Q2 2020 was BlackRock, an estimated $246M added.
  • The largest Edwards Lifesciences seller in Q2 2020 was Fidelity Investments, an estimated $458M sold.

Based on aggregated 13F filings for Q2 2020.