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Edwards Lifesciences

1,092 hedge funds and large institutions have $40.3B invested in Edwards Lifesciences in 2019 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 351 increasing their positions, 358 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 54

13% more funds holding

Funds holding: 9641,092 (+128)

6% more capital invested

Capital invested by funds: $37.9B → $40.3B (+$2.42B)

0.05% more ownership

Funds ownership: 248.88%248.93% (+0.05%)

1% less call options, than puts

Call options by funds: $259M | Put options by funds: $261M

2% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 358

3% less funds holding in top 10

Funds holding in top 10: 3029 (-1)

Holders
1,092
Holders Change
+128
Holders Change %
+13.28%
% of All Funds
21.52%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.57%
New
197
Increased
351
Reduced
358
Closed
54
Calls
$259M
Puts
$261M
Net Calls
-$2.37M
Net Calls Change
-$93.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
676
Wealthspire Advisors (Maryland)
Maryland
$546K -$8.43K -108 -2%
CANY
677
Caxton Associates (New York)
New York
$545K +$547K +7,008 New
SG Americas Securities
678
SG Americas Securities
New York
$542K +$395K +5,058 +265%
CIC
679
Crawford Investment Counsel
Georgia
$540K +$469 +6 +0.1%
FT
680
Fiduciary Trust
Massachusetts
$530K -$36.8K -471 -6%
BFEC
681
Benjamin F. Edwards & Company
Missouri
$525K -$12.9K -165 -2%
C
682
Cerebellum
California
$522K +$48.5K +621 +10%
CC
683
ClearArc Capital
Ohio
$519K -$210K -2,685 -29%
BUB
684
BBVA USA Bancshares
Texas
$517K +$519K +6,645 New
TCM
685
Tributary Capital Management
Nebraska
$516K -$2.14M -27,450 -81%
SAM
686
SignalPoint Asset Management
Missouri
$516K +$8.43K +108 +2%
SFA
687
Sequoia Financial Advisors
Ohio
$516K +$33.5K +429 +7%
RWA
688
Redhawk Wealth Advisors
Minnesota
$515K +$517K +6,621 New
NPA
689
Nichols & Pratt Advisers
Massachusetts
$513K
JMFC
690
J.M. Forbes & Co
Massachusetts
$511K
PCA
691
Personal Capital Advisors
California
$508K +$83.4K +1,068 +20%
BRWA
692
B. Riley Wealth Advisors
Florida
$505K +$245K +3,141 +94%
NWS
693
Newport Wealth Strategies
California
$504K
HIM
694
Hillsdale Investment Management
Ontario, Canada
$498K
ICM
695
IMS Capital Management
Oregon
$496K
MPWT
696
MassMutual Private Wealth & Trust
Connecticut
$492K
LOAME
697
Lombard Odier Asset Management (Europe)
United Kingdom
$491K
CFA
698
CWS Financial Advisors
Michigan
$491K +$493K +6,312 New
CA
699
Claro Advisors
Massachusetts
$489K
SPIA
700
Steward Partners Investment Advisory
New York
$486K +$3.28K +42 +0.7%

EW Hedge Fund Activity: Q4 2019 in Review

1,092 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2019, worth a combined $40.3B — up 6.4% from $37.9B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new EW positions and 54 closed out — a net gain of 143 holders — while 351 added to existing stakes and 358 trimmed.

The largest buyer was BlackRock, adding an estimated $386M. The largest seller was Sands Capital Management, cutting an estimated $312M.

  • 1,092 institutional investors held Edwards Lifesciences (EW) as of Q4 2019, up from 964 in Q3 2019.
  • Funds reported $40.3B of Edwards Lifesciences stock for Q4 2019, up 6.4% quarter-over-quarter.
  • 197 funds opened new Edwards Lifesciences positions in Q4 2019 and 54 closed out, a net change of +143 holders.
  • The largest Edwards Lifesciences buyer in Q4 2019 was BlackRock, an estimated $386M added.
  • The largest Edwards Lifesciences seller in Q4 2019 was Sands Capital Management, an estimated $312M sold.

Based on aggregated 13F filings for Q4 2019.