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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
FMT
551
First Mercantile Trust
Tennessee
$1.61M -$96K -1,018 -6%
SP
552
SWS Partners
Ohio
$1.6M +$16.8K +178 +1%
SWP
553
Strategic Wealth Partners
Ohio
$1.6M +$587K +6,227 +68%
CFS
554
Capital Financial Services
New York
$1.59M +$6.6K +70 +0.5%
GWSG
555
GPS Wealth Strategies Group
Colorado
$1.57M +$38.5K +408 +3%
BMO
556
Beck Mack & Oliver
New York
$1.57M
V
557
Veritable
Delaware
$1.55M +$23K +244 +2%
MGIA
558
Moneta Group Investment Advisors
Missouri
$1.54M -$2.17K -23 -0.2%
MMG
559
Monetary Management Group
Missouri
$1.52M -$9.43K -100 -0.7%
CAM
560
Cresset Asset Management
Illinois
$1.51M +$850K +9,019 +162%
Qube Research & Technologies (QRT)
561
Qube Research & Technologies (QRT)
United Kingdom
$1.48M +$1.35M +14,272 New
VPIM
562
Vanguard Personalized Indexing Management
California
$1.47M +$271K +2,876 +26%
FBT
563
First Bank & Trust
South Dakota
$1.46M -$24.4K -259 -2%
BFM
564
Boston Financial Management
Massachusetts
$1.44M
TIA
565
Trust Investment Advisors
Indiana
$1.43M +$69.1K +733 +6%
SEC
566
Seven Eight Capital
New York
$1.43M +$1.3M +13,824 New
Rafferty Asset Management
567
Rafferty Asset Management
New York
$1.43M +$85.6K +908 +7%
Group One Trading
568
Group One Trading
Illinois
$1.42M -$358K -3,800 -22%
GW
569
GW & Wade
Massachusetts
$1.42M -$2.83K -30 -0.2%
TRCT
570
Tower Research Capital (TRC)
New York
$1.4M -$3.39M -35,912 -73%
HCM
571
Howland Capital Management
Massachusetts
$1.39M
NEI
572
Northwest & Ethical Investments
Ontario, Canada
$1.38M
ACM
573
Ativo Capital Management
Illinois
$1.38M -$283 -3 -0%
FFWA
574
FRG Family Wealth Advisors
Washington
$1.38M
PCMI
575
Paradigm Capital Management Inc
New York
$1.37M

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.