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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
Franklin Resources
26
Franklin Resources
California
$415M +$271K +2,879 +0.1%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$386M -$18.4M -194,951 -5%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$385M +$22.3M +236,889 +7%
JSP
29
Jackson Square Partners
California
$359M -$48.1M -510,646 -13%
Winslow Capital Management
30
Winslow Capital Management
Minnesota
$344M +$28.2M +298,794 +10%
N
31
Nuveen
North Carolina
$335M -$11.5M -121,771 -4%
Morgan Stanley
32
Morgan Stanley
New York
$332M +$15.5M +164,907 +5%
CIP
33
Champlain Investment Partners
Vermont
$329M -$1.52M -16,080 -0.5%
Charles Schwab
34
Charles Schwab
California
$298M +$1.73M +18,383 +0.6%
Invesco
35
Invesco
Georgia
$297M -$2.1M -22,316 -0.8%
UBS Group
36
UBS Group
Switzerland
$285M +$17.3M +183,669 +7%
Swiss National Bank
37
Swiss National Bank
Switzerland
$264M +$14.1M +149,716 +6%
Primecap Management
38
Primecap Management
California
$251M
Goldman Sachs
39
Goldman Sachs
New York
$246M -$36.2M -384,211 -14%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$238M +$29.9M +317,053 +16%
KBC Group
41
KBC Group
Belgium
$238M -$3.75M -39,800 -2%
PPA
42
Parametric Portfolio Associates
Washington
$234M +$5.86M +62,143 +3%
HL
43
Harding Loevner
New Jersey
$231M -$765K -8,120 -0.4%
Deutsche Bank
44
Deutsche Bank
Germany
$217M +$12.6M +133,535 +7%
Macquarie Group
45
Macquarie Group
Australia
$194M +$24.3M +257,857 +16%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$194M -$21M -222,610 -11%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$188M -$9.95M -105,545 -5%
First Trust Advisors
48
First Trust Advisors
Illinois
$187M +$159M +1,686,487 +1,371%
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$185M -$2.32M -24,664 -1%
CS
50
Credit Suisse
Switzerland
$167M +$11.8M +125,041 +8%

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.