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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
DSC
901
Duncker Streett & Co
Missouri
$276K
CCFCSB
902
Cape Cod Five Cents Savings Bank
Massachusetts
$274K
SOAMC
903
Spirit of America Management Corp
New York
$274K
CRWM
904
Castle Rock Wealth Management
California
$274K +$56.6K +682 +27%
DA
905
DCM Advisors
New York
$274K +$249K +3,000 New
WMA
906
Wealth Management Associates
New Jersey
$271K
MJRIC
907
Mogy Joel R Investment Counsel
California
$271K
ICP
908
Interchange Capital Partners
Pennsylvania
$271K +$247K +2,975 New
CA
909
Clearstead Advisors
Ohio
$268K
CB
910
CNB Bank
Pennsylvania
$268K +$33.8K +407 +16%
JFGIW
911
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$266K +$74.6K +899 +45%
CAM
912
Cresset Asset Management
Illinois
$263K -$483K -5,823 -67%
ANI
913
American National Insurance
Texas
$263K
CB
914
Cadence Bank
Mississippi
$263K
CG
915
CFO4Life Group
Texas
$263K
KFI
916
Key Financial Inc
Pennsylvania
$263K
KCM
917
Kathmere Capital Management
Pennsylvania
$263K +$2.49K +30 +1%
SC
918
Schulhoff & Co
Ohio
$260K
TC
919
TownSquare Capital
Utah
$259K
BMC
920
Beaton Management Company
Massachusetts
$258K -$14.5K -175 -6%
CT
921
Caldwell Trust
Florida
$253K -$37.3K -450 -14%
BB
922
Busey Bank
Illinois
$252K
KP
923
Keel Point
Alabama
$252K +$415 +5 +0.2%
DGI
924
Disciplined Growth Investors
Minnesota
$250K -$54.5M -656,754 -100%
MCM
925
MAI Capital Management
Ohio
$249K -$10K -121 -4%

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.