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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
CFFP
1001
Center for Financial Planning
Michigan
$142K +$41.5K +500 +47%
OAJ
1002
Ogorek Anthony Joseph
New York
$135K
NR
1003
Newfound Research
Massachusetts
$135K +$86.8K +1,046 +243%
CTC
1004
Central Trust Company
Missouri
$132K +$8.29K +100 +7%
NICM
1005
Neo Ivy Capital Management
New York
$130K -$63.2K -762 -35%
PO
1006
Private Ocean
California
$130K
IFAM
1007
Institutional & Family Asset Management
Colorado
$123K
CAGAS
1008
Capital Advisory Group Advisory Services
Minnesota
$122K
LS
1009
Leelyn Smith
Illinois
$118K -$24.5K -295 -19%
BAM
1010
Belpointe Asset Management
Nevada
$115K -$2.24K -27 -2%
ME
1011
McIlrath & Eck
Washington
$115K +$6.72K +81 +7%
Loomis, Sayles & Company
1012
Loomis, Sayles & Company
Massachusetts
$114K
RWA
1013
Ropes Wealth Advisors
Massachusetts
$110K +$99.8K +1,203 New
TWA
1014
TCI Wealth Advisors
Arizona
$109K -$5.47K -66 -5%
FWM
1015
Filbrandt Wealth Management
Wisconsin
$109K
KTC
1016
Kistler-Tiffany Companies
Pennsylvania
$109K
TH
1017
TCTC Holdings
Texas
$109K
NWA
1018
Navis Wealth Advisors
New York
$109K +$99.5K +1,200 New
SFP
1019
Sterling Financial Planning
New Jersey
$105K +$95.4K +1,150 New
KPCM
1020
Kings Point Capital Management
New York
$103K +$16.7K +201 +22%
FFC
1021
First Financial Corp
Indiana
$101K
SSB
1022
Sandy Spring Bank
Maryland
$100K +$19.4K +234 +27%
WAM
1023
Wolverine Asset Management
Illinois
$96K -$55.6K -670 -39%
BBHC
1024
Brown Brothers Harriman & Co
New York
$91K +$53.5K +645 +184%
AF
1025
Advisornet Financial
Minnesota
$90K -$4.81K -58 -6%

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.