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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
FA
776
Fortis Advisors
Pennsylvania
$359K
JCM
777
Janney Capital Management
Pennsylvania
$359K
LPIC
778
LeJeune Puetz Investment Counsel
Michigan
$359K
SACTSONJ
779
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$359K
HPC
780
HM Payson & Co
Maine
$358K +$53.1K +680 +18%
BEAM
781
Baker Ellis Asset Management
Washington
$357K
IC
782
Intersect Capital
California
$357K +$349K +4,471 New
OFG
783
OmniStar Financial Group
North Carolina
$356K +$74.6K +956 +27%
BP
784
Ballentine Partners
Massachusetts
$355K -$74.9K -960 -18%
MWC
785
MBM Wealth Consultants
Missouri
$354K -$13.2K -169 -4%
IWM
786
IHT Wealth Management
Illinois
$354K -$1.95K -25 -0.6%
WB
787
West Bancorporation
Iowa
$354K +$346K +4,430 New
IEFM
788
IQ EQ Fund Management
Ireland
$353K
KIA
789
KCM Investment Advisors
California
$352K -$8.97K -115 -3%
LSAG
790
Lake Street Advisors Group
New Hampshire
$350K -$27.5K -352 -7%
9WM
791
9258 Wealth Management
Ohio
$344K
NC
792
NovaPoint Capital
Georgia
$343K +$335K +4,295 New
WP
793
WealthShield Partners
North Carolina
$343K +$335K +4,295 New
WI
794
Wintrust Investments
Illinois
$342K +$25.7K +329 +8%
FWM
795
Frontier Wealth Management
Missouri
$341K -$15.6K -200 -4%
PTC
796
Private Trust Company
Ohio
$336K +$64.1K +821 +24%
RMCM
797
Reynders McVeigh Capital Management
Massachusetts
$335K -$6.55K -84 -2%
CNBT
798
Cornerstone National Bank & Trust
Illinois
$333K -$22.2M -284,564 -99%
NA
799
NewEdge Advisors
Louisiana
$332K -$91.5K -1,173 -22%
CCG
800
Cypress Capital Group
Florida
$328K -$34.6K -444 -10%

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.