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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
MLL
476
Moody Lynn & Lieberson
Massachusetts
$2.43M +$2.21M +23,447 New
AP
477
Advisor Partners
California
$2.42M -$17.2K -183 -0.8%
VFA
478
Values First Advisors
Tennessee
$2.42M +$601K +6,373 +38%
RPC
479
Rossmore Private Capital
Connecticut
$2.42M -$25K -265 -1%
DBG
480
De Burlo Group
Massachusetts
$2.41M
ERSOT
481
Employees Retirement System of Texas
Texas
$2.4M -$2.98M -31,600 -58%
WAM
482
Weiss Asset Management
Massachusetts
$2.39M +$2.18M +23,110 New
SN
483
Sittner & Nelson
Oregon
$2.39M
CCM
484
Conway Capital Management
California
$2.38M +$87.2K +925 +4%
AWM
485
AE Wealth Management
Kansas
$2.38M -$633K -6,718 -23%
WS
486
Wedbush Securities
California
$2.33M +$483K +5,124 +29%
S
487
Seeyond
France
$2.31M -$15.7K -167 -0.7%
Wealthfront Advisers
488
Wealthfront Advisers
California
$2.31M +$231K +2,452 +12%
QI
489
QS Investors
New York
$2.31M +$108K +1,148 +5%
KAS
490
Kestra Advisory Services
Texas
$2.3M -$5.66K -60 -0.3%
Kovitz Investment Group Partners
491
Kovitz Investment Group Partners
Illinois
$2.26M +$2.05M +21,801 New
MPPLM
492
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.23M +$1.42M +15,039 +230%
AC
493
Allstate Corporation
Illinois
$2.21M -$76.7K -814 -4%
GRP
494
Global Retirement Partners
California
$2.21M +$129K +1,372 +7%
SC
495
Scotia Capital
Ontario, Canada
$2.17M +$30.9K +328 +2%
KIC
496
Kensington Investment Counsel
California
$2.15M +$43.9K +466 +2%
CSS
497
Cubist Systematic Strategies
Connecticut
$2.13M -$3.94M -41,812 -67%
LSA
498
Leonteq Securities AG
Switzerland
$2.13M -$157K -1,667 -8%
PP
499
Prudential plc
United Kingdom
$2.12M +$181K +1,924 +10%
SB
500
Simmons Bank
Arkansas
$2.11M +$255K +2,706 +15%

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.