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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
MPCG
701
Matrix Private Capital Group
New York
$438K +$118K +1,657 +35%
CA
702
Claro Advisors
Massachusetts
$436K -$2.13K -30 -0.5%
CFA
703
CWS Financial Advisors
Michigan
$436K
Luther King Capital Management (LKCM)
704
Luther King Capital Management (LKCM)
Texas
$435K +$40.7K +573 +10%
Cetera Investment Advisers
705
Cetera Investment Advisers
Illinois
$433K +$8.46K +119 +2%
AW
706
ACG Wealth
Georgia
$431K
GFP
707
Gryphon Financial Partners
Ohio
$428K -$115K -1,623 -21%
LDB
708
Lee, Danner & Bass
Tennessee
$426K +$6.4K +90 +1%
TCM
709
Tributary Capital Management
Nebraska
$422K -$20.6K -290 -5%
PAM
710
Palisade Asset Management
Minnesota
$421K
APW
711
Acima Private Wealth
Virginia
$419K
FB
712
Fulton Bank
Pennsylvania
$418K -$1.52M -21,441 -78%
HBT
713
Hills Bank & Trust
Iowa
$415K
IFWM
714
Institute for Wealth Management
Colorado
$413K +$1.49K +21 +0.4%
HIM
715
Hillsdale Investment Management
Ontario, Canada
$408K -$36K -506 -8%
NPA
716
Nichols & Pratt Advisers
Massachusetts
$404K -$53.3K -750 -11%
RIM
717
Rampart Investment Management
Connecticut
$404K +$46K +647 +12%
MCWS
718
McKinley Carter Wealth Services
West Virginia
$400K
B
719
Bellecapital
Switzerland
$398K
1WA
720
180 Wealth Advisors
Washington
$398K +$16K +225 +4%
SIMM
721
Stillwater Investment Management (Minnesota)
Minnesota
$397K
FNT
722
First National Trust
Pennsylvania
$396K -$65.7K -925 -14%
MFG
723
Magnus Financial Group
New York
$391K +$1.07K +15 +0.3%
BUB
724
BBVA USA Bancshares
Texas
$389K -$15.1K -212 -4%
SBIA
725
Sheaff Brock Investment Advisors
Indiana
$389K +$400K +5,629 New

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.