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Edwards Lifesciences

1,083 hedge funds and large institutions have $41.1B invested in Edwards Lifesciences in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 393 increasing their positions, 375 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 80

54% more call options, than puts

Call options by funds: $220M | Put options by funds: $142M

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

17% more capital invested

Capital invested by funds: $35.1B → $41.1B (+$6.05B)

3% more funds holding

Funds holding: 1,0471,083 (+36)

1.06% more ownership

Funds ownership: 81.85%82.91% (+1.1%)

5% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 375

Holders
1,083
Holders Change
+36
Holders Change %
+3.44%
% of All Funds
21.85%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.38%
New
124
Increased
393
Reduced
375
Closed
80
Calls
$220M
Puts
$142M
Net Calls
+$77.4M
Net Calls Change
+$61M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
851
Burney Company
Virginia
$262K +$7.26K +93 +3%
1WA
852
180 Wealth Advisors
Washington
$260K -$179K -2,293 -43%
GSWM
853
Golden State Wealth Management
California
$260K -$22.7K -291 -8%
BWCS
854
Beirne Wealth Consulting Services
Connecticut
$258K +$252K +3,227 New
CT
855
Caldwell Trust
Florida
$257K
WA
856
Wealth Architects
California
$255K -$78 -1 -0%
ACP
857
Aviance Capital Partners
Florida
$254K
WAS
858
WESPAC Advisors SoCal
California
$252K
DY
859
Dowling & Yahnke
California
$251K +$5.15K +66 +2%
DC
860
Davenport & Co
Virginia
$250K -$66K -846 -21%
HCM
861
HMS Capital Management
Tennessee
$250K
NFG
862
Nadler Financial Group
Illinois
$250K +$390 +5 +0.2%
CAG
863
Csenge Advisory Group
Florida
$249K -$4.29K -55 -2%
ACM
864
Allred Capital Management
Texas
$249K +$244K +3,123 New
AIA
865
Avalon Investment & Advisory
Texas
$248K -$17.7K -227 -7%
MPW
866
Monterey Private Wealth
California
$248K
PAA
867
Peregrine Asset Advisers
Oregon
$248K
IF
868
Intrua Financial
Texas
$245K +$15.1K +194 +7%
APP
869
Avantax Planning Partners
Iowa
$243K
BJL
870
Brighton Jones LLC
Washington
$243K +$4.92K +63 +2%
DSC
871
Duncker Streett & Co
Missouri
$242K
SBSB
872
Sullivan, Bruyette, Speros & Blaney
Virginia
$241K
CPIG
873
Chicago Partners Investment Group
Illinois
$239K -$9.44K -121 -4%
BMC
874
Beaton Management Company
Massachusetts
$239K
CCFCSB
875
Cape Cod Five Cents Savings Bank
Massachusetts
$239K

EW Hedge Fund Activity: Q3 2020 in Review

1,083 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2020, worth a combined $41.1B — up 17% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new EW positions and 80 closed out — a net gain of 44 holders — while 393 added to existing stakes and 375 trimmed.

The largest buyer was Jackson Square Partners, opening a new position worth an estimated $469M. The largest seller was Two Sigma Advisers, cutting an estimated $142M.

  • 1,083 institutional investors held Edwards Lifesciences (EW) as of Q3 2020, up from 1,047 in Q2 2020.
  • Funds reported $41.1B of Edwards Lifesciences stock for Q3 2020, up 17% quarter-over-quarter.
  • 124 funds opened new Edwards Lifesciences positions in Q3 2020 and 80 closed out, a net change of +44 holders.
  • The largest Edwards Lifesciences buyer in Q3 2020 was Jackson Square Partners, an estimated $469M added.
  • The largest Edwards Lifesciences seller in Q3 2020 was Two Sigma Advisers, an estimated $142M sold.

Based on aggregated 13F filings for Q3 2020.