We are live on ! Find out more
EW icon

Edwards Lifesciences

1,092 hedge funds and large institutions have $40.3B invested in Edwards Lifesciences in 2019 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 351 increasing their positions, 358 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 54

13% more funds holding

Funds holding: 9641,092 (+128)

6% more capital invested

Capital invested by funds: $37.9B → $40.3B (+$2.42B)

0.05% more ownership

Funds ownership: 248.88%248.93% (+0.05%)

1% less call options, than puts

Call options by funds: $259M | Put options by funds: $261M

2% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 358

3% less funds holding in top 10

Funds holding in top 10: 3029 (-1)

Holders
1,092
Holders Change
+128
Holders Change %
+13.28%
% of All Funds
21.52%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.57%
New
197
Increased
351
Reduced
358
Closed
54
Calls
$259M
Puts
$261M
Net Calls
-$2.37M
Net Calls Change
-$93.5M
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
901
Key Financial Inc
Pennsylvania
$224K +$225K +2,883 New
SC
902
Schulhoff & Co
Ohio
$222K
EWA
903
ERTS Wealth Advisors
Michigan
$221K -$21.6K -276 -9%
BHTS
904
Bar Harbor Trust Services
Maine
$221K +$222K +2,841 New
WPW
905
Waldron Private Wealth
Pennsylvania
$219K +$220K +2,817 New
AWM
906
Affinity Wealth Management
Delaware
$218K
GIA
907
Gladstone Institutional Advisory
Florida
$218K +$219K +2,808 New
SFG
908
Sather Financial Group
Texas
$217K
VNA
909
Valley National Advisers
Pennsylvania
$217K +$46.9K +600 +27%
JA
910
JOYN Advisors
Georgia
$216K -$1.17K -15 -0.5%
PWPS
911
Pinnacle Wealth Planning Services
Ohio
$216K +$217K +2,781 New
BB
912
Busey Bank
Illinois
$215K
SC
913
Savant Capital
Illinois
$213K +$213K +2,733 New
BA
914
Bristlecone Advisors
Washington
$213K +$214K +2,736 New
MAM
915
Marquette Asset Management
Minnesota
$211K
VC
916
Veracity Capital
Georgia
$211K +$212K +2,712 New
GIM
917
Groesbeck Investment Management
New Jersey
$210K -$46.9K -600 -18%
AAP
918
Arax Advisory Partners
Colorado
$210K
FANJ
919
Financial Architects (New Jersey)
New Jersey
$210K
LFAS
920
Level Four Advisory Services
Texas
$210K +$123K +1,581 New
SACTSONJ
921
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$210K +$211K +2,700 New
NNP
922
Nachman Norwood & Parrott
South Carolina
$208K +$209K +2,679 New
CPIG
923
Chicago Partners Investment Group
Illinois
$207K +$203K +2,604 New
MPAM
924
Murphy Pohlad Asset Management
Minnesota
$207K +$208K +2,664 New
BWM
925
BCS Wealth Management
Tennessee
$203K +$204K +2,613 New

EW Hedge Fund Activity: Q4 2019 in Review

1,092 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2019, worth a combined $40.3B — up 6.4% from $37.9B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new EW positions and 54 closed out — a net gain of 143 holders — while 351 added to existing stakes and 358 trimmed.

The largest buyer was BlackRock, adding an estimated $386M. The largest seller was Sands Capital Management, cutting an estimated $312M.

  • 1,092 institutional investors held Edwards Lifesciences (EW) as of Q4 2019, up from 964 in Q3 2019.
  • Funds reported $40.3B of Edwards Lifesciences stock for Q4 2019, up 6.4% quarter-over-quarter.
  • 197 funds opened new Edwards Lifesciences positions in Q4 2019 and 54 closed out, a net change of +143 holders.
  • The largest Edwards Lifesciences buyer in Q4 2019 was BlackRock, an estimated $386M added.
  • The largest Edwards Lifesciences seller in Q4 2019 was Sands Capital Management, an estimated $312M sold.

Based on aggregated 13F filings for Q4 2019.