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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
MA
826
MJP Associates
Connecticut
$373K +$339K +4,087 New
FC
827
Forte Capital
New York
$370K +$336K +4,053 New
MWC
828
MBM Wealth Consultants
Missouri
$369K -$32.5K -392 -9%
BIM
829
Baldwin Investment Management
Pennsylvania
$369K
DY
830
Dowling & Yahnke
California
$369K +$74.7K +900 +29%
AAM
831
AR Asset Management
California
$367K
CCMG
832
Clark Capital Management Group
Pennsylvania
$367K
WAG
833
Winthrop Advisory Group
Massachusetts
$362K +$44.4K +535 +16%
FL
834
Fort LP
Maryland
$360K -$87.9K -1,060 -21%
FF
835
FourThought Financial
Florida
$360K +$328K +3,951 New
SFS
836
Sowell Financial Services
Arkansas
$356K -$8.13K -98 -2%
SFG
837
SevenBridge Financial Group
Pennsylvania
$351K
OC
838
Oakworth Capital
Alabama
$350K
SFO
839
Standard Family Office
South Dakota
$349K +$317K +3,823 New
CCM
840
Community Capital Management
Florida
$348K
SBSB
841
Sullivan, Bruyette, Speros & Blaney
Virginia
$348K +$65.9K +794 +26%
DACG
842
Donor Advised Charitable Giving
California
$348K +$317K +3,820 New
PMFA
843
Plante Moran Financial Advisors
Michigan
$346K -$73.4K -885 -19%
EGM
844
Engineers Gate Manager
New York
$345K -$338K -4,077 -52%
NERM
845
New England Research & Management
Illinois
$345K
CFG
846
Cooper Financial Group
California
$345K +$24.1K +290 +8%
PCM
847
Parsons Capital Management
Rhode Island
$344K +$83 +1 +0%
PTC
848
Private Trust Company
Ohio
$342K -$38.4K -463 -11%
MSS
849
Mitchell Sinkler & Starr
Pennsylvania
$342K
SB
850
Strategic Blueprint
Georgia
$341K -$164K -1,975 -35%

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.