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Edwards Lifesciences

1,083 hedge funds and large institutions have $41.1B invested in Edwards Lifesciences in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 393 increasing their positions, 375 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 80

54% more call options, than puts

Call options by funds: $220M | Put options by funds: $142M

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

17% more capital invested

Capital invested by funds: $35.1B → $41.1B (+$6.05B)

3% more funds holding

Funds holding: 1,0471,083 (+36)

1.06% more ownership

Funds ownership: 81.85%82.91% (+1.1%)

5% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 375

Holders
1,083
Holders Change
+36
Holders Change %
+3.44%
% of All Funds
21.85%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.38%
New
124
Increased
393
Reduced
375
Closed
80
Calls
$220M
Puts
$142M
Net Calls
+$77.4M
Net Calls Change
+$61M
Name Holding Trade Value Shares
Change
Change in
Stake
H
751
HoyleCohen
California
$395K
AO
752
Advisor OS
Illinois
$395K +$133K +1,705 +52%
WLIM
753
White Lighthouse Investment Management
Massachusetts
$393K
First Manhattan
754
First Manhattan
New York
$391K
CCM
755
Compton Capital Management
Rhode Island
$388K
SMH
756
Sanders Morris Harris
Texas
$384K +$360K +4,620 New
BDF
757
Balasa Dinverno & Foltz
$383K -$13.3K -171 -3%
LDB
758
Lee, Danner & Bass
Tennessee
$382K -$107K -1,372 -22%
OAM
759
Oak Asset Management
California
$382K +$936 +12 +0.2%
EWM
760
Evercore Wealth Management
New York
$382K +$2.89K +37 +0.8%
HB
761
Homrich & Berg
Georgia
$380K -$19K -244 -5%
NFG
762
Nations Financial Group
Iowa
$378K -$17.9K -230 -5%
OPPTF
763
OPSEU Pension Plan Trust Fund
Ontario, Canada
$378K +$47.4K +608 +15%
ECM
764
Evergreen Capital Management
Washington
$374K +$11.2K +144 +3%
PMFA
765
Plante Moran Financial Advisors
Michigan
$374K +$120K +1,543 +49%
AWA
766
Arete Wealth Advisors
Illinois
$373K +$30.4K +390 +9%
CANY
767
Caxton Associates (New York)
New York
$372K +$364K +4,664 New
BFS
768
Bradley Foster & Sargent
Connecticut
$368K +$360K +4,614 New
QCG
769
Quadrant Capital Group
Ohio
$366K +$51.3K +658 +17%
IA
770
IndexIQ Advisors
New York
$366K +$215K +2,756 +150%
W
771
WealthStone
Ohio
$365K +$357K +4,577 New
AFM
772
Andesa Financial Management
Pennsylvania
$363K +$355K +4,550 New
GQG Partners
773
GQG Partners
Florida
$361K
MFG
774
Magnus Financial Group
New York
$359K -$90.1K -1,155 -20%
CCA
775
Checchi Capital Advisers
California
$359K -$42.1K -539 -11%

EW Hedge Fund Activity: Q3 2020 in Review

1,083 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2020, worth a combined $41.1B — up 17% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new EW positions and 80 closed out — a net gain of 44 holders — while 393 added to existing stakes and 375 trimmed.

The largest buyer was Jackson Square Partners, opening a new position worth an estimated $469M. The largest seller was Two Sigma Advisers, cutting an estimated $142M.

  • 1,083 institutional investors held Edwards Lifesciences (EW) as of Q3 2020, up from 1,047 in Q2 2020.
  • Funds reported $41.1B of Edwards Lifesciences stock for Q3 2020, up 17% quarter-over-quarter.
  • 124 funds opened new Edwards Lifesciences positions in Q3 2020 and 80 closed out, a net change of +44 holders.
  • The largest Edwards Lifesciences buyer in Q3 2020 was Jackson Square Partners, an estimated $469M added.
  • The largest Edwards Lifesciences seller in Q3 2020 was Two Sigma Advisers, an estimated $142M sold.

Based on aggregated 13F filings for Q3 2020.