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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
FPA
901
First Pacific Advisors
California
$130K
SQA
902
Simon Quick Advisors
New Jersey
$129K +$5.33K +75 +4%
C
903
Cerebellum
California
$128K +$80.7K +1,135 New
WLPWM
904
Walled Lake Planning & Wealth Management
Illinois
$127K -$2.13K -30 -2%
BWL
905
Bogart Wealth LLC
Virginia
$127K
IA
906
IndexIQ Advisors
New York
$127K +$130K +1,833 New
CAM
907
Close Asset Management
United Kingdom
$126K -$54.1K -761 -29%
AIM
908
AIA Investment Management
Singapore
$125K -$57.1K -804 -31%
SIAS
909
Shine Investment Advisory Services
Colorado
$124K
HI
910
Hudock Inc
Pennsylvania
$118K
BCA
911
Berman Capital Advisors
Georgia
$115K +$2.84K +40 +2%
RWA
912
Ropes Wealth Advisors
Massachusetts
$114K -$91.9K -1,293 -44%
VFA
913
Valeo Financial Advisors
Indiana
$109K -$853 -12 -0.8%
LS
914
Leelyn Smith
Illinois
$109K
OAJ
915
Ogorek Anthony Joseph
New York
$102K -$19.2K -270 -16%
PO
916
Private Ocean
California
$98K -$21.3K -300 -17%
ST
917
Smithfield Trust
Pennsylvania
$98K +$41.4K +582 +70%
PB
918
Pinnacle Bancorp
Nebraska
$97K
CTC
919
Central Trust Company
Missouri
$93K
IFAM
920
Institutional & Family Asset Management
Colorado
$93K
CAGAS
921
Capital Advisory Group Advisory Services
Minnesota
$92K
PCG
922
Private Capital Group
Connecticut
$91K -$1.71K -24 -2%
PIMG
923
Patriot Investment Management Group
Tennessee
$90.4K +$93K +1,308 New
TWA
924
TCI Wealth Advisors
Arizona
$87K +$90K +1,266 New
Loomis, Sayles & Company
925
Loomis, Sayles & Company
Massachusetts
$86K +$1.49K +21 +2%

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.