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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
BPC
501
Banque Pictet & Cie
Switzerland
$2.11M +$79K +838 +4%
BSW
502
Buckingham Strategic Wealth
Missouri
$2.1M +$1.51K +16 +0.1%
WCM
503
Whitener Capital Management
North Carolina
$2.08M -$11.8K -125 -0.6%
VFM
504
Viking Fund Management
North Dakota
$2.07M
PIC
505
PCJ Investment Counsel
Ontario, Canada
$2.07M +$1.89M +20,000 New
Fayez Sarofim & Co
506
Fayez Sarofim & Co
Texas
$2.07M -$336K -3,560 -15%
IMRF
507
Illinois Municipal Retirement Fund
Illinois
$2.06M
CAPTRUST Financial Advisors
508
CAPTRUST Financial Advisors
North Carolina
$2.06M -$1.19M -12,629 -39%
PIG
509
Pantheon Investment Group
California
$2.05M -$80.4K -853 -4%
SFG
510
Summit Financial Group
West Virginia
$2.04M
IB
511
Intrust Bank
Kansas
$2.03M -$61K -647 -3%
Fiera Capital (Canada)
512
Fiera Capital (Canada)
Quebec, Canada
$2.01M -$352K -3,733 -16%
CI
513
Cigna Investments
Connecticut
$2.01M -$283K -3,005 -13%
MWA
514
Meridian Wealth Advisors
Texas
$2M +$523K +5,548 +40%
PFS
515
Prospera Financial Services
Texas
$1.97M +$27K +286 +2%
CCP
516
Corient Capital Partners
California
$1.95M +$317K +3,367 +22%
GC
517
Gratus Capital
Georgia
$1.95M -$2.26M -24,000 -56%
LP
518
LMR Partners
United Kingdom
$1.93M +$1.05M +11,096 +148%
AAM
519
Ascension Asset Management
New York
$1.91M -$7.07K -75 -0.4%
RFN
520
RDA Financial Network
Iowa
$1.9M +$53.1K +563 +3%
FSA
521
Financial Sense Advisors
California
$1.88M +$79.7K +846 +5%
EWM
522
Empirical Wealth Management
Washington
$1.87M +$72.6K +770 +4%
VI
523
Vestcor Inc
New Brunswick, Canada
$1.84M -$106K -1,127 -6%
TNBTD
524
Trustmark National Bank Trust Department
Mississippi
$1.84M
CAM
525
Cozad Asset Management
Illinois
$1.84M -$1.55M -16,495 -48%

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.