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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
MYLI
751
Meiji Yasuda Life Insurance
Japan
$527K -$273K -3,289 -36%
BS
752
Banco Santander
Spain
$525K -$476K -5,735 -50%
SIMM
753
Stillwater Investment Management (Minnesota)
Minnesota
$524K
CMO
754
Covenant Multifamily Offices
Texas
$520K
FI
755
FormulaFolio Investments
Michigan
$498K +$453K +5,459 New
GW
756
GW & Wade
Massachusetts
$497K +$452K +5,450 New
OWA
757
One Wealth Advisors
California
$494K -$76K -916 -14%
CIA
758
Choate Investment Advisors
Massachusetts
$492K +$18.6K +224 +4%
SBIA
759
Sheaff Brock Investment Advisors
Indiana
$486K -$8.29K -100 -2%
OFG
760
OmniStar Financial Group
North Carolina
$485K +$71.2K +858 +19%
HB
761
Homrich & Berg
Georgia
$476K +$37.1K +447 +9%
WP
762
WealthShield Partners
North Carolina
$474K +$75.5K +910 +21%
CA
763
Cullinan Associates
Kentucky
$474K +$431K +5,200 New
AAS
764
Avantax Advisory Services
Texas
$473K -$550K -6,630 -56%
SAM
765
Smithbridge Asset Management
Pennsylvania
$472K +$429K +5,175 New
CMI
766
Clare Market Investments
Texas
$471K
NFG
767
Nations Financial Group
Iowa
$469K +$32.8K +395 +8%
VAM
768
Verity Asset Management
North Carolina
$468K +$426K +5,131 New
VCA
769
Verdence Capital Advisors
Maryland
$466K +$332 +4 +0.1%
CS
770
Comerica Securities
Michigan
$465K +$126K +1,516 +42%
FNT
771
First National Trust
Pennsylvania
$464K -$29.1K -351 -6%
BPC
772
Banque Pictet & Cie
Switzerland
$463K -$67.4K -813 -14%
TA
773
Tiedemann Advisors
New York
$463K +$3.57K +43 +0.9%
LCM
774
Liberty Capital Management
Michigan
$460K +$418K +5,040 New
First Manhattan
775
First Manhattan
New York
$459K +$10.7K +129 +3%

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.