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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
GCM
776
Glaxis Capital Management
Florida
$456K +$415K +5,000 New
HBT
777
Hills Bank & Trust
Iowa
$454K
RB
778
Renasant Bank
Mississippi
$452K +$411K +4,957 New
ISWM
779
Independent Solutions Wealth Management
New York
$450K -$7.46K -90 -2%
PF
780
Phoenix Financial
Israel
$450K +$418K +5,041 New
WLIM
781
White Lighthouse Investment Management
Massachusetts
$449K
CCM
782
Compton Capital Management
Rhode Island
$444K
9WM
783
9258 Wealth Management
Ohio
$443K +$5.06K +61 +1%
HBT
784
Heartland Bank & Trust
Illinois
$443K +$403K +4,860 New
AWA
785
Arete Wealth Advisors
Illinois
$442K +$10.5K +127 +3%
BDF
786
Balasa Dinverno & Foltz
$440K +$2.32K +28 +0.6%
CCA
787
Checchi Capital Advisers
California
$440K +$26.7K +322 +7%
ECM
788
Evergreen Capital Management
Washington
$439K +$10.1K +122 +3%
TAM
789
Trust Asset Management
Texas
$436K +$81.2K +979 +26%
LWP
790
Lumature Wealth Partners
Georgia
$434K +$395K +4,760 New
SW
791
SVB Wealth
Massachusetts
$431K -$32.8K -396 -8%
LDB
792
Lee, Danner & Bass
Tennessee
$428K -$8.29K -100 -2%
BFS
793
Bradley Foster & Sargent
Connecticut
$423K +$1.49K +18 +0.4%
OAM
794
Oak Asset Management
California
$422K -$15.9K -192 -4%
QCM
795
Quest Capital Management
Texas
$421K +$64.5K +778 +20%
BBNA
796
Bremer Bank National Association
Minnesota
$417K -$42.6K -513 -10%
MAM
797
Meeder Asset Management
Ohio
$416K -$1.44M -17,375 -79%
CWM
798
Curi Wealth Management
North Carolina
$416K +$379K +4,564 New
SMH
799
Sanders Morris Harris
Texas
$414K
CWM
800
Circle Wealth Management
New Jersey
$414K +$376K +4,534 New

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.