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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
EI
1051
Ellevest Inc
New York
$11K +$7.96K +102 +262%
SNT
1052
Security National Trust
West Virginia
$11K +$10.8K +138 New
WAS
1053
Winch Advisory Services
Wisconsin
$9K
VRM
1054
Vectors Research Management
New York
$9K +$7.03K +90 +333%
M
1055
Mirova
France
$9K +$8.9K +114 New
PA
1056
Procyon Advisors
Connecticut
$9K +$8.9K +114 New
RIA
1057
RPG Investment Advisory
California
$8K -$1.17K -15 -13%
WPA
1058
West Paces Advisors
Georgia
$7.93K
M
1059
MOTCO
Texas
$7K
BWM
1060
BerganKDV Wealth Management
Minnesota
$7K +$7.26K +93 New
CA
1061
Centerpoint Advisors
Massachusetts
$6K
CAM
1062
Columbia Asset Management
Michigan
$5.91K +$8.2K +105 +1%
Kayne Anderson Rudnick Investment Management
1063
Kayne Anderson Rudnick Investment Management
California
$5K
VCM
1064
Versant Capital Management
Arizona
$5K
WQ
1065
Wealth Quarterback
New Jersey
$4.34K +$4.22K +54 New
WCM
1066
Wealthcare Capital Management
Virginia
$4K +$3.98K +51 New
HWM
1067
HighMark Wealth Management
Minnesota
$4K +$4.45K +57 New
LP
1068
LMR Partners
United Kingdom
$3.08K +$3.09M +39,579 New
FPFS
1069
First Personal Financial Services
North Carolina
$3K -$62.1K -795 -96%
IAS
1070
IMA Advisory Services
Colorado
$3K -$6.33K -81 -66%
MIM
1071
Macroview Investment Management
Maryland
$3K +$2.81K +36 New
SIC
1072
Samalin Investment Counsel
New York
$3K +$3.04K +39 New
JCM
1073
Jacobi Capital Management
Pennsylvania
$2K -$4.62M -59,205 -100%
TWA
1074
TCI Wealth Advisors
Arizona
$2K -$469 -6 -17%
Fidelity International
1075
Fidelity International
Bermuda
$2K -$234 -3 -13%

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.