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Edwards Lifesciences

1,092 hedge funds and large institutions have $40.3B invested in Edwards Lifesciences in 2019 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 351 increasing their positions, 358 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 54

13% more funds holding

Funds holding: 9641,092 (+128)

6% more capital invested

Capital invested by funds: $37.9B → $40.3B (+$2.42B)

0.05% more ownership

Funds ownership: 248.88%248.93% (+0.05%)

1% less call options, than puts

Call options by funds: $259M | Put options by funds: $261M

2% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 358

3% less funds holding in top 10

Funds holding in top 10: 3029 (-1)

Holders
1,092
Holders Change
+128
Holders Change %
+13.28%
% of All Funds
21.52%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.57%
New
197
Increased
351
Reduced
358
Closed
54
Calls
$259M
Puts
$261M
Net Calls
-$2.37M
Net Calls Change
-$93.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
801
Regal Investment Advisors
Michigan
$332K
MC
802
Middleton & Co
Massachusetts
$330K +$75K +960 +29%
CCM
803
Compton Capital Management
Rhode Island
$328K
EWA
804
Exencial Wealth Advisors
Oklahoma
$322K
JWCA
805
J.W. Cole Advisors
Florida
$321K +$322K +4,128 New
OR
806
Olympiad Research
Connecticut
$321K +$322K +4,128 New
RMCM
807
Reynders McVeigh Capital Management
Massachusetts
$317K +$318K +4,071 New
HFA
808
Huber Financial Advisors
Illinois
$316K -$45.4K -582 -13%
CCA
809
Column Capital Advisors
Indiana
$315K +$317K +4,059 New
AAM
810
AR Asset Management
California
$313K
EMG
811
ETF Managers Group
New Jersey
$309K -$508K -6,507 -62%
S
812
SignatureFD
Georgia
$309K +$16.6K +213 +6%
FA
813
Fagan Associates
New York
$307K
PWAG
814
Polaris Wealth Advisory Group
California
$306K +$301K +3,849 New
CFG
815
Cooper Financial Group
California
$304K +$1.41K +18 +0.5%
SMH
816
Sanders Morris Harris
Texas
$303K
CIA
817
Capital Investment Advisors
Georgia
$298K -$21.3K -273 -7%
CCM
818
Community Capital Management
Florida
$296K -$298K -3,810 -50%
FFN
819
Focus Financial Network
Minnesota
$296K +$34.2K +438 +13%
BW
820
Bison Wealth
Georgia
$296K
HPC
821
HM Payson & Co
Maine
$296K
OC
822
Oakworth Capital
Alabama
$296K
PRC
823
Pearl River Capital
Michigan
$294K +$295K +3,777 New
Baillie Gifford & Co
824
Baillie Gifford & Co
United Kingdom
$293K
BFM
825
Boston Financial Management
Massachusetts
$292K

EW Hedge Fund Activity: Q4 2019 in Review

1,092 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2019, worth a combined $40.3B — up 6.4% from $37.9B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new EW positions and 54 closed out — a net gain of 143 holders — while 351 added to existing stakes and 358 trimmed.

The largest buyer was BlackRock, adding an estimated $386M. The largest seller was Sands Capital Management, cutting an estimated $312M.

  • 1,092 institutional investors held Edwards Lifesciences (EW) as of Q4 2019, up from 964 in Q3 2019.
  • Funds reported $40.3B of Edwards Lifesciences stock for Q4 2019, up 6.4% quarter-over-quarter.
  • 197 funds opened new Edwards Lifesciences positions in Q4 2019 and 54 closed out, a net change of +143 holders.
  • The largest Edwards Lifesciences buyer in Q4 2019 was BlackRock, an estimated $386M added.
  • The largest Edwards Lifesciences seller in Q4 2019 was Sands Capital Management, an estimated $312M sold.

Based on aggregated 13F filings for Q4 2019.