We are live on ! Find out more
EW icon

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
AAIM
1026
Asset Advisors Investment Management
Georgia
$3K +$2.77K +39 New
AWA
1027
Arkadios Wealth Advisors
Georgia
$2.63K +$2.63K +37 New
KFS
1028
Kelly Financial Services
Massachusetts
$2.28K
HF
1029
Halpern Financial
Virginia
$2.07K +$2.13K +30 New
TAIM
1030
TD Ameritrade Investment Management
Nebraska
$2K -$284 -4 -15%
BWA
1031
BDO Wealth Advisors
Florida
$2K
GC
1032
Globeflex Capital
California
$2K
IWP
1033
IAG Wealth Partners
Wisconsin
$2K
THWM
1034
Taylor Hoffman Wealth Management
Virginia
$2K +$2.13K +30 New
OIA
1035
Optimum Investment Advisors
Illinois
$1K -$19.8K -279 -94%
MPWT
1036
MassMutual Private Wealth & Trust
Connecticut
$1K -$2.98K -42 -74%
AWM
1037
Avior Wealth Management
Nebraska
$1K
CAM
1038
ClariVest Asset Management
California
$1K
Fidelity International
1039
Fidelity International
Bermuda
$1K
PCTC
1040
Perkins Coie Trust Company
Washington
$1K
TFA
1041
Transamerica Financial Advisors
Florida
$1K +$71 +1 New
CWC
1042
Carolinas Wealth Consulting
North Carolina
$1K +$1.49K +21 New
WAM
1043
Wolverine Asset Management
Illinois
$1K +$1.99K +28 New
JG
1044
Jefferies Group
New York
$691 +$437K +6,151 +160%
TI
1045
tru Independence
Oregon
$120 +$6.68K +94 +6%
WIM
1046
Westside Investment Management
California
$82
AC
1047
AKO Capital
United Kingdom
-$142M -2,260,704 Closed
Retirement Systems of Alabama
1048
Retirement Systems of Alabama
Alabama
-$22.4M -356,478 Closed
Alyeska Investment Group
1049
Alyeska Investment Group
Illinois
-$17M -270,174 Closed
1832 Asset Management
1050
1832 Asset Management
Ontario, Canada
-$15.6M -238,152 Closed

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.