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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
W
801
WealthStone
Ohio
$412K -$4.64K -56 -1%
FA
802
Fortis Advisors
Pennsylvania
$411K
SACTSONJ
803
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$411K
M
804
Mirova
France
$411K +$334K +4,028 +836%
HPC
805
HM Payson & Co
Maine
$409K
BEAM
806
Baker Ellis Asset Management
Washington
$408K
QCG
807
Quadrant Capital Group
Ohio
$405K -$11.9K -144 -3%
KA
808
Kovack Advisors
Florida
$401K +$80.2K +967 +28%
1WA
809
180 Wealth Advisors
Washington
$398K +$120K +1,448 +47%
LSAG
810
Lake Street Advisors Group
New Hampshire
$397K -$2.57K -31 -0.7%
EMG
811
ETF Managers Group
New Jersey
$396K +$32.5K +392 +10%
PP
812
Paloma Partners
Connecticut
$394K -$916K -11,042 -72%
TF
813
Trek Financial
Arizona
$393K +$357K +4,303 New
IC
814
Intersect Capital
California
$389K -$17.3K -209 -5%
RA
815
RFG Advisory
Alabama
$385K +$47K +567 +15%
KIA
816
KCM Investment Advisors
California
$384K -$16.6K -200 -5%
TI
817
Tidal Investments
Wisconsin
$384K +$62K +747 +22%
RMCM
818
Reynders McVeigh Capital Management
Massachusetts
$383K +$332 +4 +0.1%
BC
819
Bridgefront Capital
Texas
$383K +$348K +4,195 New
MFG
820
Magnus Financial Group
New York
$381K -$27K -325 -7%
FWM
821
Frontier Wealth Management
Missouri
$380K -$8.29K -100 -2%
LPIC
822
LeJeune Puetz Investment Counsel
Michigan
$379K -$28.6K -345 -8%
LCM
823
Logan Capital Management
Pennsylvania
$377K +$42.3K +510 +14%
IEFM
824
IQ EQ Fund Management
Ireland
$376K -$25.2K -304 -7%
CNBT
825
Cornerstone National Bank & Trust
Illinois
$375K -$5.89K -71 -2%

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.