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Edwards Lifesciences
EW

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: 964 → 1,092 (+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: 30 → 29 (-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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$386M
2
Capital International Investors
Capital International Investors
California
+$160M
3
Goldman Sachs
Goldman Sachs
New York
+$143M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$128M
5
Two Sigma Investments
Two Sigma Investments
New York
+$123M

Top Sellers

Rank Fund Capital Flow
1
Sands Capital Management
Sands Capital Management
Virginia
-$312M
2
Jennison Associates
Jennison Associates
New York
-$286M
3
Citadel Advisors
Citadel Advisors
Florida
-$223M
4
N
Nuveen
North Carolina
-$201M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$118M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1076
Globeflex Capital
California
$2K – – –
THWM
1077
Taylor Hoffman Wealth Management
Virginia
$2K – – –
IWP
1078
IAG Wealth Partners
Wisconsin
$2K +$1.41K +18 New
DI
1079
Disciplined Investments
Oklahoma
$2K +$2.11K +27 New
TAIM
1080
TD Ameritrade Investment Management
Nebraska
$2K +$2.11K +27 +900%
BCH
1081
Berkshire Capital Holdings
California
$2K +$2.34K +30 New
LFG
1082
Larson Financial Group
Missouri
$2K +$2.34K +30 New
AWM
1083
Avior Wealth Management
Nebraska
$1K – – –
CAM
1084
ClariVest Asset Management
California
$1K – – –
JWA
1085
JFS Wealth Advisors
Pennsylvania
$1K – – –
TIM
1086
Tortoise Investment Management
New York
$1K – – –
WAP
1087
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
ED
1088
Exane Derivatives
France
$473 – – –
PGAM
1089
Princeton Global Asset Management
New Jersey
$26 +$26.2K +336 New
LS
1090
Leelyn Smith
Illinois
$13 +$13.4K +171 New
Holocene Advisors
1091
Holocene Advisors
New York
– -$69.7M -951,249 Closed
PC
1092
Polar Capital
United Kingdom
– -$57.8M -788,529 Closed
HCM
1093
Hitchwood Capital Management
New York
– -$44.3M -603,996 Closed
GF
1094
Gabelli Funds
New York
– -$27M -369,000 Closed
VAM
1095
Vontobel Asset Management
New York
– -$22.8M -291,858 Closed
MCM
1096
Maryland Capital Management
Maryland
– -$14.4M -196,557 Closed
PCM
1097
Penserra Capital Management
California
– -$10.9M -148,389 Closed
AL
1098
AJO LP
Pennsylvania
– -$10.8M -147,813 Closed
LCM
1099
Landscape Capital Management
New Jersey
– -$8.04M -109,635 Closed
ZIG
1100
Zurich Insurance Group
Switzerland
– -$7.91M -107,967 Closed
42 43
44
45 46

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.