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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
PWMG
951
Prestige Wealth Management Group
New Jersey
$117K +$8.2K +105 +8%
FL
952
Fort LP
Maryland
$117K +$117K +1,500 New
BCA
953
Berman Capital Advisors
Georgia
$110K +$6.09K +78 +6%
RIA
954
Realta Investment Advisors
Delaware
$110K +$12.7K +162 +14%
VFA
955
Valeo Financial Advisors
Indiana
$110K +$16.4K +210 +17%
CWP
956
CFM Wealth Partners
Texas
$107K +$105K +1,350 New
CTC
957
Central Trust Company
Missouri
$105K -$49.7K -636 -32%
IFAM
958
Institutional & Family Asset Management
Colorado
$105K
OPS
959
Orion Portfolio Solutions
Nebraska
$105K +$106K +1,353 New
ME
960
McIlrath & Eck
Washington
$103K -$23.4K -300 -19%
TI
961
tru Independence
Oregon
$103K +$128K +1,638 New
CH
962
Canton Hathaway
Rhode Island
$100K
PB
963
Pinnacle Bancorp
Nebraska
$99K -$6.79K -87 -6%
Loomis, Sayles & Company
964
Loomis, Sayles & Company
Massachusetts
$96K +$96K +1,230 New
O
965
Ossiam
France
$94K -$179K -2,289 -65%
PO
966
Private Ocean
California
$94K -$41K -525 -30%
LWM
967
Lenox Wealth Management
Ohio
$93K -$29.8K -381 -24%
KTC
968
Kistler-Tiffany Companies
Pennsylvania
$93K
FWM
969
Filbrandt Wealth Management
Wisconsin
$93K +$93.7K +1,200 New
BL
970
Balentine LLC
Georgia
$88K +$46.9K +600 +114%
FFC
971
First Financial Corp
Indiana
$86K
TF
972
TimeScale Financial
Massachusetts
$81K
AF
973
Advisornet Financial
Minnesota
$78K
FHA
974
First Horizon Advisors
Tennessee
$77K
ONST
975
Old North State Trust
North Carolina
$76K -$53.9K -690 -42%

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.