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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
HIIFS
976
Harel Insurance Investments & Financial Services
Israel
$31K +$31.8K +448 New
PA
977
Procyon Advisors
Connecticut
$30K +$355 +5 +1%
GAM
978
Gemmer Asset Management
California
$26K +$497 +7 +2%
SLF
979
Sun Life Financial
Ontario, Canada
$26K +$569 +8 +2%
SL
980
Savior LLC
Massachusetts
$26K +$3.41K +48 +15%
SFSIG
981
San Francisco Sentry Investment Group
California
$26K +$13.9K +195 +112%
FMB
982
Field & Main Bank
Kentucky
$26K +$27.1K +381 New
BBHC
983
Brown Brothers Harriman & Co
New York
$24K +$1.28K +18 +6%
JWM
984
Janiczek Wealth Management
Colorado
$24K +$10K +141 +67%
PGAM
985
Princeton Global Asset Management
New Jersey
$23K
EWA
986
Evolution Wealth Advisors
Florida
$23K +$6.61K +93 +38%
CI
987
CX Institutional
Indiana
$22K +$5.83K +82 +34%
CFO
988
CVA Family Office
Colorado
$21K +$21.3K +300 New
PW
989
Price Wealth
Texas
$20K +$4.48K +63 +28%
CA
990
Centerpoint Advisors
Massachusetts
$19K +$14.1K +198 +275%
LF
991
Lee Financial
Texas
$18K
SC
992
Steph & Co
Wisconsin
$17K -$1.78K -25 -9%
AWM
993
Avondale Wealth Management
Texas
$17K
JGIA
994
Jackson Grant Investment Advisers
Connecticut
$17K
MF
995
Manchester Financial
California
$17K
NSIM
996
North Star Investment Management
Illinois
$17K
GWS
997
Glassman Wealth Services
Virginia
$17K +$5.9K +83 +49%
EFSCE
998
Enterprise Financial Services Corp (EFSC)
Missouri
$15K +$1.28K +18 +9%
H
999
Hexavest
Quebec, Canada
$13K
APWA
1000
Atlas Private Wealth Advisors
New Jersey
$13K +$13.2K +186 New

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.