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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
SPWG
1076
Sage Private Wealth Group
Illinois
$37K +$33.9K +409 New
EWA
1077
Evolution Wealth Advisors
Florida
$35K +$3.65K +44 +13%
SIS
1078
Sound Income Strategies
Florida
$35K +$24.9K +300 +375%
SLF
1079
Sun Life Financial
Ontario, Canada
$34K -$995 -12 -3%
FMB
1080
Field & Main Bank
Kentucky
$34K -$498 -6 -2%
SFSIG
1081
San Francisco Sentry Investment Group
California
$34K
SL
1082
Savior LLC
Massachusetts
$34K
JWM
1083
Janiczek Wealth Management
Colorado
$33K -$581 -7 -2%
GAM
1084
Gemmer Asset Management
California
$28K -$3.32K -40 -12%
BII
1085
Bainco International Investors
Massachusetts
$28K +$24.9K +300 New
TAM
1086
Tucker Asset Management
Colorado
$27.4K +$24.9K +300 New
TFIPS
1087
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.3K +$23.9K +288 New
MWP
1088
Meridian Wealth Partners
Pennsylvania
$25K -$2.41K -29 -10%
LF
1089
Lee Financial
Texas
$24K
PFGIA
1090
Patriot Financial Group Insurance Agency
Massachusetts
$23K
AWM
1091
Avondale Wealth Management
Texas
$22K
FRA
1092
Front Row Advisors
California
$22K
JGIA
1093
Jackson Grant Investment Advisers
Connecticut
$22K
NSIM
1094
North Star Investment Management
Illinois
$22K
SC
1095
Steph & Co
Wisconsin
$22K
EFSCE
1096
Enterprise Financial Services Corp (EFSC)
Missouri
$21K +$1.16K +14 +6%
CWP
1097
Concord Wealth Partners
Virginia
$20K +$17.9K +216 New
AIG
1098
American International Group
New York
$19.2K +$1.13M +13,641 +7%
APWA
1099
Atlas Private Wealth Advisors
New Jersey
$17K
H
1100
Hexavest
Quebec, Canada
$17K

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.