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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
CFN
1101
Cordasco Financial Network
Florida
$16K
BWM
1102
BerganKDV Wealth Management
Minnesota
$16K +$9.95K +120 +235%
PWA
1103
Phoenix Wealth Advisors
North Carolina
$16K +$14.9K +180 New
JCM
1104
Jacobi Capital Management
Pennsylvania
$15K
M
1105
MOTCO
Texas
$15K
FMTCOCP
1106
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$14K
IRC
1107
Investors Research Corp
Georgia
$14K
EW
1108
Evoke Wealth
California
$13K
FWM
1109
Focused Wealth Management
New York
$13K
RCA
1110
Ranch Capital Advisors
Florida
$13K +$12.4K +150 New
CIA
1111
CSat Investment Advisory
Michigan
$12K -$285K -3,437 -96%
EIM
1112
Essex Investment Management
Massachusetts
$12K
FFA
1113
Freedman Financial Associates
Massachusetts
$12K +$11.2K +135 New
CAM
1114
CenterStar Asset Management
Illinois
$11K
NSB
1115
Norway Savings Bank
Maine
$11K
WAS
1116
Winch Advisory Services
Wisconsin
$11K
AA
1117
Ancora Advisors
Ohio
$10K +$4.15K +50 +91%
AA
1118
AlphaMark Advisors
Kentucky
$10K +$9.12K +110 New
WPA
1119
West Paces Advisors
Georgia
$9.3K
MA
1120
MCF Advisors
Kentucky
$9K
SIAG
1121
Safeguard Investment Advisory Group
California
$9K +$8.96K +108 New
ADIM
1122
Alpha DNA Investment Management
Maryland
$9K +$9.04K +109 New
CH
1123
Canton Hathaway
Rhode Island
$8K
RIA
1124
RPG Investment Advisory
California
$8K
VCM
1125
Versant Capital Management
Arizona
$8K

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.