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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
CBU
826
CIBC Bank USA
Illinois
$292K +$17.8K +228 +6%
BFM
827
Boothbay Fund Management
New York
$292K +$293K +3,756 New
TCM
828
Traynor Capital Management
Pennsylvania
$289K -$18.7K -240 -6%
GWM
829
Geneos Wealth Management
Colorado
$289K
FTI
830
Fiduciary Trust International
Massachusetts
$286K +$287K +3,672 New
Jacobs Levy Equity Management
831
Jacobs Levy Equity Management
New Jersey
$285K -$5.41M -69,270 -95%
ET
832
Equitable Trust
Tennessee
$285K
MLFP
833
MPS Loria Financial Planners
Illinois
$284K
FFA
834
Fragasso Financial Advisors
Pennsylvania
$280K
RAM
835
Roanoke Asset Management
New Jersey
$280K
MPW
836
Monterey Private Wealth
California
$277K +$278K +3,561 New
Simplex Trading
837
Simplex Trading
Illinois
$274K +$275K +3,525 New
RWA
838
Ropes Wealth Advisors
Massachusetts
$273K
HA
839
Hamel Associates
New Jersey
$268K
MWM
840
Minot Wealth Management
Massachusetts
$267K +$257K +3,291 New
WAG
841
Winthrop Advisory Group
Massachusetts
$267K +$268K +3,435 New
DAM
842
Doheny Asset Management
California
$266K -$16.4K -210 -6%
PTC
843
Private Trust Company
Ohio
$266K +$234 +3 +0.1%
MA
844
MANA Advisors
New York
$266K +$267K +3,420 New
SS
845
Sunbelt Securities
Texas
$263K +$264K +3,384 New
TC
846
TownSquare Capital
Utah
$260K
NFG
847
Next Financial Group
Texas
$260K +$106K +1,362 +69%
BSW
848
Buckingham Strategic Wealth
Missouri
$258K +$21.8K +279 +9%
SA
849
Silversage Advisors
California
$258K +$259K +3,315 New
KJHP
850
K.J. Harrison & Partners
Ontario, Canada
$257K

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.