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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
Treasurer of the State of North Carolina
176
Treasurer of the State of North Carolina
North Carolina
$24.6M +$104K +1,250 +0.5%
TCM
177
Tekla Capital Management
Massachusetts
$24.2M -$2.17M -26,200 -9%
GT
178
Glenview Trust
Kentucky
$23.8M +$9.71K +117 +0%
Holocene Advisors
179
Holocene Advisors
New York
$23.3M -$73.7M -889,043 -78%
SI
180
Scout Investments
Missouri
$23.1M -$2.33M -28,098 -10%
WF
181
Welch & Forbes
Massachusetts
$23M -$91.5K -1,103 -0.4%
EWM
182
Endurance Wealth Management
Rhode Island
$22.2M -$118K -1,419 -0.6%
IG
183
Ithaka Group
Virginia
$21.5M +$169K +2,033 +0.9%
LPL Financial
184
LPL Financial
California
$21.4M +$2.69M +32,398 +16%
RG
185
Rathbones Group
United Kingdom
$21.4M +$10.1M +121,929 +109%
UB
186
UMB Bank
Missouri
$20.8M +$14.4M +173,165 +313%
Aberdeen Group
187
Aberdeen Group
United Kingdom
$20.5M +$537K +6,479 +3%
CM
188
Castleark Management
Illinois
$20.2M -$501K -6,035 -3%
D.E. Shaw & Co
189
D.E. Shaw & Co
New York
$20.1M -$41.8M -503,450 -70%
HW
190
Hancock Whitney
Mississippi
$20M -$214K -2,582 -1%
BTW
191
Boston Trust Walden
Massachusetts
$19.6M -$66.4K -800 -0.4%
LMIM
192
Lockheed Martin Investment Management
Maryland
$19.2M +$3.62M +43,600 +26%
1CP
193
11 Capital Partners
Connecticut
$18.8M +$17.1M +205,983 New
B
194
BP
United Kingdom
$18.6M -$2.01M -24,199 -11%
Nordea Investment Management
195
Nordea Investment Management
Sweden
$18.5M +$1.96M +23,664 +13%
SP
196
Sarasin & Partners
United Kingdom
$18.4M +$3.21M +38,676 +24%
ONB
197
Old National Bancorp
Indiana
$18.4M -$491K -5,915 -3%
PP
198
Patten & Patten
Tennessee
$18.4M +$60K +723 +0.4%
AIMCA
199
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$18.3M -$2.44M -29,456 -13%
Teacher Retirement System of Texas
200
Teacher Retirement System of Texas
Texas
$18.2M +$1.67M +20,131 +11%

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.