Edwards Lifesciences
1,083 hedge funds and large institutions have $41.1B invested in Edwards Lifesciences in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 393 increasing their positions, 375 reducing their positions, and 80 closing their positions.
55% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 80
54% more call options, than puts
Call options by funds: $220M | Put options by funds: $142M
36% more funds holding in top 10
Funds holding in top 10: 14 → 19 (+5)
17% more capital invested
Capital invested by funds: $35.1B → $41.1B (+$6.05B)
3% more funds holding
Funds holding: 1,047 → 1,083 (+36)
1.06% more ownership
Funds ownership: 81.85% → 82.91% (+1.1%)
5% more repeat investments, than reductions
Existing positions increased: 393 | Existing positions reduced: 375
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$469M |
| 2 |
OCBV
Ownership Capital B.V.
Amsterdam,
Netherlands
|
+$257M |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$130M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$113M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$94.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Advisers
New York
|
-$142M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$123M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$114M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$109M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$100M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
1151
Centerpoint Advisors
Needham,
Massachusetts
| – | -$19K | -270 | Closed |
|
|
MF
1152
Manchester Financial
Westlake Village,
California
| – | -$17K | -240 | Closed |
|
|
PWP
1153
Principle Wealth Partners
Madison,
Connecticut
| – | -$12K | -168 | Closed |
|
|
WAMC
1154
Western Asset Management Company
Pasadena,
California
| – | -$5K | -72 | Closed |
|
1155
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$4K | -63 | Closed |
|
|
AAIM
1156
Asset Advisors Investment Management
Augusta,
Georgia
| – | -$3K | -39 | Closed |
|
|
HF
1157
Halpern Financial
Ashburn,
Virginia
| – | -$2.07K | -30 | Closed |
|
|
THWM
1158
Taylor Hoffman Wealth Management
Richmond,
Virginia
| – | -$2K | -30 | Closed |
|
|
IWP
1159
IAG Wealth Partners
Waukesha,
Wisconsin
| – | -$2K | -18 | Closed |
|
|
PCTC
1160
Perkins Coie Trust Company
Seattle,
Washington
| – | -$1K | -9 | Closed |
|
|
TFA
1161
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$1K | -1 | Closed |
|
EW Hedge Fund Activity: Q3 2020 in Review
1,083 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2020, worth a combined $41.1B — up 17% from $35.1B a quarter earlier.
Buyers outnumbered sellers: 124 funds opened new EW positions and 80 closed out — a net gain of 44 holders — while 393 added to existing stakes and 375 trimmed.
The largest buyer was Jackson Square Partners, opening a new position worth an estimated $469M. The largest seller was Two Sigma Advisers, cutting an estimated $142M.
- 1,083 institutional investors held Edwards Lifesciences (EW) as of Q3 2020, up from 1,047 in Q2 2020.
- Funds reported $41.1B of Edwards Lifesciences stock for Q3 2020, up 17% quarter-over-quarter.
- 124 funds opened new Edwards Lifesciences positions in Q3 2020 and 80 closed out, a net change of +44 holders.
- The largest Edwards Lifesciences buyer in Q3 2020 was Jackson Square Partners, an estimated $469M added.
- The largest Edwards Lifesciences seller in Q3 2020 was Two Sigma Advisers, an estimated $142M sold.
Based on aggregated 13F filings for Q3 2020.