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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
CS
876
Comerica Securities
Michigan
$208K +$214K +3,007 New
SOAMC
877
Spirit of America Management Corp
New York
$207K
BMC
878
Beaton Management Company
Massachusetts
$207K +$213K +3,000 New
CCFCSB
879
Cape Cod Five Cents Savings Bank
Massachusetts
$207K +$213K +3,000 New
BJL
880
Brighton Jones LLC
Washington
$206K -$20K -282 -9%
AF
881
Allworth Financial
California
$206K +$66.1K +930 +45%
WMA
882
Wealth Management Associates
New Jersey
$205K +$211K +2,973 New
MJRIC
883
Mogy Joel R Investment Counsel
California
$205K +$211K +2,970 New
WAS
884
WESPAC Advisors SoCal
California
$203K
B
885
Bailard
California
$203K +$209K +2,944 New
FL
886
Fort LP
Maryland
$201K +$93.5K +1,315 +83%
CAM
887
Columbia Asset Management
Michigan
$200K -$131K -1,845 -39%
CAM
888
CenterStar Asset Management
Illinois
$196K
CB
889
CNB Bank
Pennsylvania
$193K +$10.6K +149 +6%
CCA
890
Column Capital Advisors
Indiana
$190K +$2.35K +33 +1%
FANJ
891
Financial Architects (New Jersey)
New Jersey
$187K
MAM
892
Marquette Asset Management
Minnesota
$187K
BAM
893
Belpointe Asset Management
Nevada
$180K +$20.8K +292 +13%
OPS
894
Orion Portfolio Solutions
Nebraska
$174K +$56.9K +800 +47%
CA
895
Clearstead Advisors
Ohio
$172K
HB
896
Horizon Bancorp
Indiana
$170K -$1.14K -16 -0.6%
JFGIW
897
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$140K
KPW
898
Kore Private Wealth
New York
$138K +$1.07K +15 +0.8%
ZB
899
Zions Bancorporation
Utah
$137K +$1.92K +27 +1%
TL
900
TrueWealth LLC
Georgia
$135K

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.