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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
PWMG
1051
Prestige Wealth Management Group
New Jersey
$59K +$332 +4 +0.6%
HFA
1052
HC Financial Advisors
California
$58K
VNA
1053
Valley National Advisers
Pennsylvania
$58K
FNBOSM
1054
First National Bank of South Miami
Florida
$58K +$2.99K +36 +6%
LWANC
1055
Laurel Wealth Advisors (North Carolina)
North Carolina
$57K
TF
1056
TimeScale Financial
Massachusetts
$57K
CFD
1057
Creative Financial Designs
Indiana
$56K
TWM
1058
Tradition Wealth Management
Minnesota
$56K +$51K +615 New
IRAG
1059
Investment Research & Advisory Group
Georgia
$55K
SWM
1060
Sugarloaf Wealth Management
Georgia
$55K
PFBT
1061
Parkside Financial Bank & Trust
Missouri
$53K +$1.33K +16 +3%
HFM
1062
Harvest Fund Management
China
$53K +$48.7K +587 New
AAP
1063
Arax Advisory Partners
Colorado
$49K
TFO
1064
Tarbox Family Office
California
$49K
PFO
1065
Pathstone Family Office
New Jersey
$49K +$44.4K +535 +8,917%
TCOV
1066
Trust Company of Vermont
Vermont
$48K
LC
1067
Lindbrook Capital
California
$48K +$415 +5 +1%
EARNEST Partners
1068
EARNEST Partners
Georgia
$47K
FPS
1069
Fieldpoint Private Securities
Connecticut
$45K +$40.8K +492 New
JFA
1070
JNBA Financial Advisors
Minnesota
$44K
MSFP
1071
Mark Sheptoff Financial Planning
Connecticut
$44K +$39.8K +480 New
AssetMark Inc
1072
AssetMark Inc
California
$41K -$4.98K -60 -12%
NFSG
1073
Newbridge Financial Services Group
Florida
$39K -$24.9K -300 -41%
AS
1074
Altshuler Shaham
Israel
$39K +$9.62K +116 +38%
GWS
1075
Glassman Wealth Services
Virginia
$38K +$829 +10 +2%

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.