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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
AIM
601
Aspen Investment Management
Michigan
$1.1M -$6.22K -75 -0.6%
Rafferty Asset Management
602
Rafferty Asset Management
New York
$1.09M -$2.54M -30,655 -72%
KLWA
603
Kelly Lawrence W & Associates
California
$1.09M -$1.31M -15,825 -57%
TF
604
TIAA FSB
Florida
$1.09M +$988K +11,915 New
IWA
605
Inspirion Wealth Advisors
Illinois
$1.08M -$82.9K -1,000 -8%
KAS
606
Kestra Advisory Services
Texas
$1.08M +$988K +11,913 +9,845%
BG
607
Berry Group
Massachusetts
$1.08M
IA
608
IFP Advisors
Florida
$1.07M +$126K +1,523 +15%
CAN
609
Cetera Advisor Networks
California
$1.07M +$16.6K +200 +2%
SB
610
Simmons Bank
Arkansas
$1.07M -$69.5K -838 -7%
TPCW
611
TD Private Client Wealth
New York
$1.07M +$121K +1,460 +14%
1SB
612
1ST Source Bank
Indiana
$1.06M -$43.3K -522 -4%
LJHT
613
Laurie J. Hall Trustee
$1.06M +$480K +5,790 +100%
MWM
614
Meridian Wealth Management
Kentucky
$1.05M +$954K +11,498 New
CMANY
615
Capital Management Associates (New York)
New York
$1.04M
SXL
616
Summit X LLC
Missouri
$1.03M -$25.7K -310 -3%
HVP
617
Hudson Value Partners
Florida
$1.02M +$948K +11,430 New
MME
618
Meag Munich Ergo
Germany
$1.01M
SWP
619
Stratos Wealth Partners
Ohio
$1M +$15K +181 +2%
SBL
620
Sargent Bickham Lagudis
Colorado
$985K -$16.2K -195 -2%
FP
621
Foundry Partners
Minnesota
$982K +$166 +2 +0%
SCI
622
S&CO Inc
Massachusetts
$967K
WIA
623
Wealthstreet Investment Advisors
Texas
$958K
BRWA
624
B. Riley Wealth Advisors
Florida
$956K -$138K -1,661 -14%
SP
625
SWS Partners
Ohio
$956K +$91.6K +1,104 +12%

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.