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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
SFA
726
Sequoia Financial Advisors
Ohio
$582K +$498 +6 +0.1%
AB
727
Atlas Brown
Kentucky
$580K
CFA
728
CWS Financial Advisors
Michigan
$576K
CA
729
Claro Advisors
Massachusetts
$575K
S
730
SignatureFD
Georgia
$575K +$7.63K +92 +1%
EF
731
Empirical Finance
Pennsylvania
$575K +$92.2K +1,112 +21%
MCWS
732
McKinley Carter Wealth Services
West Virginia
$574K
VAS
733
Vestmark Advisory Solutions
Massachusetts
$572K +$166 +2 +0%
SIC
734
Salem Investment Counselors
North Carolina
$572K +$33.2K +400 +7%
AW
735
ACG Wealth
Georgia
$569K
PAM
736
Palisade Asset Management
Minnesota
$567K +$9.95K +120 +2%
CGL
737
Clarius Group LLC
Washington
$567K +$102K +1,228 +25%
RCA
738
Resonant Capital Advisors
Wisconsin
$562K -$24.9K -300 -5%
GFP
739
Gryphon Financial Partners
Ohio
$561K -$912 -11 -0.2%
FB
740
Fulton Bank
Pennsylvania
$559K -$44.8K -540 -8%
APW
741
Acima Private Wealth
Virginia
$553K
AWA
742
Alta Wealth Advisors
Massachusetts
$547K +$497K +5,997 New
ATC
743
Argent Trust Co
Tennessee
$543K -$37.7K -455 -7%
NWS
744
Newport Wealth Strategies
California
$542K
BBA
745
BLB&B Advisors
Pennsylvania
$536K +$59.7K +720 +14%
HG
746
Harbor Group
New Hampshire
$536K +$498K +6,000 New
NPA
747
Nichols & Pratt Advisers
Massachusetts
$534K
IFWM
748
Institute for Wealth Management
Colorado
$529K -$16.4K -198 -3%
TCM
749
Tributary Capital Management
Nebraska
$529K -$12.4K -150 -3%
CIC
750
Carnegie Investment Counsel
Ohio
$528K +$58K +699 +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.