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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
RPI
51
Railway Pension Investments
United Kingdom
$151M -$1.78M -21,500 -1%
Mitsubishi UFJ Trust & Banking
52
Mitsubishi UFJ Trust & Banking
Japan
$148M +$1.45M +17,442 +1%
WRF
53
Waddell & Reed Financial
Kansas
$148M -$6.66M -80,333 -5%
Swedbank
54
Swedbank
Sweden
$136M +$13.6M +163,441 +12%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$134M -$4.66M -56,200 -4%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$131M -$762K -9,190 -0.6%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$124M -$4.72M -56,936 -4%
CS
58
Credit Suisse
Switzerland
$120M +$13.2M +159,010 +14%
Axa
59
Axa
France
$118M -$9.3M -112,123 -8%
JMPWA
60
JP Morgan Private Wealth Advisors
California
$115M +$4.34M +52,314 +4%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$111M +$20.2M +243,191 +25%
ZIG
62
Zurich Insurance Group
Switzerland
$111M +$29.6M +357,407 +42%
Bank Julius Baer & Co
63
Bank Julius Baer & Co
Switzerland
$111M +$14.2M +171,479 +16%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$110M -$716K -8,628 -0.7%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$106M +$20.2M +243,110 +26%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$105M +$2.15M +25,925 +2%
Dimensional Fund Advisors
67
Dimensional Fund Advisors
Texas
$105M -$5.74M -69,224 -6%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$98.5M -$10.6M -128,172 -11%
RJA
69
Raymond James & Associates
Florida
$96.2M +$15M +181,235 +21%
Victory Capital Management
70
Victory Capital Management
Texas
$96.1M -$2.4M -28,986 -3%
Allianz Asset Management
71
Allianz Asset Management
Germany
$93.9M +$24.4M +294,332 +40%
O
72
OrbiMed
New York
$93.6M +$26.5M +319,300 +45%
AQR Capital Management
73
AQR Capital Management
Connecticut
$93.1M -$35.1M -422,552 -29%
Principal Financial Group
74
Principal Financial Group
Iowa
$93M -$8.03M -96,855 -9%
HSBC Holdings
75
HSBC Holdings
United Kingdom
$92.9M +$10.4M +125,669 +14%

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.