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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
CCG
851
Cypress Capital Group
Florida
$341K -$30.8K -371 -9%
MLFP
852
MPS Loria Financial Planners
Illinois
$339K +$12.5K +151 +4%
BW
853
Bison Wealth
Georgia
$336K
MC
854
Middleton & Co
Massachusetts
$334K +$304K +3,660 New
FFN
855
Focus Financial Network
Minnesota
$333K -$12.9K -156 -4%
RE
856
RBC Europe
United Kingdom
$333K
5L
857
55I LLC
Massachusetts
$333K +$303K +3,653 New
TMAM
858
Tokio Marine Asset Management
Japan
$332K
CFA
859
Carroll Financial Associates
North Carolina
$331K
DWT
860
Dorsey & Whitney Trust
South Dakota
$328K -$829 -10 -0.3%
CICI
861
Capital Investment Counsel Inc
North Carolina
$328K
ACM
862
Allred Capital Management
Texas
$327K +$38.5K +464 +15%
LNWTC
863
Laird Norton Wetherby Trust Company
Washington
$326K +$296K +3,569 New
GSWM
864
Golden State Wealth Management
California
$323K +$23.5K +283 +9%
FA
865
Fagan Associates
New York
$322K -$8.29K -100 -3%
CRCM
866
Corbett Road Capital Management
Virginia
$320K -$25.8K -311 -8%
JF
867
Jump Financial
Illinois
$319K -$408K -4,920 -58%
ABC
868
Associated Banc-Corp
Wisconsin
$318K +$208K +2,510 +257%
HA
869
Hamel Associates
New Jersey
$315K
SAMC
870
Spectrum Asset Management (California)
California
$314K +$286K +3,445 New
BA
871
Bluesphere Advisors
Pennsylvania
$314K +$286K +3,450 New
SAM
872
Strategy Asset Managers
California
$312K -$31.7K -382 -10%
EWM
873
Evercore Wealth Management
New York
$311K -$114K -1,371 -29%
BMC
874
Benin Management Corp
Connecticut
$310K +$282K +3,400 New
CIA
875
Capital Investment Advisors
Georgia
$309K -$27.6K -333 -9%

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.