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Edwards Lifesciences

1,158 hedge funds and large institutions have $47.9B invested in Edwards Lifesciences in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 409 increasing their positions, 391 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 78

85% more call options, than puts

Call options by funds: $235M | Put options by funds: $127M

16% more capital invested

Capital invested by funds: $41.1B → $47.9B (+$6.74B)

7% more funds holding

Funds holding: 1,0831,158 (+75)

5% more repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 391

0.2% less ownership

Funds ownership: 82.91%82.71% (-0.2%)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
1,158
Holders Change
+75
Holders Change %
+6.93%
% of All Funds
20.49%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.28%
New
165
Increased
409
Reduced
391
Closed
78
Calls
$235M
Puts
$127M
Net Calls
+$109M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BHB
701
Bank Hapoalim BM
Israel
$650K -$120K -1,450 -17%
SC
702
Savant Capital
Illinois
$646K -$51K -615 -8%
LWAC
703
Laurel Wealth Advisors (California)
California
$645K +$11.9K +144 +2%
IFO
704
Independent Family Office
New York
$643K +$22.9K +276 +4%
CCP
705
Corient Capital Partners
California
$641K +$18.1K +218 +3%
Lido Advisors
706
Lido Advisors
California
$630K +$30.1K +363 +6%
VST
707
Van Strum & Towne
California
$621K +$565K +6,808 New
HIM
708
Hanlon Investment Management
New Jersey
$616K +$109K +1,317 +24%
MIM
709
Merrion Investment Management
New Jersey
$616K +$560K +6,750 New
NC
710
NovaPoint Capital
Georgia
$614K +$202K +2,430 +57%
CBFP
711
Cedar Brook Financial Partners
Ohio
$609K -$85.1K -1,026 -13%
SAM
712
SignalPoint Asset Management
Missouri
$605K
PAM
713
Peak Asset Management
Colorado
$604K +$22.4K +270 +4%
B
714
Bellecapital
Switzerland
$602K -$12.4K -149 -2%
BFEC
715
Benjamin F. Edwards & Company
Missouri
$600K -$10.8K -130 -2%
JMFC
716
J.M. Forbes & Co
Massachusetts
$599K
BCM
717
Brookstone Capital Management
Illinois
$599K +$9.54K +115 +2%
MFW
718
Meristem Family Wealth
Minnesota
$598K +$96K +1,157 +21%
BCWM
719
Bartlett & Co Wealth Management
Ohio
$597K -$6.97K -84 -1%
BC
720
Bartlett & Co
Ohio
$597K -$6.97K -84 -1%
DTL
721
Dynamic Technology Lab
Singapore
$594K +$540K +6,510 New
IWM
722
IHT Wealth Management
Illinois
$593K +$171K +2,061 +46%
IAN
723
Integrated Advisors Network
Texas
$589K +$1.66K +20 +0.3%
WG
724
Winton Group
United Kingdom
$585K -$18.2M -218,985 -97%
BFA
725
Bragg Financial Advisors
North Carolina
$583K +$5.47K +66 +1%

EW Hedge Fund Activity: Q4 2020 in Review

1,158 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2020, worth a combined $47.9B — up 16% from $41.1B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new EW positions and 78 closed out — a net gain of 87 holders — while 409 added to existing stakes and 391 trimmed.

The largest buyer was Harding Loevner, adding an estimated $199M. The largest seller was Fidelity Investments, cutting an estimated $175M.

  • 1,158 institutional investors held Edwards Lifesciences (EW) as of Q4 2020, up from 1,083 in Q3 2020.
  • Funds reported $47.9B of Edwards Lifesciences stock for Q4 2020, up 16% quarter-over-quarter.
  • 165 funds opened new Edwards Lifesciences positions in Q4 2020 and 78 closed out, a net change of +87 holders.
  • The largest Edwards Lifesciences buyer in Q4 2020 was Harding Loevner, an estimated $199M added.
  • The largest Edwards Lifesciences seller in Q4 2020 was Fidelity Investments, an estimated $175M sold.

Based on aggregated 13F filings for Q4 2020.