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Edwards Lifesciences

1,083 hedge funds and large institutions have $41.1B invested in Edwards Lifesciences in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 393 increasing their positions, 375 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 80

54% more call options, than puts

Call options by funds: $220M | Put options by funds: $142M

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

17% more capital invested

Capital invested by funds: $35.1B → $41.1B (+$6.05B)

3% more funds holding

Funds holding: 1,0471,083 (+36)

1.06% more ownership

Funds ownership: 81.85%82.91% (+1.1%)

5% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 375

Holders
1,083
Holders Change
+36
Holders Change %
+3.44%
% of All Funds
21.85%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.38%
New
124
Increased
393
Reduced
375
Closed
80
Calls
$220M
Puts
$142M
Net Calls
+$77.4M
Net Calls Change
+$61M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
1026
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$7.02K +90 +56%
AWM
1027
Avondale Wealth Management
Texas
$19K
NSIM
1028
North Star Investment Management
Illinois
$19K
SC
1029
Steph & Co
Wisconsin
$19K
NIC
1030
Northwest Investment Counselors
Oregon
$19K +$18.3K +234 New
CSPIA
1031
Cary Street Partners Investment Advisory
Virginia
$19K +$18.7K +240 New
PW
1032
Price Wealth
Texas
$18K -$5.31K -68 -24%
EFSCE
1033
Enterprise Financial Services Corp (EFSC)
Missouri
$17K
APWA
1034
Atlas Private Wealth Advisors
New Jersey
$15K
H
1035
Hexavest
Quebec, Canada
$15K
CFN
1036
Cordasco Financial Network
Florida
$14K
JCM
1037
Jacobi Capital Management
Pennsylvania
$13K
M
1038
MOTCO
Texas
$13K
FMTCOCP
1039
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K -$35.1K -450 -75%
IRC
1040
Investors Research Corp
Georgia
$12K
EW
1041
Evoke Wealth
California
$11K
FWM
1042
Focused Wealth Management
New York
$11K
RA
1043
Rational Advisors
New York
$10K -$44.2K -567 -82%
WAS
1044
Winch Advisory Services
Wisconsin
$10K
NSB
1045
Norway Savings Bank
Maine
$10K +$9.36K +120 New
EIM
1046
Essex Investment Management
Massachusetts
$10K +$10.2K +131 New
UFF
1047
USA Financial Formulas
Michigan
$9K -$156 -2 -2%
FGA
1048
Fortis Group Advisors
New Jersey
$9K +$9.36K +120 New
WPA
1049
West Paces Advisors
Georgia
$8.14K
MA
1050
MCF Advisors
Kentucky
$8K +$7.8K +100 New

EW Hedge Fund Activity: Q3 2020 in Review

1,083 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2020, worth a combined $41.1B — up 17% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new EW positions and 80 closed out — a net gain of 44 holders — while 393 added to existing stakes and 375 trimmed.

The largest buyer was Jackson Square Partners, opening a new position worth an estimated $469M. The largest seller was Two Sigma Advisers, cutting an estimated $142M.

  • 1,083 institutional investors held Edwards Lifesciences (EW) as of Q3 2020, up from 1,047 in Q2 2020.
  • Funds reported $41.1B of Edwards Lifesciences stock for Q3 2020, up 17% quarter-over-quarter.
  • 124 funds opened new Edwards Lifesciences positions in Q3 2020 and 80 closed out, a net change of +44 holders.
  • The largest Edwards Lifesciences buyer in Q3 2020 was Jackson Square Partners, an estimated $469M added.
  • The largest Edwards Lifesciences seller in Q3 2020 was Two Sigma Advisers, an estimated $142M sold.

Based on aggregated 13F filings for Q3 2020.