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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
Koshinski Asset Management
626
Koshinski Asset Management
Illinois
$639K +$71 +1 +0%
AF
627
Alerus Financial
North Dakota
$638K +$656K +9,231 New
JIC
628
Johnson Investment Counsel
Ohio
$628K -$32.2K -453 -5%
NIT
629
NumerixS Investment Technologies
British Columbia, Canada
$628K +$146K +2,057 +29%
SCA
630
Stonebridge Capital Advisors
Minnesota
$627K -$5.33K -75 -0.8%
SBF
631
Sara-Bay Financial
Florida
$623K +$682K +9,600 New
NSEDCP
632
NJ State Employees Deferred Compensation Plan
New Jersey
$622K
PWA
633
Providence Wealth Advisors
Illinois
$622K
VFM
634
Viking Fund Management
North Dakota
$622K
MYLI
635
Meiji Yasuda Life Insurance
Japan
$619K
GG
636
Gofen & Glossberg
Illinois
$618K +$117K +1,650 +23%
MCM
637
Murphy Capital Management
New Jersey
$613K +$4.62K +65 +0.7%
HR
638
Howe & Rusling
New York
$607K -$60.8K -855 -9%
PFS
639
Physicians Financial Services
North Carolina
$606K
ST
640
Sabal Trust
Florida
$605K
HAG
641
HighPoint Advisor Group
Illinois
$604K +$12.1K +170 +2%
CG
642
Caprock Group
Idaho
$604K +$169K +2,379 +37%
DWM
643
Dakota Wealth Management
Florida
$598K -$11.3K -159 -2%
CAM
644
Cresset Asset Management
Illinois
$588K +$179K +2,513 +42%
WP
645
WealthPLAN Partners
Nebraska
$585K
VI
646
Versor Investments
New York
$584K -$487K -6,849 -45%
CC
647
Cedar Capital
Illinois
$584K +$47.8K +673 +9%
CPA
648
Capital Planning Advisors
California
$579K +$596K +8,380 New
BOH
649
Bank of Hawaii
Hawaii
$575K -$266K -3,750 -31%
IA
650
Icon Advisers
Colorado
$574K -$199K -2,800 -25%

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.