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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
WTC
1001
WhitTier Trust Company
Nevada
$55K
PW
1002
Price Wealth
Texas
$55K +$1.41K +18 +3%
LWANC
1003
Laurel Wealth Advisors (North Carolina)
North Carolina
$49K
FMTCOCP
1004
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$47K
FNBOSM
1005
First National Bank of South Miami
Florida
$47K
EWM
1006
EPG Wealth Management
Georgia
$47K +$46.9K +600 New
IRAG
1007
Investment Research & Advisory Group
Georgia
$47K +$46.9K +600 New
SWM
1008
Sugarloaf Wealth Management
Georgia
$47K +$46.9K +600 New
TRCT
1009
Tower Research Capital (TRC)
New York
$45K -$1M -12,849 -96%
TFO
1010
Tarbox Family Office
California
$41K -$234 -3 -0.6%
FMB
1011
Field & Main Bank
Kentucky
$41K
MSFP
1012
Mark Sheptoff Financial Planning
Connecticut
$37K
MRCM
1013
M&R Capital Management
New Jersey
$37K
TCOV
1014
Trust Company of Vermont
Vermont
$36K
JFA
1015
JNBA Financial Advisors
Minnesota
$35K
CFG
1016
Capstone Financial Group
Oklahoma
$35K +$35.1K +450 New
PCG
1017
Private Capital Group
Connecticut
$34K -$26.7K -342 -43%
FPS
1018
Fieldpoint Private Securities
Connecticut
$30K +$1.17K +15 +4%
AssetMark Inc
1019
AssetMark Inc
California
$29K -$12.2K -156 -30%
GAM
1020
Gemmer Asset Management
California
$29K -$469 -6 -2%
SLF
1021
Sun Life Financial
Ontario, Canada
$28K -$11.5K -147 -29%
EWA
1022
Evolution Wealth Advisors
Florida
$28K +$25.5K +327 +991%
SL
1023
Savior LLC
Massachusetts
$27K +$26.9K +345 New
MF
1024
Manchester Financial
California
$26K +$25.8K +330 New
HI
1025
Human Investing
Oregon
$24K +$23.7K +303 New

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.