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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
MMA
676
Miracle Mile Advisors
California
$579K +$566K +7,248 New
WP
677
WealthPLAN Partners
Nebraska
$576K -$16.2K -207 -3%
SBF
678
Sara-Bay Financial
Florida
$575K -$187K -2,400 -25%
CIC
679
Crawford Investment Counsel
Georgia
$568K +$13.3K +171 +2%
FCBT
680
First Citizens Bank & Trust
North Carolina
$558K -$5.85K -75 -1%
LWAC
681
Laurel Wealth Advisors (California)
California
$553K
CCP
682
Corient Capital Partners
California
$543K -$12.3K -158 -2%
IFO
683
Independent Family Office
New York
$541K -$21.5K -276 -4%
B
684
Bellecapital
Switzerland
$539K +$77.8K +997 +17%
NWS
685
Newport Wealth Strategies
California
$537K
BFEC
686
Benjamin F. Edwards & Company
Missouri
$536K +$1.4K +18 +0.3%
FB
687
Fulton Bank
Pennsylvania
$533K +$48.7K +624 +10%
BCWM
688
Bartlett & Co Wealth Management
Ohio
$529K
BC
689
Bartlett & Co
Ohio
$529K
SAM
690
SignalPoint Asset Management
Missouri
$529K
JMFC
691
J.M. Forbes & Co
Massachusetts
$524K
Lido Advisors
692
Lido Advisors
California
$523K +$936 +12 +0.2%
RCA
693
Resonant Capital Advisors
Wisconsin
$516K
BCM
694
Brookstone Capital Management
Illinois
$515K -$49K -628 -9%
LFDLE
695
La Financiere de L'Echiquier
France
$514K +$266K +3,410 +113%
IAN
696
Integrated Advisors Network
Texas
$513K +$2.26K +29 +0.5%
ATC
697
Argent Trust Co
Tennessee
$512K +$153K +1,957 +44%
SFA
698
Sequoia Financial Advisors
Ohio
$509K -$7.49K -96 -1%
ICM
699
IMS Capital Management
Oregon
$509K
AB
700
Atlas Brown
Kentucky
$508K

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.