We are live on ! Find out more
EW icon

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
WMP
876
Wealth Management Partners
Arizona
$309K +$296K +3,566 New
EAMA
877
EFG Asset Management (Americas)
Florida
$301K -$12.9K -156 -5%
JFL
878
Jarislowsky, Fraser Ltd
Quebec, Canada
$301K
AC
879
Alexandria Capital
Virginia
$300K -$1.24K -15 -0.5%
PA
880
Parallel Advisors
California
$298K -$52.5K -633 -16%
NFG
881
Nadler Financial Group
Illinois
$296K +$9.54K +115 +4%
BWCS
882
Beirne Wealth Consulting Services
Connecticut
$295K +$912 +11 +0.3%
WA
883
Wealth Architects
California
$292K +$829 +10 +0.3%
TPM
884
Triasima Portfolio Management
Quebec, Canada
$292K +$265K +3,200 New
WPW
885
Waldron Private Wealth
Pennsylvania
$291K +$34.5K +416 +15%
ACP
886
Aviance Capital Partners
Florida
$290K
CPIG
887
Chicago Partners Investment Group
Illinois
$288K +$11.5K +139 +4%
DC
888
Davenport & Co
Virginia
$285K
MPW
889
Monterey Private Wealth
California
$284K
PAA
890
Peregrine Asset Advisers
Oregon
$284K
IF
891
Intrua Financial
Texas
$284K +$9.21K +111 +4%
CCM
892
Coldstream Capital Management
Washington
$283K -$198K -2,382 -43%
PWAG
893
Polaris Wealth Advisory Group
California
$283K -$59.7K -720 -19%
AWP
894
Ascent Wealth Partners
New York
$283K +$27.2K +328 +12%
MA
895
Mezzasalma Advisors
New Jersey
$283K +$258K +3,105 New
PWPS
896
Pinnacle Wealth Planning Services
Ohio
$282K -$20.2K -244 -7%
CAG
897
Csenge Advisory Group
Florida
$282K -$6.22K -75 -2%
DACS
898
Dymon Asia Capital (Singapore)
Singapore
$282K +$256K +3,088 New
JWCA
899
J.W. Cole Advisors
Florida
$279K -$605K -7,298 -70%
GC
900
Grace Capital
Massachusetts
$279K -$34K -410 -12%

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.