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Edwards Lifesciences

1,227 hedge funds and large institutions have $58.1B invested in Edwards Lifesciences in 2021 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 440 increasing their positions, 412 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 68

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

16% more call options, than puts

Call options by funds: $249M | Put options by funds: $214M

10% more capital invested

Capital invested by funds: $53B → $58.1B (+$5.11B)

4% more funds holding

Funds holding: 1,1851,227 (+42)

7% more repeat investments, than reductions

Existing positions increased: 440 | Existing positions reduced: 412

0.1% less ownership

Funds ownership: 82.52%82.42% (-0.1%)

Holders
1,227
Holders Change
+42
Holders Change %
+3.54%
% of All Funds
21.48%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.37%
New
124
Increased
440
Reduced
412
Closed
68
Calls
$249M
Puts
$214M
Net Calls
+$34.7M
Net Calls Change
-$85M
Name Holding Trade Value Shares
Change
Change in
Stake
ZCM
376
Ziegler Capital Management
Illinois
$5.34M +$4.51M +39,516 +511%
WR
377
WD Rutherford
Oregon
$5.34M -$14.8K -130 -0.3%
QT
378
Quantbot Technologies
New York
$5.32M +$5.37M +47,033 New
MHIC
379
Marble Harbor Investment Counsel
Massachusetts
$5.31M -$3.05M -26,700 -36%
FQ
380
First Quadrant
California
$5.26M
SC
381
Scholtz & Company
Connecticut
$5.15M -$212K -1,857 -4%
PAS
382
Park Avenue Securities
New York
$5.14M +$158K +1,386 +3%
BCI
383
Brinker Capital Investments
Pennsylvania
$5.08M
KeyBank National Association
384
KeyBank National Association
Ohio
$5.06M -$893K -7,821 -15%
RBA
385
Richard Bernstein Advisors
New York
$5.04M +$309K +2,708 +6%
CCM
386
Carderock Capital Management
Maryland
$5.01M +$120K +1,050 +2%
BCM
387
Brown Capital Management
Maryland
$4.99M +$169K +1,479 +3%
YIA
388
YHB Investment Advisors
Connecticut
$4.98M +$50K +438 +1%
AP
389
Appleton Partners
Massachusetts
$4.97M -$116K -1,019 -2%
EMPI
390
Elo Mutual Pension Insurance
Finland
$4.96M
PAM
391
Pegasus Asset Management
New York
$4.92M -$2.85K -25 -0.1%
Northwestern Mutual Wealth Management
392
Northwestern Mutual Wealth Management
Wisconsin
$4.88M -$2.64M -23,087 -35%
CTA
393
Chesley Taft & Associates
Illinois
$4.86M -$231K -2,025 -5%
PAG
394
Private Advisor Group
New Jersey
$4.81M +$1.43M +12,492 +42%
OC
395
Oppenheimer & Co
New York
$4.8M +$225K +1,970 +5%
TPA
396
Trivium Point Advisory
Connecticut
$4.75M -$35.5K -311 -0.7%
TVWM
397
Tower View Wealth Management
Wisconsin
$4.74M -$12K -105 -0.3%
Daiwa Securities Group
398
Daiwa Securities Group
Japan
$4.71M +$374K +3,279 +9%
WJWM
399
Williams Jones Wealth Management
New York
$4.71M -$22.1K -194 -0.5%
AI
400
Atria Investments
North Carolina
$4.7M +$424K +3,717 +10%

EW Hedge Fund Activity: Q3 2021 in Review

1,227 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2021, worth a combined $58.1B — up 9.7% from $53B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new EW positions and 68 closed out — a net gain of 56 holders — while 440 added to existing stakes and 412 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $147M. The largest seller was Ameriprise, cutting an estimated $201M.

  • 1,227 institutional investors held Edwards Lifesciences (EW) as of Q3 2021, up from 1,185 in Q2 2021.
  • Funds reported $58.1B of Edwards Lifesciences stock for Q3 2021, up 9.7% quarter-over-quarter.
  • 124 funds opened new Edwards Lifesciences positions in Q3 2021 and 68 closed out, a net change of +56 holders.
  • The largest Edwards Lifesciences buyer in Q3 2021 was Two Sigma Advisers, an estimated $147M added.
  • The largest Edwards Lifesciences seller in Q3 2021 was Ameriprise, an estimated $201M sold.

Based on aggregated 13F filings for Q3 2021.