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Edwards Lifesciences

1,083 hedge funds and large institutions have $41.1B invested in Edwards Lifesciences in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 393 increasing their positions, 375 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 80

54% more call options, than puts

Call options by funds: $220M | Put options by funds: $142M

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

17% more capital invested

Capital invested by funds: $35.1B → $41.1B (+$6.05B)

3% more funds holding

Funds holding: 1,0471,083 (+36)

1.06% more ownership

Funds ownership: 81.85%82.91% (+1.1%)

5% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 375

Holders
1,083
Holders Change
+36
Holders Change %
+3.44%
% of All Funds
21.85%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.38%
New
124
Increased
393
Reduced
375
Closed
80
Calls
$220M
Puts
$142M
Net Calls
+$77.4M
Net Calls Change
+$61M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
926
Next Financial Group
Texas
$162K -$86.9K -1,114 -36%
LWS
927
Lucia Wealth Services
California
$162K +$159K +2,034 New
JFGIW
928
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$161K
GWM
929
Geneos Wealth Management
Colorado
$159K -$152K -1,943 -49%
ZB
930
Zions Bancorporation
Utah
$158K
FPA
931
First Pacific Advisors
California
$150K
EP
932
Eudaimonia Partners
Tennessee
$148K +$56.2K +720 +63%
HIIFS
933
Harel Insurance Investments & Financial Services
Israel
$148K +$109K +1,400 +313%
WLPWM
934
Walled Lake Planning & Wealth Management
Illinois
$147K
BWL
935
Bogart Wealth LLC
Virginia
$146K
CAM
936
Close Asset Management
United Kingdom
$145K
HFRG
937
Houlihan Financial Resource Group
Virginia
$144K +$140K +1,800 New
WAM
938
Wolverine Asset Management
Illinois
$138K +$133K +1,704 +6,086%
AIL
939
AGF Investments LLC
Ontario, Canada
$137K -$503K -6,452 -79%
HI
940
Hudock Inc
Pennsylvania
$136K
BCA
941
Berman Capital Advisors
Georgia
$126K -$7.33K -94 -6%
LS
942
Leelyn Smith
Illinois
$126K
FCH
943
Freestone Capital Holdings
Washington
$121K +$119K +1,522 New
SIAS
944
Shine Investment Advisory Services
Colorado
$119K -$24.4K -313 -17%
ST
945
Smithfield Trust
Pennsylvania
$119K +$6.32K +81 +6%
NNP
946
Nachman Norwood & Parrott
South Carolina
$118K +$115K +1,479 New
OAJ
947
Ogorek Anthony Joseph
New York
$117K
PO
948
Private Ocean
California
$114K
IFAM
949
Institutional & Family Asset Management
Colorado
$108K
CAGAS
950
Capital Advisory Group Advisory Services
Minnesota
$107K

EW Hedge Fund Activity: Q3 2020 in Review

1,083 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2020, worth a combined $41.1B — up 17% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new EW positions and 80 closed out — a net gain of 44 holders — while 393 added to existing stakes and 375 trimmed.

The largest buyer was Jackson Square Partners, opening a new position worth an estimated $469M. The largest seller was Two Sigma Advisers, cutting an estimated $142M.

  • 1,083 institutional investors held Edwards Lifesciences (EW) as of Q3 2020, up from 1,047 in Q2 2020.
  • Funds reported $41.1B of Edwards Lifesciences stock for Q3 2020, up 17% quarter-over-quarter.
  • 124 funds opened new Edwards Lifesciences positions in Q3 2020 and 80 closed out, a net change of +44 holders.
  • The largest Edwards Lifesciences buyer in Q3 2020 was Jackson Square Partners, an estimated $469M added.
  • The largest Edwards Lifesciences seller in Q3 2020 was Two Sigma Advisers, an estimated $142M sold.

Based on aggregated 13F filings for Q3 2020.