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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
CH
1051
Canton Hathaway
Rhode Island
$7K
RIA
1052
RPG Investment Advisory
California
$7K
VCM
1053
Versant Capital Management
Arizona
$7K
OIA
1054
Optimum Investment Advisors
Illinois
$7K +$5.46K +70 +389%
SIS
1055
Sound Income Strategies
Florida
$6K -$33.6K -430 -84%
FP
1056
Financial Perspectives
Minnesota
$5.36K
WB
1057
Webster Bank
Connecticut
$5K
IAS
1058
IMA Advisory Services
Colorado
$5K +$1.17K +15 +36%
BWA
1059
BDO Wealth Advisors
Florida
$5K +$2.81K +36 +150%
CWC
1060
Carolinas Wealth Consulting
North Carolina
$5K +$3.67K +47 +224%
Millennium Management
1061
Millennium Management
New York
$4.58K -$39.8M -509,838 -90%
BWM
1062
BerganKDV Wealth Management
Minnesota
$4K -$3.98K -51 -50%
CIM
1063
Contravisory Investment Management
Massachusetts
$4K
HWM
1064
HighMark Wealth Management
Minnesota
$4K
AA
1065
Ancora Advisors
Ohio
$4K +$4.29K +55 New
AWA
1066
Arkadios Wealth Advisors
Georgia
$3.75K +$546 +7 +19%
SXL
1067
Summit X LLC
Missouri
$3.59K +$265K +3,395 +41%
NG
1068
NWK Group
California
$3K -$3.83M -49,078 -100%
LWM
1069
Liberty Wealth Management
California
$3K +$2.5K +32 New
KFS
1070
Kelly Financial Services
Massachusetts
$2.63K
VRM
1071
Vectors Research Management
New York
$2K -$7.02K -90 -77%
GC
1072
Globeflex Capital
California
$2K
TAIM
1073
TD Ameritrade Investment Management
Nebraska
$2K
MCM
1074
Manchester Capital Management
Vermont
$2K +$2.26K +29 New
CA
1075
Crewe Advisors
Utah
$2K +$2.34K +30 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.