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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
CFN
1001
Cordasco Financial Network
Florida
$12K
PWP
1002
Principle Wealth Partners
Connecticut
$12K +$11.9K +168 New
IRC
1003
Investors Research Corp
Georgia
$11K
JCM
1004
Jacobi Capital Management
Pennsylvania
$11K
M
1005
MOTCO
Texas
$11K
PFGIA
1006
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$11.4K +160 New
EW
1007
Evoke Wealth
California
$10K -$1.07K -15 -10%
FWM
1008
Focused Wealth Management
New York
$10K
M
1009
Mirova
France
$8K
VRM
1010
Vectors Research Management
New York
$8K
WAS
1011
Winch Advisory Services
Wisconsin
$8K
UFF
1012
USA Financial Formulas
Michigan
$8K +$3.13K +44 +61%
WPA
1013
West Paces Advisors
Georgia
$7.05K
EARNEST Partners
1014
EARNEST Partners
Georgia
$7K -$13.8K -194 -67%
BWM
1015
BerganKDV Wealth Management
Minnesota
$7K -$213 -3 -3%
RIA
1016
RPG Investment Advisory
California
$6K
VCM
1017
Versant Capital Management
Arizona
$6K
CH
1018
Canton Hathaway
Rhode Island
$6K +$6.4K +90 New
WAMC
1019
Western Asset Management Company
California
$5K +$5.12K +72 New
FP
1020
Financial Perspectives
Minnesota
$4.64K +$4.76K +67 New
CIM
1021
Contravisory Investment Management
Massachusetts
$4K
Kayne Anderson Rudnick Investment Management
1022
Kayne Anderson Rudnick Investment Management
California
$4K
WB
1023
Webster Bank
Connecticut
$4K +$4.26K +60 New
IAS
1024
IMA Advisory Services
Colorado
$3K
HWM
1025
HighMark Wealth Management
Minnesota
$3K +$426 +6 +14%

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.