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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
HWM
1026
Howard Wealth Management
Connecticut
$24K +$24.8K +318 New
CAM
1027
Close Asset Management
United Kingdom
$23K
EARNEST Partners
1028
EARNEST Partners
Georgia
$23K
LF
1029
Lee Financial
Texas
$21K
TSW
1030
Thompson Siegel & Walmsley
Virginia
$21K +$3.51K +45 +21%
SC
1031
Steph & Co
Wisconsin
$21K +$20.8K +267 New
EW
1032
Evoke Wealth
California
$20.5K -$937 -12 -4%
AWM
1033
Avondale Wealth Management
Texas
$19K
FRA
1034
Front Row Advisors
California
$19K
JGIA
1035
Jackson Grant Investment Advisers
Connecticut
$19K
NSIM
1036
North Star Investment Management
Illinois
$19K
1W
1037
1776 Wealth
Georgia
$19K +$19.2K +246 New
IA
1038
IndexIQ Advisors
New York
$17K +$17.1K +219 New
IWA
1039
Intercontinental Wealth Advisors
Texas
$16K -$9.61K -123 -37%
JWM
1040
Janiczek Wealth Management
Colorado
$16K
EFSCE
1041
Enterprise Financial Services Corp (EFSC)
Missouri
$15K +$1.87K +24 +14%
CI
1042
Cordant Inc
Oregon
$15K +$15.5K +198 New
SC
1043
Solstein Capital
California
$15K +$15.5K +198 New
CFN
1044
Cordasco Financial Network
Florida
$14K
BAMG
1045
Brand Asset Management Group
Missouri
$13K
IBOK
1046
Independence Bank of Kentucky
Kentucky
$13K
TCWM
1047
Total Clarity Wealth Management
Illinois
$13K +$13.4K +171 New
CI
1048
CX Institutional
Indiana
$12K
IRC
1049
Investors Research Corp
Georgia
$12K
GWS
1050
Glassman Wealth Services
Virginia
$11K +$1.41K +18 +14%

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.