We are live on ! Find out more
EW icon

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
OWA
751
One Wealth Advisors
California
$341K +$17.1K +240 +5%
WLIM
752
White Lighthouse Investment Management
Massachusetts
$340K
Group One Trading
753
Group One Trading
Illinois
$340K +$350K +4,921 New
First Manhattan
754
First Manhattan
New York
$339K
WANY
755
Wealthspire Advisors (New York)
New York
$338K -$414K -5,824 -54%
CCM
756
Compton Capital Management
Rhode Island
$336K +$3.55K +50 +1%
ISWM
757
Independent Solutions Wealth Management
New York
$336K -$4.9K -69 -1%
KCM
758
Kathmere Capital Management
Pennsylvania
$335K +$344K +4,842 New
LCM
759
Logan Capital Management
Pennsylvania
$333K
9WM
760
9258 Wealth Management
Ohio
$332K
OAM
761
Oak Asset Management
California
$332K
SW
762
SVB Wealth
Massachusetts
$330K +$11.8K +166 +4%
FMT
763
First Mercantile Trust
Tennessee
$328K -$340K -4,785 -50%
EWM
764
Evercore Wealth Management
New York
$328K -$47.5K -669 -12%
LSAG
765
Lake Street Advisors Group
New Hampshire
$327K -$640 -9 -0.2%
BOS
766
Bingham Osborn & Scarborough
California
$324K -$640 -9 -0.2%
CGL
767
Clarius Group LLC
Washington
$323K +$18.1K +255 +6%
MWC
768
MBM Wealth Consultants
Missouri
$318K -$82.3K -1,158 -20%
CCG
769
Cypress Capital Group
Florida
$315K +$324K +4,554 New
ECM
770
Evergreen Capital Management
Washington
$314K +$12.5K +176 +4%
BPC
771
Banque Pictet & Cie
Switzerland
$314K +$14.9K +210 +5%
KIA
772
KCM Investment Advisors
California
$313K -$26.5K -373 -8%
GQG Partners
773
GQG Partners
Florida
$312K
FA
774
Fortis Advisors
Pennsylvania
$311K -$158K -2,229 -33%
JCM
775
Janney Capital Management
Pennsylvania
$311K

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.