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Edwards Lifesciences

1,185 hedge funds and large institutions have $53B invested in Edwards Lifesciences in 2021 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 425 increasing their positions, 393 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more funds holding in top 10

Funds holding in top 10: 917 (+8)

71% more call options, than puts

Call options by funds: $289M | Put options by funds: $169M

62% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 84

24% more capital invested

Capital invested by funds: $42.6B → $53B (+$10.3B)

4% more funds holding

Funds holding: 1,1431,185 (+42)

8% more repeat investments, than reductions

Existing positions increased: 425 | Existing positions reduced: 393

0.56% more ownership

Funds ownership: 81.97%82.52% (+0.56%)

Holders
1,185
Holders Change
+42
Holders Change %
+3.67%
% of All Funds
20.63%
Holding in Top 10
17
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+88.89%
% of All Funds
0.3%
New
136
Increased
425
Reduced
393
Closed
84
Calls
$289M
Puts
$169M
Net Calls
+$120M
Net Calls Change
+$89.2M
Name Holding Trade Value Shares
Change
Change in
Stake
YIA
376
YHB Investment Advisors
Connecticut
$4.51M +$55.5K +589 +1%
PAM
377
Pegasus Asset Management
New York
$4.5M -$19.7K -209 -0.5%
CCM
378
Carderock Capital Management
Maryland
$4.48M -$248K -2,633 -6%
CWM
379
CIBC World Markets
New York
$4.47M -$1.54M -16,381 -28%
TPA
380
Trivium Point Advisory
Connecticut
$4.47M +$292K +3,094 +8%
BCM
381
Brown Capital Management
Maryland
$4.42M +$70.5K +748 +2%
Mercer Global Advisors
382
Mercer Global Advisors
Colorado
$4.35M -$81.3K -862 -2%
TVWM
383
Tower View Wealth Management
Wisconsin
$4.35M -$7.63K -81 -0.2%
WJWM
384
Williams Jones Wealth Management
New York
$4.33M -$92.9K -986 -2%
RBA
385
Richard Bernstein Advisors
New York
$4.33M
NMERB
386
New Mexico Educational Retirement Board
New Mexico
$4.31M +$226K +2,400 +6%
BRWA
387
B. Riley Wealth Advisors
Florida
$4.3M +$1.01M +10,677 +35%
AAM
388
Azzad Asset Management
Virginia
$4.26M +$33.2K +352 +0.9%
NIG
389
NFJ Investment Group
Texas
$4.24M -$395K -4,189 -9%
IC
390
IEQ Capital
California
$4.24M +$262K +2,779 +7%
OC
391
Oppenheimer & Co
New York
$4.19M -$401K -4,257 -10%
APG
392
Abacus Planning Group
South Carolina
$4.17M -$140K -1,490 -4%
N
393
Natixis
France
$4.16M -$7.14M -75,721 -65%
CIP
394
Capital Insight Partners
Arizona
$4.08M +$94.9K +1,007 +3%
Pacer Advisors
395
Pacer Advisors
Pennsylvania
$4.05M +$462K +4,905 +14%
CA
396
Cornerstone Advisors
North Carolina
$4.04M
LSERS
397
Louisiana State Employees Retirement System
Louisiana
$4.02M +$9.43K +100 +0.3%
WCG
398
Weaver Consulting Group
California
$4M +$73.5K +780 +2%
GCM
399
Geneva Capital Management
Wisconsin
$3.99M -$15.7K -167 -0.4%
Daiwa Securities Group
400
Daiwa Securities Group
Japan
$3.97M +$533K +5,655 +17%

EW Hedge Fund Activity: Q2 2021 in Review

1,185 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2021, worth a combined $53B — up 24% from $42.6B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new EW positions and 84 closed out — a net gain of 52 holders — while 425 added to existing stakes and 393 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $222M. The largest seller was BlackRock, cutting an estimated $403M.

  • 1,185 institutional investors held Edwards Lifesciences (EW) as of Q2 2021, up from 1,143 in Q1 2021.
  • Funds reported $53B of Edwards Lifesciences stock for Q2 2021, up 24% quarter-over-quarter.
  • 136 funds opened new Edwards Lifesciences positions in Q2 2021 and 84 closed out, a net change of +52 holders.
  • The largest Edwards Lifesciences buyer in Q2 2021 was Fidelity Investments, an estimated $222M added.
  • The largest Edwards Lifesciences seller in Q2 2021 was BlackRock, an estimated $403M sold.

Based on aggregated 13F filings for Q2 2021.