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Edwards Lifesciences

1,227 hedge funds and large institutions have $58.1B invested in Edwards Lifesciences in 2021 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 440 increasing their positions, 412 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 68

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

16% more call options, than puts

Call options by funds: $249M | Put options by funds: $214M

10% more capital invested

Capital invested by funds: $53B → $58.1B (+$5.11B)

4% more funds holding

Funds holding: 1,1851,227 (+42)

7% more repeat investments, than reductions

Existing positions increased: 440 | Existing positions reduced: 412

0.1% less ownership

Funds ownership: 82.52%82.42% (-0.1%)

Holders
1,227
Holders Change
+42
Holders Change %
+3.54%
% of All Funds
21.48%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.37%
New
124
Increased
440
Reduced
412
Closed
68
Calls
$249M
Puts
$214M
Net Calls
+$34.7M
Net Calls Change
-$85M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
551
Chartwell Investment Partners
Pennsylvania
$1.86M
WCM
552
Whitener Capital Management
North Carolina
$1.85M +$17.1K +150 +0.7%
KRSITF
553
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.84M +$12K +105 +0.6%
EH
554
Equitable Holdings
New York
$1.84M +$28.5K +250 +2%
VPIM
555
Vanguard Personalized Indexing Management
California
$1.84M +$241K +2,109 +15%
ACM
556
Argent Capital Management
Missouri
$1.83M
SWM
557
Spire Wealth Management
Virginia
$1.83M +$99.1K +868 +6%
RIL
558
Rothschild Investment LLC
Illinois
$1.82M +$8.56K +75 +0.5%
PFA
559
Pure Financial Advisors
California
$1.8M +$6.73K +59 +0.4%
SP
560
SWS Partners
Ohio
$1.79M +$33.6K +294 +2%
GWSG
561
GPS Wealth Strategies Group
Colorado
$1.78M +$71.8K +629 +4%
CG
562
Colony Group
Massachusetts
$1.78M
LB
563
Legacy Bridge
Iowa
$1.76M -$184K -1,612 -9%
CFS
564
Capital Financial Services
New York
$1.74M
H
565
HoyleCohen
California
$1.73M
BMO
566
Beck Mack & Oliver
New York
$1.71M
CAM
567
Cresset Asset Management
Illinois
$1.71M +$61.5K +539 +4%
V
568
Veritable
Delaware
$1.7M +$5.48K +48 +0.3%
AP
569
AtonRa Partners
Switzerland
$1.68M +$256K +2,244 +18%
LOAMS
570
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.68M +$482K +4,225 +37%
WG
571
Winton Group
United Kingdom
$1.64M +$1.32M +11,605 +399%
FBT
572
First Bank & Trust
South Dakota
$1.59M +$2.74K +24 +0.2%
AG
573
Algert Global
California
$1.59M +$1.6M +14,061 New
MOS
574
MGO One Seven
Ohio
$1.59M +$137K +1,197 +10%
SIC
575
Salem Investment Counselors
North Carolina
$1.58M +$366K +3,210 +30%

EW Hedge Fund Activity: Q3 2021 in Review

1,227 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2021, worth a combined $58.1B — up 9.7% from $53B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new EW positions and 68 closed out — a net gain of 56 holders — while 440 added to existing stakes and 412 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $147M. The largest seller was Ameriprise, cutting an estimated $201M.

  • 1,227 institutional investors held Edwards Lifesciences (EW) as of Q3 2021, up from 1,185 in Q2 2021.
  • Funds reported $58.1B of Edwards Lifesciences stock for Q3 2021, up 9.7% quarter-over-quarter.
  • 124 funds opened new Edwards Lifesciences positions in Q3 2021 and 68 closed out, a net change of +56 holders.
  • The largest Edwards Lifesciences buyer in Q3 2021 was Two Sigma Advisers, an estimated $147M added.
  • The largest Edwards Lifesciences seller in Q3 2021 was Ameriprise, an estimated $201M sold.

Based on aggregated 13F filings for Q3 2021.