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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
FCBT
676
First Citizens Bank & Trust
North Carolina
$488K -$68.9K -969 -12%
IFO
677
Independent Family Office
New York
$487K
CCP
678
Corient Capital Partners
California
$481K +$47.8K +672 +11%
CIC
679
Crawford Investment Counsel
Georgia
$480K
LWAC
680
Laurel Wealth Advisors (California)
California
$479K
NWS
681
Newport Wealth Strategies
California
$470K -$6.4K -90 -1%
KA
682
Kovack Advisors
Florida
$466K -$11.2K -157 -2%
VAS
683
Vestmark Advisory Solutions
Massachusetts
$464K +$45.2K +636 +10%
BFEC
684
Benjamin F. Edwards & Company
Missouri
$463K
PG
685
Pendal Group
Australia
$462K -$1.11M -15,645 -70%
BCWM
686
Bartlett & Co Wealth Management
Ohio
$458K -$81K -1,140 -15%
BC
687
Bartlett & Co
Ohio
$458K -$81K -1,140 -15%
SAM
688
SignalPoint Asset Management
Missouri
$458K
PGFC
689
Peapack-Gladstone Financial Corp
New Jersey
$456K -$5.33K -75 -1%
TRCT
690
Tower Research Capital (TRC)
New York
$455K -$1.31M -18,371 -74%
JMFC
691
J.M. Forbes & Co
Massachusetts
$454K
Lido Advisors
692
Lido Advisors
California
$452K +$2.35K +33 +0.5%
SPIA
693
Steward Partners Investment Advisory
New York
$452K +$11.5K +162 +3%
BFA
694
Bragg Financial Advisors
North Carolina
$451K -$69.3K -975 -13%
SFA
695
Sequoia Financial Advisors
Ohio
$447K -$8.17K -115 -2%
RCA
696
Resonant Capital Advisors
Wisconsin
$447K
IAN
697
Integrated Advisors Network
Texas
$443K +$17.3K +243 +4%
ICM
698
IMS Capital Management
Oregon
$441K
AB
699
Atlas Brown
Kentucky
$440K +$25.8K +363 +6%
PAM
700
Peak Asset Management
Colorado
$439K +$27.8K +391 +7%

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.