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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
VNA
951
Valley National Advisers
Pennsylvania
$44K -$169K -2,373 -79%
PWMG
952
Prestige Wealth Management Group
New Jersey
$44K -$1.49K -21 -3%
HFA
953
HC Financial Advisors
California
$44K
JWA
954
JFS Wealth Advisors
Pennsylvania
$44K +$44.8K +630 New
WT
955
Whittier Trust
California
$43K -$22.4K -315 -34%
LWANC
956
Laurel Wealth Advisors (North Carolina)
North Carolina
$43K -$4.9K -69 -10%
TF
957
TimeScale Financial
Massachusetts
$43K
FRA
958
Front Row Advisors
California
$42K -$26.6K -375 -38%
FHA
959
First Horizon Advisors
Tennessee
$42K
CFD
960
Creative Financial Designs
Indiana
$42K +$43.5K +612 New
FMTCOCP
961
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$41K
FNBOSM
962
First National Bank of South Miami
Florida
$41K
IRAG
963
Investment Research & Advisory Group
Georgia
$41K
SWM
964
Sugarloaf Wealth Management
Georgia
$41K
BL
965
Balentine LLC
Georgia
$40K +$5.12K +72 +14%
PFBT
966
Parkside Financial Bank & Trust
Missouri
$39K +$2.77K +39 +7%
AWM
967
Apollon Wealth Management
South Carolina
$39K +$39.7K +559 New
TFO
968
Tarbox Family Office
California
$37K +$6.4K +90 +20%
LC
969
Lindbrook Capital
California
$36K +$4.69K +66 +14%
SIS
970
Sound Income Strategies
Florida
$35K -$32K -450 -47%
LWM
971
Lenox Wealth Management
Ohio
$33K -$55K -774 -62%
MSFP
972
Mark Sheptoff Financial Planning
Connecticut
$33K
MRCM
973
M&R Capital Management
New Jersey
$33K
1W
974
1776 Wealth
Georgia
$32K -$19K -268 -37%
JFA
975
JNBA Financial Advisors
Minnesota
$31K

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.