We are live on ! Find out more
EW icon

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
UCFA
426
United Capital Financial Advisors
Texas
$3.17M +$89.5K +949 +3%
RHJA
427
Rice Hall James & Associates
California
$3.16M -$203K -2,155 -7%
ACA
428
Aptus Capital Advisors
Alabama
$3.16M -$787K -8,351 -22%
PAG
429
Private Advisor Group
New Jersey
$3.11M +$90.4K +959 +3%
VMPIC
430
Varma Mutual Pension Insurance Co
Finland
$3.11M
RHBC
431
R.H. Bluestein & Co
Michigan
$3.09M -$555K -5,891 -16%
SBH
432
Segall Bryant & Hamill
Illinois
$3.08M +$93.7K +994 +3%
FWCM
433
Ferguson Wellman Capital Management
Oregon
$3.03M -$1.23K -13 -0%
JAG
434
Journey Advisory Group
Kentucky
$3.03M -$8.48K -90 -0.3%
AAMA
435
Advanced Asset Management Advisors
Ohio
$3.01M
SCP
436
Sandhill Capital Partners
New York
$3.01M -$88.6K -940 -3%
BC
437
Brookfield Corp
Ontario, Canada
$3M +$2.73M +28,970 New
AF
438
Alerus Financial
North Dakota
$2.98M -$1.08M -11,498 -29%
LBC
439
Lawrence B. Cohen
$2.98M -$222K -2,360 -8%
HZ
440
Hixon Zuercher
Ohio
$2.97M +$64.3K +682 +2%
NMIMC
441
Northwestern Mutual Investment Management Company
Wisconsin
$2.92M -$7.73K -82 -0.3%
ARMC
442
American Research & Management Company
Massachusetts
$2.87M +$108K +1,145 +4%
Marshall Wace
443
Marshall Wace
United Kingdom
$2.86M -$6.4M -67,905 -71%
EA
444
Ellsworth Advisors
Ohio
$2.84M +$289K +3,065 +13%
NAM
445
NorthCoast Asset Management
Connecticut
$2.84M +$166K +1,759 +7%
VCM
446
Virtue Capital Management
Tennessee
$2.82M +$117K +1,242 +5%
EHWM
447
Eads & Heald Wealth Management
Georgia
$2.81M -$102K -1,079 -4%
SLI
448
Sumitomo Life Insurance
Japan
$2.79M -$467K -4,951 -16%
SCM
449
Seascape Capital Management
New Hampshire
$2.78M -$30.8K -327 -1%
TC
450
TwinBeech Capital
New York
$2.76M +$2.51M +26,633 New

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.