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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
CAG
851
Csenge Advisory Group
Florida
$223K +$229K +3,221 New
CT
852
Caldwell Trust
Florida
$223K
GC
853
Grace Capital
Massachusetts
$222K +$228K +3,210 New
WA
854
Wealth Architects
California
$221K -$995 -14 -0.4%
BC
855
Burney Company
Virginia
$221K
EAMA
856
EFG Asset Management (Americas)
Florida
$221K +$227K +3,196 New
TSS
857
Two Sigma Securities
New York
$221K +$227K +3,200 New
CIA
858
CSat Investment Advisory
Michigan
$220K +$22.6K +318 +11%
ACP
859
Aviance Capital Partners
Florida
$220K +$226K +3,180 New
PWPS
860
Pinnacle Wealth Planning Services
Ohio
$219K -$27.6K -389 -11%
NFG
861
Next Financial Group
Texas
$217K -$47.3K -666 -18%
PMFA
862
Plante Moran Financial Advisors
Michigan
$217K +$33K +465 +17%
AssetMark Inc
863
AssetMark Inc
California
$217K +$197K +2,778 +772%
HCM
864
HMS Capital Management
Tennessee
$217K +$223K +3,138 New
NFG
865
Nadler Financial Group
Illinois
$216K +$222K +3,122 New
PAA
866
Peregrine Asset Advisers
Oregon
$215K
MPW
867
Monterey Private Wealth
California
$215K +$221K +3,108 New
BSW
868
Buckingham Strategic Wealth
Missouri
$214K -$19K -267 -8%
DY
869
Dowling & Yahnke
California
$213K +$219K +3,081 New
SFS
870
Sowell Financial Services
Arkansas
$211K -$168K -2,367 -44%
APP
871
Avantax Planning Partners
Iowa
$210K +$216K +3,042 New
TI
872
Tidal Investments
Wisconsin
$210K +$216K +3,042 New
LFDLE
873
La Financiere de L'Echiquier
France
$209K -$209K -2,939 -49%
DSC
874
Duncker Streett & Co
Missouri
$209K -$45.8K -645 -18%
SBSB
875
Sullivan, Bruyette, Speros & Blaney
Virginia
$209K

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.