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Edwards Lifesciences

1,047 hedge funds and large institutions have $35.1B invested in Edwards Lifesciences in 2020 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 369 increasing their positions, 373 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 92

11% more call options, than puts

Call options by funds: $170M | Put options by funds: $153M

9% more capital invested

Capital invested by funds: $32.1B → $35.1B (+$2.93B)

3% more funds holding

Funds holding: 1,0191,047 (+28)

1% less repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 373

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

164.83% less ownership

Funds ownership: 246.68%81.85% (-165%)

Holders
1,047
Holders Change
+28
Holders Change %
+2.75%
% of All Funds
21.47%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.29%
New
127
Increased
369
Reduced
373
Closed
92
Calls
$170M
Puts
$153M
Net Calls
+$16.4M
Net Calls Change
-$31.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BOS
826
Bank of Stockton
California
$254K +$262K +3,685 New
MLFP
827
MPS Loria Financial Planners
Illinois
$253K
CICI
828
Capital Investment Counsel Inc
North Carolina
$249K
MCM
829
MAI Capital Management
Ohio
$249K +$7.46K +105 +3%
PM
830
Parametrica Management
Hong Kong
$247K -$96.3K -1,355 -27%
DWT
831
Dorsey & Whitney Trust
South Dakota
$247K +$25.2K +355 +11%
GSWM
832
Golden State Wealth Management
California
$245K -$119K -1,680 -32%
CFA
833
Carroll Financial Associates
North Carolina
$245K -$13.6K -192 -5%
OFG
834
OmniStar Financial Group
North Carolina
$242K +$38.8K +546 +18%
AIM
835
Alambic Investment Management
California
$241K -$519K -7,310 -68%
OR
836
Olympiad Research
Connecticut
$240K +$13.1K +184 +6%
AA
837
ALPS Advisors
Colorado
$238K -$26.9K -379 -10%
HA
838
Hamel Associates
New Jersey
$238K
WAG
839
Winthrop Advisory Group
Massachusetts
$237K
PTC
840
Private Trust Company
Ohio
$234K +$9.81K +138 +4%
GCM
841
Glenview Capital Management
New York
$233K -$3.36M -47,343 -93%
AIA
842
Avalon Investment & Advisory
Texas
$231K -$116K -1,638 -33%
TMAM
843
Tokio Marine Asset Management
Japan
$231K +$237K +3,338 New
RA
844
RFG Advisory
Alabama
$231K +$238K +3,349 New
AC
845
Alexandria Capital
Virginia
$228K
JFL
846
Jarislowsky, Fraser Ltd
Quebec, Canada
$228K
KJHP
847
K.J. Harrison & Partners
Ontario, Canada
$228K
BBA
848
Braun-Bostich & Associates
Pennsylvania
$225K +$3.2K +45 +1%
AO
849
Advisor OS
Illinois
$225K +$231K +3,249 New
IF
850
Intrua Financial
Texas
$223K +$199K +2,806 New

EW Hedge Fund Activity: Q2 2020 in Review

1,047 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2020, worth a combined $35.1B — up 9.1% from $32.1B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new EW positions and 92 closed out — a net gain of 35 holders — while 369 added to existing stakes and 373 trimmed.

The largest buyer was BlackRock, adding an estimated $246M. The largest seller was Fidelity Investments, cutting an estimated $458M.

  • 1,047 institutional investors held Edwards Lifesciences (EW) as of Q2 2020, up from 1,019 in Q1 2020.
  • Funds reported $35.1B of Edwards Lifesciences stock for Q2 2020, up 9.1% quarter-over-quarter.
  • 127 funds opened new Edwards Lifesciences positions in Q2 2020 and 92 closed out, a net change of +35 holders.
  • The largest Edwards Lifesciences buyer in Q2 2020 was BlackRock, an estimated $246M added.
  • The largest Edwards Lifesciences seller in Q2 2020 was Fidelity Investments, an estimated $458M sold.

Based on aggregated 13F filings for Q2 2020.