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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
DT
526
Diversified Trust
Tennessee
$1.83M -$46.6K -494 -3%
CPA
527
Capital Planning Advisors
California
$1.83M -$5.09K -54 -0.3%
CIG
528
Cairn Investment Group
Washington
$1.82M -$9.43K -100 -0.6%
FT
529
Fiduciary Trust
Massachusetts
$1.81M +$265K +2,814 +19%
IRF
530
IBM Retirement Fund
New York
$1.8M -$337K -3,571 -17%
IIM
531
Ipswich Investment Management
Massachusetts
$1.8M +$566 +6 +0%
MME
532
Meag Munich Ergo
Germany
$1.79M -$1.12M -11,897 -41%
LB
533
Legacy Bridge
Iowa
$1.78M -$44.3K -470 -3%
HIP
534
Harrell Investment Partners
Texas
$1.74M +$206K +2,185 +15%
RIM
535
Redpoint Investment Management
Australia
$1.71M -$40.8K -433 -3%
Simplex Trading
536
Simplex Trading
Illinois
$1.71M -$56.6K -601 -4%
CIP
537
Chartwell Investment Partners
Pennsylvania
$1.71M -$990K -10,502 -39%
SCA
538
Stonebridge Capital Advisors
Minnesota
$1.7M +$855K +9,075 +100%
FNBT
539
FineMark National Bank & Trust
Florida
$1.68M -$5.66K -60 -0.4%
ACM
540
Argent Capital Management
Missouri
$1.68M
KRSITF
541
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.68M -$157K -1,667 -9%
CT
542
Columbia Trust
Oregon
$1.67M +$105K +1,111 +7%
SPC
543
Sigma Planning Corp
Michigan
$1.66M +$39.9K +423 +3%
EH
544
Equitable Holdings
New York
$1.66M -$862K -9,150 -36%
RIL
545
Rothschild Investment LLC
Illinois
$1.65M +$38K +403 +3%
SWM
546
Spire Wealth Management
Virginia
$1.65M -$286K -3,029 -16%
NP
547
NorthRock Partners
Minnesota
$1.64M -$127K -1,346 -8%
PGFC
548
Peapack-Gladstone Financial Corp
New Jersey
$1.64M +$486K +5,158 +48%
PFA
549
Pure Financial Advisors
California
$1.64M -$48.1K -510 -3%
CG
550
Colony Group
Massachusetts
$1.63M +$56K +594 +4%

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.