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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
SWA
1026
SOA Wealth Advisors
New York
$89K +$86.3K +1,041 New
VFA
1027
Valeo Financial Advisors
Indiana
$88K -$3.73K -45 -4%
AF
1028
Allworth Financial
California
$87K
RFA
1029
Reilly Financial Advisors
California
$87K +$3.23K +39 +4%
BSSFA
1030
Baron Silver Stevens Financial Advisors
Florida
$85K +$77.6K +936 New
AP
1031
Atwood & Palmer
Missouri
$83K
APP
1032
Alpha Paradigm Partners
Illinois
$82K +$74.2K +894 New
PHAM
1033
Portland Hill Asset Management
United Kingdom
$81K +$74.5K +898 New
ONST
1034
Old North State Trust
North Carolina
$77K -$10.9K -132 -14%
PB
1035
Pinnacle Bancorp
Nebraska
$77K
TPWA
1036
TRUE Private Wealth Advisors
Oregon
$77K +$7.71K +93 +12%
SWA
1037
Sutton Wealth Advisors
Florida
$76.3K +$1.16K +14 +2%
EIP
1038
Ellis Investment Partners
Pennsylvania
$74K
CI
1039
CX Institutional
Indiana
$73K +$22.3K +269 +50%
SAI
1040
Systematic Alpha Investments
New Jersey
$68K +$62K +747 New
AWM
1041
Atticus Wealth Management
Florida
$68K +$62.2K +750 New
SQA
1042
Simon Quick Advisors
New Jersey
$67K -$122K -1,476 -67%
HWA
1043
Heritage Wealth Advisors
Virginia
$67K
FHA
1044
First Horizon Advisors
Tennessee
$66K
HCP
1045
Hexagon Capital Partners
Arkansas
$66K
VCG
1046
Vantage Consulting Group
Virginia
$65K +$58.9K +710 New
WTC
1047
WhitTier Trust Company
Nevada
$64K -$32.8K -396 -36%
CFO
1048
CVA Family Office
Colorado
$64K
GEA
1049
Glen Eagle Advisors
New Jersey
$62.9K -$6.22K -75 -10%
GLLW
1050
Graves Light Lenhart Wealth
Virginia
$61K +$55.8K +673 New

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.