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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
PFS
926
Prospera Financial Services
Texas
$203K +$204K +2,616 New
ABC
927
Associated Banc-Corp
Wisconsin
$202K +$203K +2,601 New
GCC
928
Guardian Capital (Canada)
Ontario, Canada
$200K +$201K +2,577 New
AIM
929
AIA Investment Management
Singapore
$192K +$192K +2,463 New
KPW
930
Kore Private Wealth
New York
$190K +$190K +2,439 New
PMFA
931
Plante Moran Financial Advisors
Michigan
$188K +$17.3K +222 +10%
CT
932
Caldwell Trust
Florida
$187K +$187K +2,400 New
CB
933
CNB Bank
Pennsylvania
$185K +$3.75K +48 +2%
PIM
934
Partner Investment Management
California
$184K -$687K -8,793 -79%
ZB
935
Zions Bancorporation
Utah
$180K -$3.51K -45 -2%
LWS
936
Lucia Wealth Services
California
$177K -$11.5K -147 -6%
AF
937
Allworth Financial
California
$160K +$1.87K +24 +1%
TL
938
TrueWealth LLC
Georgia
$159K +$2.34K +30 +1%
EP
939
Eudaimonia Partners
Tennessee
$159K +$160K +2,043 New
JFGIW
940
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$157K
AIS
941
Accurate Investment Solutions
Pennsylvania
$157K +$158K +2,025 New
SIAS
942
Shine Investment Advisory Services
Colorado
$151K -$9.37K -120 -6%
WLPWM
943
Walled Lake Planning & Wealth Management
Illinois
$146K +$146K +1,872 New
BWL
944
Bogart Wealth LLC
Virginia
$143K
GLI
945
Guardian Life Insurance
New York
$143K +$1.64K +21 +1%
RMAM
946
Raab & Moskowitz Asset Management
New Jersey
$143K +$144K +1,845 New
CIA
947
CSat Investment Advisory
Michigan
$141K +$36.8K +471 +35%
SQA
948
Simon Quick Advisors
New Jersey
$136K +$55.8K +714 +69%
OIA
949
Optimum Investment Advisors
Illinois
$133K +$15.9K +204 +14%
HI
950
Hudock Inc
Pennsylvania
$132K

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.