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Edwards Lifesciences

1,158 hedge funds and large institutions have $47.9B invested in Edwards Lifesciences in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 409 increasing their positions, 391 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 78

85% more call options, than puts

Call options by funds: $235M | Put options by funds: $127M

16% more capital invested

Capital invested by funds: $41.1B → $47.9B (+$6.74B)

7% more funds holding

Funds holding: 1,0831,158 (+75)

5% more repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 391

0.2% less ownership

Funds ownership: 82.91%82.71% (-0.2%)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
1,158
Holders Change
+75
Holders Change %
+6.93%
% of All Funds
20.49%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.28%
New
165
Increased
409
Reduced
391
Closed
78
Calls
$235M
Puts
$127M
Net Calls
+$109M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
976
Pegasus Partners
Wisconsin
$207K +$188K +2,265 New
SEM
977
Suncoast Equity Management
Florida
$207K +$188K +2,270 New
AIM
978
Acropolis Investment Management
Missouri
$206K
MCG
979
MACRO Consulting Group
New Jersey
$205K +$187K +2,250 New
NPT
980
Nixon Peabody Trust
Massachusetts
$203K +$185K +2,226 New
PFS
981
Prospera Financial Services
Texas
$202K +$91.2K +1,100 +98%
BWL
982
Bogart Wealth LLC
Virginia
$194K +$24.9K +300 +16%
T
983
TOBAM
France
$193K
FFG
984
Fortem Financial Group
California
$193K +$176K +2,120 New
FCH
985
Freestone Capital Holdings
Washington
$188K +$45.1K +544 +36%
ZB
986
Zions Bancorporation
Utah
$182K +$664 +8 +0.4%
EP
987
Eudaimonia Partners
Tennessee
$168K -$332 -4 -0.2%
WLPWM
988
Walled Lake Planning & Wealth Management
Illinois
$168K
FPA
989
First Pacific Advisors
California
$166K -$4.73K -57 -3%
CAM
990
Close Asset Management
United Kingdom
$166K
AIL
991
AGF Investments LLC
Ontario, Canada
$166K +$8.63K +104 +6%
AL
992
AJO LP
Pennsylvania
$165K -$134K -1,610 -47%
HFS
993
Hantz Financial Services
Michigan
$164K +$149K +1,794 New
HI
994
Hudock Inc
Pennsylvania
$156K
BCA
995
Berman Capital Advisors
Georgia
$155K +$10.3K +124 +8%
NFG
996
Next Financial Group
Texas
$154K -$27.4K -330 -16%
GSAM
997
Grant Street Asset Management
Pennsylvania
$153K +$139K +1,680 New
RPWA
998
Regent Peak Wealth Advisors
Georgia
$149K +$136K +1,635 New
WT
999
Whittier Trust
California
$147K +$82.1K +990 +159%
ST
1000
Smithfield Trust
Pennsylvania
$143K +$6.47K +78 +5%

EW Hedge Fund Activity: Q4 2020 in Review

1,158 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2020, worth a combined $47.9B — up 16% from $41.1B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new EW positions and 78 closed out — a net gain of 87 holders — while 409 added to existing stakes and 391 trimmed.

The largest buyer was Harding Loevner, adding an estimated $199M. The largest seller was Fidelity Investments, cutting an estimated $175M.

  • 1,158 institutional investors held Edwards Lifesciences (EW) as of Q4 2020, up from 1,083 in Q3 2020.
  • Funds reported $47.9B of Edwards Lifesciences stock for Q4 2020, up 16% quarter-over-quarter.
  • 165 funds opened new Edwards Lifesciences positions in Q4 2020 and 78 closed out, a net change of +87 holders.
  • The largest Edwards Lifesciences buyer in Q4 2020 was Harding Loevner, an estimated $199M added.
  • The largest Edwards Lifesciences seller in Q4 2020 was Fidelity Investments, an estimated $175M sold.

Based on aggregated 13F filings for Q4 2020.