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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
CANY
1201
Caxton Associates (New York)
New York
-$372K -4,664 Closed
AFM
1202
Andesa Financial Management
Pennsylvania
-$363K -4,550 Closed
GQG Partners
1203
GQG Partners
Florida
-$361K -4,518 Closed
JCM
1204
Janney Capital Management
Pennsylvania
-$359K -4,500 Closed
BP
1205
Ballentine Partners
Massachusetts
-$355K -4,447 Closed
WI
1206
Wintrust Investments
Illinois
-$342K -4,284 Closed
NA
1207
NewEdge Advisors
Louisiana
-$332K -4,156 Closed
RIM
1208
Rampart Investment Management
Connecticut
-$319K -4,002 Closed
BOS
1209
Bank of Stockton
California
-$294K -3,685 Closed
BBA
1210
Braun-Bostich & Associates
Pennsylvania
-$285K -3,566 Closed
AC
1211
AMS Capital
Brazil
-$279K -3,500 Closed
AIM
1212
Aigen Investment Management
New York
-$273K -3,420 Closed
KJHP
1213
K.J. Harrison & Partners
Ontario, Canada
-$264K -3,300 Closed
BC
1214
Burney Company
Virginia
-$262K -3,285 Closed
HCM
1215
HMS Capital Management
Tennessee
-$250K -3,138 Closed
AIA
1216
Avalon Investment & Advisory
Texas
-$248K -3,109 Closed
BJL
1217
Brighton Jones LLC
Washington
-$243K -3,039 Closed
WAS
1218
WESPAC Advisors SoCal
California
-$252K -3,000 Closed
SCA
1219
Spearhead Capital Advisors
Florida
-$227K -2,838 Closed
CWM
1220
Connecticut Wealth Management
Connecticut
-$224K -2,805 Closed
STA
1221
Summit Trail Advisors
New York
-$211K -2,631 Closed
AAP
1222
Ardsley Advisory Partners
Connecticut
-$200K -2,500 Closed
CW
1223
CreativeOne Wealth
Kansas
-$198K -2,482 Closed
FC
1224
FORA Capital
Florida
-$164K -2,057 Closed
NNP
1225
Nachman Norwood & Parrott
South Carolina
-$118K -1,479 Closed

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.