We are live on ! Find out more
EW icon

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
JDR
626
Jay D. Rosenbaum
$770K -$135K -1,728 -15%
LWMM
627
Legacy Wealth Management (Mississippi)
Mississippi
$761K
SP
628
SWS Partners
Ohio
$748K +$83.3K +1,068 +13%
SP
629
Symmetry Partners
Connecticut
$733K +$142K +1,822 +25%
JIC
630
Johnson Investment Counsel
Ohio
$725K
SCA
631
Stonebridge Capital Advisors
Minnesota
$724K
MYLI
632
Meiji Yasuda Life Insurance
Japan
$723K +$7.8K +100 +1%
NSEDCP
633
NJ State Employees Deferred Compensation Plan
New Jersey
$718K
VFM
634
Viking Fund Management
North Dakota
$718K
MCM
635
Murphy Capital Management
New Jersey
$715K +$7.02K +90 +1%
GG
636
Gofen & Glossberg
Illinois
$714K
TI
637
Trexquant Investment
Connecticut
$708K -$464K -5,943 -40%
DCM
638
Donaldson Capital Management
Indiana
$707K +$692K +8,863 New
SLAM
639
Swiss Life Asset Management
$706K -$268K -3,431 -28%
HR
640
Howe & Rusling
New York
$701K
ST
641
Sabal Trust
Florida
$699K
IWC
642
Integrated Wealth Concepts
Massachusetts
$698K +$42.2K +541 +7%
CAM
643
Cresset Asset Management
Illinois
$695K +$15.3K +196 +2%
HIA
644
Harbor Investment Advisory
Maryland
$687K -$143K -1,829 -18%
PFS
645
Physicians Financial Services
North Carolina
$684K -$15.6K -200 -2%
OSAM
646
O'Shaughnessy Asset Management
Connecticut
$681K +$365K +4,677 +121%
CG
647
Caprock Group
Idaho
$674K -$23K -295 -3%
JF
648
Jump Financial
Illinois
$672K +$657K +8,420 New
BAS
649
Brown Advisory Securities
Maryland
$671K +$36.6K +469 +6%
KCPG
650
Kavar Capital Partners Group
Kansas
$670K +$55K +705 +9%

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.