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Edwards Lifesciences
EW

1,019 hedge funds and large institutions have $32.1B invested in Edwards Lifesciences in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 352 increasing their positions, 408 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $169M | Put options by funds: $121M

2.25% less ownership

Funds ownership: 248.93% → 246.68% (-2.2%)

7% less funds holding

Funds holding: 1,092 → 1,019 (-73)

14% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 408

20% less capital invested

Capital invested by funds: $40.3B → $32.1B (-$8.15B)

28% less funds holding in top 10

Funds holding in top 10: 29 → 21 (-8)

36% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 166

Holders
1,019
Holders Change
-73
Holders Change %
-6.68%
% of All Funds
22.45%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.46%
New
106
Increased
352
Reduced
408
Closed
166
Calls
$169M
Puts
$121M
Net Calls
+$47.8M
Net Calls Change
+$50.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$420M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$291M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$178M
4
Capital International Investors
Capital International Investors
California
+$153M
5
CG
Carmignac Gestion
France
+$108M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$805M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$394M
3
Sands Capital Management
Sands Capital Management
Virginia
-$359M
4
Norges Bank
Norges Bank
Norway
-$184M
5
N
Nuveen
North Carolina
-$170M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$3.52B +$99.3M +1,376,796 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.15B +$89.8M +1,245,849 +3%
State Street
3
State Street
Massachusetts
$1.7B +$17.7M +245,928 +0.9%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.24B +$75M +1,039,665 +6%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.21B +$420M +5,822,223 +43%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.18B -$394M -5,466,930 -23%
Capital International Investors
7
Capital International Investors
California
$974M +$153M +2,122,371 +16%
Sands Capital Management
8
Sands Capital Management
Virginia
$832M -$359M -4,971,921 -27%
AllianceBernstein
9
AllianceBernstein
Tennessee
$814M +$178M +2,467,653 +24%
Capital Research Global Investors
10
Capital Research Global Investors
California
$764M -$134M -1,862,781 -13%
Brown Advisory
11
Brown Advisory
Maryland
$700M +$74.8M +1,037,397 +10%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$646M -$18M -249,204 -2%
Norges Bank
13
Norges Bank
Norway
$504M -$184M -2,548,362 -24%
Northern Trust
14
Northern Trust
Illinois
$442M -$5.44M -75,402 -1%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$433M -$29.1M -403,206 -6%
N
16
Nuveen
North Carolina
$397M -$170M -2,360,049 -27%
Goldman Sachs
17
Goldman Sachs
New York
$360M +$23.4M +323,949 +6%
Bank of America
18
Bank of America
North Carolina
$341M +$5.62M +77,985 +1%
UBS AM
19
UBS AM
Illinois
$325M +$27.8M +385,848 +8%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$313M +$39.1M +541,932 +12%
American Century Companies
21
American Century Companies
Missouri
$291M +$36.7M +509,145 +12%
Franklin Resources
22
Franklin Resources
California
$286M -$2.29M -31,755 -0.7%
AAMU
23
Amundi Asset Management US
Massachusetts
$273M +$31.7M +439,710 +11%
Legal & General Group
24
Legal & General Group
United Kingdom
$259M +$9.98M +138,345 +3%
Fisher Asset Management
25
Fisher Asset Management
Washington
$256M +$291M +4,040,349 +17,005%
1
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EW Hedge Fund Activity: Q1 2020 in Review

1,019 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2020, worth a combined $32.1B — down 20% from $40.3B a quarter earlier.

Sellers outnumbered buyers: 166 funds closed out of EW and 106 opened new positions — a net loss of 60 holders — while 408 trimmed existing stakes and 352 added.

The largest buyer was Wellington Management Group, adding an estimated $420M. The largest seller was Jennison Associates, cutting an estimated $805M.

  • 1,019 institutional investors held Edwards Lifesciences (EW) as of Q1 2020, down from 1,092 in Q4 2019.
  • Funds reported $32.1B of Edwards Lifesciences stock for Q1 2020, down 20% quarter-over-quarter.
  • 106 funds opened new Edwards Lifesciences positions in Q1 2020 and 166 closed out, a net change of -60 holders.
  • The largest Edwards Lifesciences buyer in Q1 2020 was Wellington Management Group, an estimated $420M added.
  • The largest Edwards Lifesciences seller in Q1 2020 was Jennison Associates, an estimated $805M sold.

Based on aggregated 13F filings for Q1 2020.