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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
MCM
1126
Manchester Capital Management
Vermont
$8K +$4.48K +54 +186%
TFS
1127
TrustCore Financial Services
Tennessee
$8K +$7.46K +90 New
AFS
1128
Annapolis Financial Services
Maryland
$8K +$7.71K +93 New
NC
1129
NewSquare Capital
Pennsylvania
$7K +$6.22K +75 New
LGA
1130
Lebenthal Global Advisors
New York
$7K +$6.39K +77 New
FP
1131
Financial Perspectives
Minnesota
$6.12K
CWC
1132
Carolinas Wealth Consulting
North Carolina
$6K
DWP
1133
Destiny Wealth Partners
Florida
$6K +$5.23K +63 New
FPFS
1134
First Personal Financial Services
North Carolina
$6K +$5.72K +69 New
BWA
1135
BDO Wealth Advisors
Florida
$5K
CIM
1136
Contravisory Investment Management
Massachusetts
$5K
WB
1137
Webster Bank
Connecticut
$5K
UFF
1138
USA Financial Formulas
Michigan
$4K -$5.89K -71 -62%
IAS
1139
IMA Advisory Services
Colorado
$4K -$1.24K -15 -26%
AWA
1140
Arkadios Wealth Advisors
Georgia
$4K
HWM
1141
HighMark Wealth Management
Minnesota
$4K
AWM
1142
Avior Wealth Management
Nebraska
$4K +$2.74K +33 +157%
MF
1143
Manchester Financial
California
$4K +$3.48K +42 New
KFS
1144
Kelly Financial Services
Massachusetts
$3.01K
NG
1145
NWK Group
California
$3K -$249 -3 -8%
CA
1146
Crewe Advisors
Utah
$3K
HCA
1147
Harbour Capital Advisors
Virginia
$3K +$60.6K +730 +2%
TAIM
1148
TD Ameritrade Investment Management
Nebraska
$2K -$249 -3 -13%
GC
1149
Globeflex Capital
California
$2K
LWM
1150
Liberty Wealth Management
California
$2K

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.